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Long Form Content
Aug 30, 2025
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9 min read
Public health dismantling, Chinese asset deals continue, and domestic manufacturing only goes so far
Aug 29, 2025
8 min read
🧬 Novo Nordisk's up to $550M RNA-obesity play with Replicate Biosciences, Teva reveals first obesity-targeting copycat GLP-1, protein degrader biotech Plexium raises $60M, Ascletis Pharma's touts promising Ph1b ascending dose study for obesity pill hopeful, Fresenius and Charles River Labs spearhead 18-partner effort for faster CAR-T production, Outlook Therapeutics' handed FDA CRL for wet AMD hopeful (second time), CDC director chaos continues
Aug 28, 2025
🧬 Biopharma can't get enough of Chinese assets with H1 2025 spending already blowing past all of 2024, AstraZeneca and Eli Lilly plan major new site builds in Virginia (spurred by governmental incentives), Wugen raises $115M for "off-the-shelf" cell therapy ambitions, Eli Lilly's Verzenio delivers positive late-stage results in more common breast cancer, Massachusetts R&D & manufacturing jobs fell in 2024, CDC director ousted over vaccine regulations
Aug 27, 2025
7 min read
🧬 Regeneron preps FDA approval bid after siRNA cemdisiran Ph3 generalized myasthenia gravis results, Summit & Akeso report promising PD-1xVEGF bispecific Ph3 results (overall survival benefit), Novartis & BioArctic up to $772M neurodegenerative drug discovery pact, Bayer commits $43M expansion to Veracruz (Mexico) API site, rumors abound that CDC/HHS may outright ban COVID-19 vaccines
Aug 26, 2025
🧬 AbbVie's $1.2B psychedelic play, RNA-based Arnatar launches with $52M, argenx preps approval bid after positive Ph3 Vyvgart results in generalized myasthenia gravis, Royalty Pharma buys part of BeOne's Imdelltra royalty stream (paid by Amgen for ex-China sales), another cell therapy biotech closes shop, FDA suspends Valneva’s chikungunya shot over safety concerns
Aug 25, 2025
🧬 Biotech IPO drought ending?, FDA pushes for "radical transparency" with daily "real-time" adverse event reporting, OpenAI and Retro Biosciences publish 50x stem cell reprogramming results, BeOne's Burkinsa tablet formulation approved by European Commission, Novo acquired Catalent plants faces mounting contamination issues, CDC cuts 600 employees, obesity markets hits a (negative) turning point
Aug 23, 2025
21 min read
Hot takes on current incentive structures
Aug 22, 2025
🧬 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
🧬 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
🧬 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"
