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Daily biotech dealflow + market tape in 5 minutes — for VC, BD&L, and public biotech investors.


Newsletter

Friday: Regeneron goes free (yes, really)

Apr 24, 2026

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16 min read

Friday: Regeneron goes free (yes, really)

Friday’s big three: an FDA gene-therapy approval with a “free in the U.S.” twist, a federal drug-cost agreement, and an AbbVie CRL tied to manufacturing.

Newsletter

Thursday: Dupixent pediatrics + the $9B Inhibrx bid-watch

Apr 23, 2026

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15 min read

Thursday: Dupixent pediatrics + the $9B Inhibrx bid-watch

Dupixent picked up a U.S. label in children aged 2–11 with uncontrolled chronic spontaneous urticaria, while Inhibrx’s oncology assets entered the bid-watch zone.

Newsletter

Wednesday: Labels expand, MS data lands

Apr 22, 2026

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15 min read

Wednesday: Labels expand, MS data lands

Heavy AAN day: Roche's fenebrutinib and ENSPRYNG both deliver, Merck's Welireg 1L RCC bet fails, Sanofi and Ipsen expand labels.

Newsletter

Tuesday: Lilly drops $3.25B on in vivo CAR-T

Apr 21, 2026

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13 min read

Tuesday: Lilly drops $3.25B on in vivo CAR-T

Lilly’s Kelonia deal resets in vivo CAR-T comps, Trump’s psychedelics order pulls review timing into focus, and Roche’s lupus filing puts a label expansion on the clock.

Newsletter

Monday: Cell therapy comps and fast-track vibes

Apr 20, 2026

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16 min read

Monday: Cell therapy comps and fast-track vibes

UCB buys Neurona, Novo’s etavopivat clears Phase 3, and Lilly-Kelonia could turn from rumour to deal today.

Newsletter

Friday: Dilution season, plus IPO tape

Apr 17, 2026

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15 min read

Friday: Dilution season, plus IPO tape

Trevi prices $150M, Kailera lands a $625M IPO, and Spyre closes $463.5M as biotech lags the tape.

Newsletter

Thursday: FDA’s peptide pivot, Beeline’s $300M and Nkarta’s unlock

Apr 16, 2026

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15 min read

Thursday: FDA’s peptide pivot, Beeline’s $300M and Nkarta’s unlock

FDA moves to reopen compounded-peptide access, Beeline debuts with $300M and 5 BMS assets, and Nkarta scales autoimmune cell therapy.

Newsletter

Tuesday: Revmed lands, radiopharma loads up

Apr 14, 2026

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1 min read

Tuesday: Revmed lands, radiopharma loads up

Revolution posts standout pancreatic cancer survival data, Travere wins in FSGS, and Regeneron expands into radiopharma.

Newsletter

Monday: Regulators swing the bat

Apr 13, 2026

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1 min read

Monday: Regulators swing the bat

Replimune takes CRL #2, HHS rewrites ACIP governance, and SynOx posts positive Phase 3 topline data.

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