Daily biotech dealflow + market tape in 5 minutes — for VC, BD&L, and public biotech investors.
Newsletter
May 13, 2026
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4 min read
Diamantas takes acting role; BridgeBio bests Pfizer in ATTR-CM; ECO 2026 obesity reads pile up.
May 12, 2026
15 min read
BMS drops $600M upfront on Hengrui's pipeline; Roche grabs a pTau217 CE mark; Novo's Wegovy 28% subgroup keeps the obesity arms race live.
May 11, 2026
Regulatory nerves, a Leqembi delay and one cleaner label win set the pace.
May 8, 2026
16 min read
Friday’s prints: LEQEMBI’s PDUFA slip, Odyssey’s $304M IPO/private-placement combo, and Blackstone’s $250M Anagram bet.
May 7, 2026
Angelini-Catalyst, Roche-PathAI, and Bayer-Perfuse: Big Pharma goes shopping.
May 6, 2026
Cytokinetics aficamten clears nHCM Phase 3, Avalo pairs Phase 2 HS data with $375M raise, Viridian posts second chronic TED win./
May 5, 2026
ACACIA-HCM topline today; Vertex ends Moderna-partnered VX-522; BioMarin raises FY26 to ~20% growth.
May 4, 2026
Axsome expands Auvelity into Alzheimer’s agitation; Veppanu clears FDA; UCB buys Candid for up to $2.2B.
May 1, 2026
Lilly resets the GLP-1 tape, Hemab and Seaport extend the IPO run, and LEO buys Replay.
