Newsletter
Mar 11, 2026
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1 min read
Vertex posted a Phase 3 kidney win as biotech financing stayed wide open, with Dianthus and Xenon both landing upsized offerings.
Mar 10, 2026
Biotech rips as Vertex lands a kidney win, Ipsen pulls Tazverik, and Servier keeps M&A alive with Day One.
Mar 9, 2026
Roche's oral SERD stumbles in first-line breast cancer, GSK monetises linerixibat for $300M upfront, and Xenon delivers a clean Phase 3 epilepsy win.
Mar 6, 2026
Zealand disappoints versus the obesity bar; FDA clears J&J’s Tec-Dara; China approves Pfizer-partnered ecnoglutide.
Mar 5, 2026
Hansa sets a PDUFA date, while MAIA raises $30M in public offering.
Mar 4, 2026
Teva/Blackstone fund TL1A; Sanofi signs a $1.5B JAK/ROCK license; biotech sells off harder than the market.
Mar 3, 2026
FDA clears Intellia’s Phase 3 CRISPR trials to restart, Candid picks a public path with $505M in new money, and uniQure gets a redo request.
Mar 2, 2026
Novartis finishes Avidity, Ascendis lands YUVIWEL approval, and Roche posts a third positive fenebrutinib Phase 3 in MS.
Feb 27, 2026
Generate prints a $400M IPO, Lilly posts a head-to-head win, and ataiBeckley shows an MDMA signal.
Feb 26, 2026
argenx drops positive VYVGART ocular MG topline as deal tape keeps moving (Aicuris, Larimar).
Feb 25, 2026
GSK pays $950M for 35Pharma, Novo resets Wegovy pricing, and non-dilutive funding keeps flowing.
Feb 24, 2026
Gilead-Arcellx goes big, FDA tees up bespoke-therapy rules, and Novo’s CagriSema takes a head-to-head hit.
Feb 23, 2026
Tariff authority shifts from “sudden” to “procedural,” while biotech M&A prints: Gilead pays up for Arcellx and MoonLake delivers a clean Phase 2 PoC.
Feb 20, 2026
Grail stumbles in the UK, FDA greenlights a new frontline CLL combo, and Candel prices its raise.
Feb 19, 2026
FDA reform chatter heats up, Novartis writes $100M upfront, and Korsana launches with $175M.
Feb 18, 2026
Novartis notches a remibrutinib Phase 3 win as Moderna hits an Arbutus patent speed bump.
Feb 17, 2026
Gilead pays up for synthetic lethality, while Moderna and Disc run into FDA roadblocks.
Feb 16, 2026
Roche posts a Phase 3 win in nephropathy; Nicox keeps NCX 470 on track; Lilly expands Retevmo into adjuvant NSCLC.
Feb 13, 2026
Moderna gets an FDA refuse-to-review on mRNA flu; Novocure wins a pancreatic label; BridgeBio posts positive Phase 3 in achondroplasia.
Feb 12, 2026
Leadership shuffle at Sanofi, plus a $400M Nektar raise and Ipsen’s 2026 guideposts.
Feb 11, 2026
FDA refuses to review Moderna’s flu filing; Nektar posts durable REZOLVE-AD maintenance; Evommune’s EVO301 Phase 2a pops the AD tape.
Feb 10, 2026
Regenxbio gets a CRL, Lilly pays up to ~$2.4B for Orna, and AgomAb closes a $200M IPO.
Feb 9, 2026
Leqembi gets China Priority Review, CSL shops recombinant IgG, and compounded GLP-1 heat rises.
Feb 6, 2026
Two IPO prints (SpyGlass + Agomab), FDA turns up the heat on compounded Wegovy copycats, and Angitia lands a $130m Series D.
Feb 5, 2026
FTC–Express Scripts insulin settlement, a Tavneos withdrawal ask, and a fresh IPO price tag for late-stage comps.
