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Upfront Briefing
ASH weekend delivered a firehose of hematology readouts, from bleeding disorders and sickle cell to multiple myeloma and AML. Regulators grabbed headlines too: ACIP walked back universal hep B birth dosing while FDA turmoil stoked fresh public‑health worries.
On the money side, Freenome is heading public via a $330M SPAC, Natera is bulking up in MRD, and XBI keeps grinding higher as investors lean into oncology, gene therapy, and rare neuro plays.
Tape Action
| Instrument |
Last close |
1D % |
YTD % |
| S&P 500 |
6,869.1 |
0.2% |
16.8% |
| Nasdaq 100 |
25,689.5 |
0.4% |
22.3% |
| Russell 2000 |
2,521.6 |
(0.4%) |
13.1% |
| XBI |
123.4 |
0.1% |
37.0% |
| Nasdaq Biotech Index |
5,738.8 |
(0.4%) |
33.1% |
The Big 3
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1
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ASH 2025 spotlights promising new data in blood disorders, cancer
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ASH 2025 brings new clinical data on therapies for blood disorders and cancers, with updates from Star, Gilead, and others.
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Why it matters:
New clinical data from ASH 2025 highlight promising therapies for blood disorders and cancers, potentially impacting treatment standards.
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Source:
Endpoints
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More:
STAT; STAT; Fierce Biotech
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2
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ACIP changes hepatitis B vaccine birth dose guidance
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ACIP has dropped its universal hepatitis B birth dose recommendation, potentially affecting vaccination protocols and public health.
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Why it matters:
ACIP's decision to drop universal hepatitis B birth dose recommendation may impact vaccination protocols and public health policies.
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Source:
Endpoints
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More:
BioPharma Dive; Fierce Pharma
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3
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Freenome to go public via $330M SPAC deal
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Freenome will go public through a $330M SPAC deal, reflecting investor interest in early cancer detection and biotech IPOs.
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Why it matters:
Freenome's SPAC deal highlights ongoing investor interest in early cancer detection technologies and biotech IPO activity.
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Source:
STAT
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More:
Fierce Biotech
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Everything Else that broke
- Praxis Precision Medicines reports early efficacy success in a rare epilepsy trial, advancing clinical development for genetic epilepsies. Endpoints
- Breyanzi's FDA approval for marginal zone lymphoma expands treatment options for rare lymphoma patients and marks a CAR-T milestone. Endpoints
- A German court has blocked Merck's subcutaneous Keytruda launch due to a patent dispute with Halozyme, delaying market access. Endpoints
- Five-year data confirm Hemgenix's sustained bleeding reduction, supporting gene therapy's role in hemophilia B treatment. Fierce Pharma
- Industry voices warn that FDA instability threatens public trust and could impact drug development and approvals. Fierce Pharma
Deal Flow
M&A / BD&L
- Natera is acquiring Foresight Diagnostics in a deal worth up to $450M, expanding its cancer testing portfolio. Fierce Biotech
VC / Private Financings
- OTR Therapeutics has raised $100M from Pfizer Ventures and others to expand its asset portfolio and drug development. Endpoints
IPOs / Follow-Ons
- Freenome will go public through a $330M SPAC deal, reflecting investor interest in early cancer detection and biotech IPOs. STAT
Academic Corner
- No notable academic headlines since the last edition.
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