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Daily Roundup | J&J Bispecific Combo Cuts Myeloma Progression Risk 89%
J&J's Tecvayli–Talvey combo cut the risk of myeloma progression or death by 89% in earlier-line disease. Plus an FDA panel endorses wellness peptides…
12 hours ago
Daily Roundup | GSK Wins First Lung Cancer Approval — Jideytro Validates a $10.6B Bet
GSK's Jideytro cleared the FDA two months early — a week after the $10.6B Nuvalent deal closed — for GSK's first lung cancer approval. Plus Arrowhead…
1 day, 18 hours ago
Daily Roundup | Novo Sues Lilly Over GLP-1 Ads: The Dose-Comparison Fight That Could Rewrite Obesity Marketing
Novo Nordisk sued Eli Lilly in federal court over "deceptive" ads comparing high-dose Zepbound and Mounjaro to lower-dose Wegovy and Ozempic. Also: G…
2 days, 14 hours ago
Daily Roundup | Tempus AI Buys Personalis for $1.5B in MRD Cancer Push
Tempus AI is buying Personalis for $1.5 billion, betting on cancer monitoring before reimbursement catches up. Plus Samsung Biologics' $1.8B all-cash…
3 days, 18 hours ago
Week in Review | GSK Kills Camlipixant: The P2X3 Cough Bet Just Went to Zero
GSK wrote off most of a $2 billion bet as camlipixantbecomes the third P2X3 antagonist to fail in chronic cough. Plus Lilly's $2.8B AtaiBeckley deal …
4 days, 19 hours ago
Daily Roundup | GSK Kills Camlipixant: The $2B Bellus Bet Unravels
GSK shelved camlipixant after mixed Phase 3 data — the third P2X3 chronic cough drug to fail and a blow to its ~$2B Bellus Health deal. Plus Jasper T…
6 days, 10 hours ago
Daily Roundup | Merck's Sac-TMT Beats Chemo in Lung Cancer — Keytruda's Cliff Answer
Merck's sac-TMT beat chemotherapy in first-line PD-L1-negative lung cancer — the emerging answer to Keytruda's patent cliff. Plus: Europe approves No…
1 week, 1 day ago
Daily Roundup | Celcuity Revtorpyk Approved: The Label Line That Makes It a Takeout Target
Celcuity's Revtorpyk (gedatolisib) wins FDA approval in HR+/HER2- breast cancer on a 0.24 hazard ratio — and the stock jumped to $111. Plus AstraZene…
1 week, 2 days ago
Daily Roundup | GSK to File Jemperli in Rectal Cancer After Phase 2 Win
GSK will file Jemperli with the FDA for dMMR rectal cancer after a Phase 2 win, extending its PD-1 franchise into curative-intent oncology. Plus Q32 …
1 week, 3 days ago
Week in Review | AstraZeneca's Wainua Stumbles: The Clinic Pushed Back on Pharma's Deal Boom
AstraZeneca's Wainua missed in cardiomyopathy — one of three clinical setbacks in five days even as pharma dealmaking stayed red-hot with Vertex's ~$…
1 week, 4 days ago