The Archive

Previous editions of BioBucks

Daily biotech dealflow and market tape

July 2026

14
Tuesday: Erasca turns a seven-patient KRAS signal into $550M
Four responders, $550M. A killed Phase 3 that doubled the stock. FDA says yes early.
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13
Monday: 3 FDA actions, one B7-H3 first, and biotech's 3.2% air pocket
GSK's ADC makes history in China while the FDA turns the lights back on.
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10
Friday: $2.2B pact dead, 2 ASOs down, $160M from D.C.
Roche and Ionis stumble, GSK ditches Alector, and gene editing gets a federal check.
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09
Thursday: 2 Phase III wins put Dysport in migraine's big leagues
Ipsen lands Phase III migraine data, Tarsus adds IRX-101, and FDA pauses new CRL disclosures.
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08
Wednesday: First BAFF/APRIL inhibitor gets its FDA nod
Vera flips to launch mode in IgA nephropathy, Kailera's oral GLP-1 clears Phase 3, and AZ crashes Merck's COPD party.
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07
Tuesday: Vertex swings $10B for Crinetics
Vertex's biggest-ever check, Genmab's bispecific clears Europe, and CMS takes an axe to 340B.
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06
Monday: Novartis pays $1.5B for ADC payload firepower
Plus AZ's fourth CSPC raid, United's $300M thymus bet, and a soft-jobs tape.
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02
Thursday: Roche lands a KRAS G12C head-to-head win
Roche posts a phase III KRAS win, Orca clears the FDA, and Novartis lands an EU SMA nod.
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01
Wednesday: Ipsen doubles down on rare disease
Ipsen buys Memo, Canada clears generic Wegovy, and Boulevard rents a $1.6B China T-cell engager.
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June 2026

30
Tuesday: Epcoritamab cuts DLBCL progression risk ~60%
Sanofi clears a Pompe hurdle, Roche grabs a TED PDUFA, and Nuvectis grabs $100M while the window's open.
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29
Monday: Ipsen's ~$1.75B myelofibrosis bet
Ipsen buys Kartos, Viridian gets its TED approval, and Tavneos faces a sharper regulatory overhang.
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26
Friday: Merck KGaA drops $11.3B on Bio-Techne
Biogen takes the red pen to Apellis; Ionis hands off zilganersen
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25
Thursday: Two FDA approvals before lunch — and a $10.6B tender clock
Trop-2 ADC goes frontline, an antisense pancreatitis first, and a $10.6B tender clock now ticking.
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24
Wednesday: Lilly's $1.9B China bet — and Sangamo's fire sale
Two Big Pharmas circle a gene-therapy bankruptcy, and an oral GLP-1 posts 11.5%.
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23
Tuesday: AbbVie drops $10.9B to crash the eczema party
AbbVie buys its way into eczema. Plus Merck's TL1A Phase 3 win and Sanofi's EU MS nod.
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22
Monday: Insilico lands a backloaded $2.5B AI bet
MoonLake tees up Investor Day, Washington probes German pricing, and biotech tape stays oddly selective.
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18
Thursday: QURE +80% on an FDA U-turn
Biogen shops immunology, Kardigan banks $400M, and biotech tapes over a weak broader close.
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17
Wednesday: Moderna's flu do-over, and the AI-deal machine hums
Moderna faces the FDA panel, Lilly grabs more pain, and Merck writes another AI check.
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16
Tuesday: CRISPR's one-shot moment, Neumora's three-strike out
Intellia rewrites HAE, Spyre stokes TL1A takeout math, and Neumora cuts a third of staff.
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15
Monday: J&J's Talvey posts a 72% myeloma edge
J&J leads on Phase 3 myeloma, Sanofi expands Tzield, and Lilly adds a CLL win as biotech stays bid.
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12
Friday: Novo's pill era expansion; Takeda mugs BMS in broad daylight
Takeda bodies Sotyktu in a head-to-head, Penumbra gets its stroke green light, and Stockholm keeps the EHA data spigot open.
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11
Thursday: Parabilis didn't get the red-tape memo
Hot CPI and an oil-fueled risk-off dragged biotech down with the tape — even a record IPO and a Phase 3 win couldn't keep the screen green.
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10
Wednesday: $10.6B for Nuvalent and a record IPO
GSK reaches for the checkbook, Parabilis breaks the IPO record, and AstraZeneca gatecrashes the GLP-1 party.
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09
Tuesday: Incyte swings $2B at post-Jakafi insurance
Incyte spends $2B dodging its own patent cliff, J&J buys into degraders sight-unseen, AZ's diet pill stays in the race — and biotech somehow still closes red.
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08
Monday: Roche's $700M BTK bet + ADA's obesity firehose
Roche hands Nurix $700M for a BTK degrader, ADA can't stop shipping obesity data, and a chip rout drags the tape to its worst day since October.
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