This website uses cookies
Read our Privacy policy and Terms of use for more information.
Long Form Content
Aug 23, 2025
•
21 min read
Hot takes on current incentive structures
Aug 22, 2025
7 min read
🧬 Gilead gets into in-vivo CAR-T for $350M, J&J invests $2B in existing North Carolina FUJIFILM site, Sarepta refinances debts to 2030, AbbVie's Rinvoq delivers positive Ph3, FDA approves Ionis' RNA-targeting hereditary angioedema med, Trump admin to impose 15% base tariff on EU - likely affecting branded pharmaceuticals
Aug 21, 2025
8 min read
🧬 Saniona hear's sweet Jazz with $42.5M upfront + $992.5M biobucks pre-clinical Kv7.2/Kv7.3 potassium channel activator partnership, biotech has reached a "new normal", Rocket Pharma's capillary leak syndrome gene therapy hold lifted, Xoma buys another "zombie" biotech, Catalent cuts 350 gene therapy manufacturing roles after "unexpected shift in demand from a large customer"
Aug 20, 2025
🧬 BMS, Pfizer, Regeneron signal strong Q2 sales after an oddly weak Q1, Novo Nordisk + BioMedX partner on oral peptide drug delivery tech, Ozempic scores additional label approvals in Canada, Viking Tx shares crater after disappointing Ph2 obesity pill readout, FDA rejects PTC's Friedreich’s ataxia small molecule, CSL cuts 15% of workforce - slashing R&D and considering vaccine subsidiary spin out
Aug 19, 2025
9 min read
🧬 Kriya's massive $313.3M raise for single-dose gene therapies, Reunion experimental psychedelic delivers positive postpartum results, Merck KGaA's up to $2B partnership with SkyHawk on small molecule RNA-targeting meds, Novo + GoodRx give DTC another change with discounted GLP-1s, Genentech scraps up to $2B cell therapy deal with Adaptive
Aug 18, 2025
🧬 Wegovy lands MASH accelerated approval, AstraZeneca goes DTC with nasal spray flu vaccines, Pfizer's P-selectin inhibitor misses Ph3 endpoint, FDA delays Omeros approval decision, NIH calls for "immediate research review"
Aug 16, 2025
16 min read
The biotech funding model needs a major overhaul
Aug 15, 2025
🧬 Eli Lilly's $1.3B Superluminal partnership to keep obesity pipeline spry, Trump delays pharma tariffs (but boosts domestic manufacturing), Eli Lilly expands self-pay access to Zepbound via Goodpath partnership, Evotec and TriLink layoffs, Schrödinger cuts investigational CDC7 blocker after two patient deaths
Aug 14, 2025
🧬 Sarepta touts new DMD safety data (no ambulatory deaths), Vor's Sjögren's syndrome disease bet hits late stage trial success in China, Hatteras Venture Partners news $200M biotech/healthtech fund, HopeAI's partners with Mayo Clinical on AI-powered trial design, Treg takes an L as Abata Tx shutters, Generation Bio cuts 90% of staff
Aug 13, 2025
🧬 Summit skips quarterly call as AstraZeneca deal rumors fly, Bayer + Kumquat Biosciences' up to $1.3B KRAS G12D inhibitor deal, Eli Lilly + UK gov launch obesity care access initiative, Insmed scores FDA approval for bronchiectasis therapy, FDA may deny renewed authorization for Pfizer's pediatric COVID vaccine
Aug 12, 2025
🧬 Another Chinese biotech licensing deal (Expedition Therapeutics & Fosun Pharma), NextRNA closes shop, 10x Genomics to acquire Scale Biosciences, and BridgeBio Oncology Therapeutics completes SPAC integration
Aug 11, 2025
🧬 Prasad's back at CBER, Strand raises $153M, FDA restricts bluebird bio's Skysona gene therapy
