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Long Form Content
Sep 19, 2025
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11 min read
🧬 Roche dives into MASH space with $2.4B 89bio buy, T.Rx Capital launches with $77.5M to bet on companies at the "intersection of technology & biology", MilliporeSigma opens €150M (+200 jobs) filtration plant in Ireland, Lexicon pushes non-opioid pain hopeful pilavapadin to Ph3 after post-hoc analysis, Fujifilm + argenx partner on US-based Vyvgart manufacturing, Carisma looks all but sunk as reverse-merger slips and BioNTech leaves partnership, bluebird bio rebrands as (old name) Genetix Biotherapeutics
Sep 18, 2025
12 min read
🧬 Ollin's $100M eye disease drug launch (going after Roche and Amgen), Biogen lands EC approval for Zurzuvae (zuranolone) in postpartum depression, Novo Nordisk and Eli Lilly both announce Ph3 oral GLP-1 data, J&J aims to snatch BMS' psoriasis crown with new icotrokinra data, ARTHEx Biotech Series B upsized to $87M (going after Myotonic Dystrophy Type 1), ArsenalBio cuts 50% of staff despite $325M raise last year, Novo Nordisk + BMS announce 250+ layoffs a piece in New Jersey
Sep 17, 2025
10 min read
🧬 GSK's $30B US manufacturing investment commitment, Novo & Eli Lilly announce separate Ph3 obesity trail data (injectable & oral respectively), Dualitas launches w/$65M to build a "novel bispecific discovery engine", AstraZeneca's Imfinzi lands NHS nod for limited-stage NSCLC, CSL buys options to internal bleeding-prevention med VMX-C001 from VarmX ($117M upfront + $2B biobucks), Reunion Neuroscience updates Series A to $133M for "psychedelic-inspired therapeutic solutions", AGC plots Colorado plant sale + 278 layoffs
Sep 16, 2025
🧬 Novartis + Monte Rosa's protein degrader deal ($120M upfront + $5.7B biobucks), Lila Sciences secures $235M Series A to automate the drug discovery process, BMS sell majority stake in historic US-China pharma joint venture, Novo Nordisk's GLP-1 Rybelsus nabs EU label extension into cardiovascular benefits, CBER Director back-tracks on earlier ad-comm "scrapping" comments, Revvity shutters Mass. facility (74 jobs cut), ATyr shares plummet after ATYR1923's pulmonary sarcoidosis Ph3 flop
Sep 15, 2025
6 min read
🧬 Lila Sciences' "autonomous science" ambitions could net it a $300M+ fundraise, Medicines Discovery Catapult + Crown Bioscience partner on radiopharma development, UK's biopharma industry dealt multiple blows as both AstraZeneca & Eli Lilly reconsider initiatives there, vaccine stocks slide over rumors of Trump admin linking COVID shots to 25 children deaths
Sep 13, 2025
A guest post from the Road To Carry Newsletter.
Sep 12, 2025
8 min read
🧬 PE firm GTCR buys former Sanofi generics unit Zentiva from rival PE firm Advent for €4.1B, LB Pharmaceuticals ends(?) biotech IPO drought with $285M raise, Avidity Biosciences prices $600M public offering, Merck & Co.'s positive pneumococcal conjugate vaccine Ph3 data in at-risk children, AbbVie settles with spate of would-be US Rinvoq generic manufacturers, Arrowhead heads Ionis lawsuit alleging Tryngolza rival patent breach, Intercept withdraws Ocaliva from US markets after heightened safety concerns
Sep 11, 2025
9 min read
🧬 Merck & Co. pulls all R&D ops out of UK (and scraps a 1 billion pound sterling R&D centre and future HQ build), Kriya's $320M Series D to fuel gene therapy ambitions, Odyssey nabs $213M Series D for autoimmune ambitions, US non-profit Wellcome Leap lands $100M for "highest need" women's health R&D, Cullinan & Taiho's EGFR exon 20 inhibitor touts promising mid-stage response rates in NSCLC, Novo Nordisk to cut nearly 9,000 roles as part of major restructuring
Sep 10, 2025
🧬 Novartis drops $1.4 billion on Tourmaline Bio buy, Samsung Biologics' $1.3 billion manufacturing deal with a "U.S.-based pharmaceutical company", Eli Lilly launches AI platform for use by small biotechs, Ridge Biotechnologies launches with $25M and drug-linker AI optimization dreams, GLP-1s "highly cost-effective" according to new draft ICER report, Lundbeck heads out of 27 markets as part of major restructuring
Sep 9, 2025
🧬 BioNTech + BMS' bispecific touts positive Ph2 data in small cell lung cancer, NRG Therapeutics raises £50 million going after ALS & Parkinson's, Eli Lilly partners with Remedium Bio on obesity/type 2 diabetes gene therapies, Servier buys Kaerus Bioscience' investigational fragile X syndrome small molecule for up to $450M, FDA rejects Saol Therapeutics' pyruvate dehydrogenase complex deficiency approval bid, FDA debuts consumer GLP-1 "green list" in hopes of stemming illegal GLP-1 API usage
Sep 8, 2025
7 min read
🧬 BioNTech notches Ph3 ADC win in metastatic breast cancer, Delaware-based Braveheart Bio in-licenses Hengrui's late stage selective myosin blocker HRS-1893 for $65M upfront, Summit & Akeso's PD-1xVGEF approval hopes keep ticking due to newly calculated patient survival data, Mineralys Tx closes upsized $287.5M public offering, Japan finesses generic tariff exemption with the US - skirting 15% baseline tariff, WHO put GLP-1's on "Essential Medicine" list but points out high prices, RFK Jr. to (allegedly) link tylenol usage during pregnancy to autism
Sep 6, 2025
We look back on another busy week in Biopharma
