The Archive

Previous editions of BioBucks

Daily biotech dealflow and market tape

August 2026

28
Friday: Roivant's first, Gilead's third, Genentech's $45M
Roivant finally has something to sell, and Genentech pays up for the payload after next.
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27
Thursday: FDA clears Revolution Medicines' Rasonque 6.5 months early
Revolution's review clock ran fast, Biohaven's ran out of patience at $795M.
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26
Wednesday: ARCH's $1.5B China NewCo and Jazz's 26.4-month OS
Plus: Zymeworks banks $250M and falls 7%. Bristol Myers walks.
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25
Tuesday: Merck's 3rd IRA loss and a 23% gene therapy gut-punch
Alzheimer's gets a blood test, Regenxbio gets five bad MRIs, Munich opens Friday.
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24
Monday: Roche pays $190M up front to keep the muscle on
Non-incretin obesity, a GOP letter aimed at China trial data, and Capricor’s PDUFA comes and goes.
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21
Friday: BMS rents AI models, Amgen walks from $500M in milestones
Roche commits $750M to a plant that won't fill a syringe until 2031.
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20
Thursday: Moderna's 177% day and two first-ever approvals
Moderna adds $44B of market cap in a session, and the FDA hands out two firsts.
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19
Wednesday: Trump's FDA pick and BioMarin's $275M bone bet
Overton heads for a Senate fight, and a third China trial death surfaces.
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18
Tuesday: EyePoint's 70% wipeout hits wet AMD
Duravyu's primary miss, a PD-1/VEGF curve that shrank, and AstraZeneca finally printing a win.
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17
Monday: AstraZeneca's 895-patient bispecific bet folds
Capricor doubles on an FDA reprieve, and Redx backs into Nasdaq with $125M.
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14
Friday: BMS lands the first CELMoD at $29,500 a cycle
Zipalertinib clears Phase 3, and the FDA puts a price on where you run Phase 1.
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13
Thursday: Definium's LSD pill goes 2-for-2 in Phase 3
Plus: PTC raids the Sangamo estate for $111M, and Vykat XR draws heat.
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12
Wednesday: Zydus options a $475M shot at alpha-1
Three drugmakers take Illinois to court, and crossover money backs an FSHD editor.
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11
Tuesday: Jazz pays $820M upfront for Actio
Jazz swings for rare epilepsy, Trump targets childhood shots, and Sionna hands Vertex a free pass.
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10
Monday: DC drafts brakes on $136B of China deal flow
Grail's failed test finally gets a date with an FDA panel.
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07
Friday: Latigo prices $345.6M, Replimune clears the FDA
Two rejections, one adcomm, one approval — plus $450M for a drug that reads out in 2029.
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06
Thursday: A $400B merger dies, 2 FDA nods land
Reuters says the AstraZeneca-Bristol Myers talks are off. Also: two IPOs price.
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05
Wednesday: PrEP clears $1B, KKR clears $5.7B
Hinge expands into digestive care, Gilead's Yeztugo beats, and Merck leans harder into the Keytruda combo play.
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04
Tuesday: Curium's $8B bid for the PSMA scan business
Curium takes Lantheus private, Pathos writes a $125M check, and Jazz raises the year.
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03
Monday: AstraZeneca and Bristol Myers float a $400B merger
Novo’s ZEUS misses on 6,300 patients. Apnimed’s debut pops 56%.
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July 2026

31
Friday: Replimune gets its 10-3 reset
FDA advisers back Replimune, Alnylam gets cut down to size, and the first pharma tariffs skip their Friday deadline.
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30
Thursday: J&J pays $785M upfront for in vivo CAR-T
J&J swings for Sail, Capricor gets a 9-3 adcomm rebuke, and reverse mergers still find $478M.
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29
Wednesday: J&J tries to cap a $5.5B talc overhang
J&J writes a $5.5B cheque to close the talc book, Altimmune's GLP-1 lands in the drinking clinic, and Yokohama sells out before it opens.
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28
Tuesday: AstraZeneca eyes ~$5B for its ADC as Ultomiris flops
An OS win and a rare-disease faceplant for AstraZeneca, an FDA ambush on Capricor a day before its panel, and MapLight's 66% haircut on the Cobenfy comp.
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27
Monday: argenx's $2.2B Forte grab reopens the M&A window
argenx bags an anti-CD122 antibody for $2.2B, and CHMP splits its rare-disease verdicts.
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