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Mar 16, 2026 | Structure Therapeutics Oral GLP-1 Data Rivals Orforglipron; BioMarin Halts Voxzogo Studies
Structure's aleniglipron delivers 16.3% weight loss in Phase2 — challenging Lilly's orforglipron in the oral GLP-1 race. Plus BioMarin's Voxzogo safe…
4 months, 1 week ago
Mar 15, 2026 | Immutep LAG-3 Phase 3 Failure Crashes Stock 88%; Ultragenyx Gene Therapy Hits OTc
Immutep's LAG-3 drug eftilagimod alfa fails Phase 3 futility analysis in NSCLC—stock drops 88%. Ultragenyx DTX301 gene therapy hits co-primary endpoi…
4 months, 1 week ago
Mar 13, 2026 | GSK Arexvy Expands to At-Risk Adults 18-49; Novartis Cosentyx Pediatric HS Approval
GSK wins FDA clearance to expand Arexvy RSV vaccine to at-risk adults ages 18-49 — the broadest age indication in the RSV market. Plus: Novartis clai…
4 months, 1 week ago
Mar 12, 2026 | Ultragenyx Gene Therapy Hits Phase 3 Endpoint; Lilly's $3B China Bet; LAG-3 Oncology Setback
Ultragenyx's gene therapy clears pivotal trial for raremetabolic disease — a critical win for the gene therapy sector. Lilly invests $3B in China man…
4 months, 1 week ago
The AI Reckoning — Episode 4: Who Wins
Three competitive strategies. A $135.7 billion Chineseout-licensing signal. Three diverging regulatory frameworks. We pull together everything from t…
4 months, 1 week ago
Mar 11, 2026 | Vertex Kidney Drug Hits Phase 3; Lilly's $3B China Expansion; UCB Bimzelx Beats Skyrizi
Vertex clears Phase 3 in kidney disease as after-hoursshares surge. Plus Lilly commits $3B to China GLP-1 manufacturing, UCB's Bimzelx defeats AbbVie…
4 months, 1 week ago
Mar 10, 2026 | BioNTech's co-founders just walked away
BioNTech's co-founders just walked away. Both of them. Sameday. They're starting a new mRNA company from scratch. And the FDA approved a drug today w…
4 months, 1 week ago
Mar 09, 2026 | Novo Nordisk Partners with Hims on GLP-1 Distribution; BMS Wins Sotyktu PsA Approval
Novo Nordisk and Hims end legal battle, team up for branded GLP-1 telehealth distribution. BMS gets Sotyktu psoriatic arthritis approval and Phase 3 …
4 months, 2 weeks ago
The AI Reckoning — Episode 3: The Agentic Enterprise
Agentic AI is moving from augmenting human work to acting autonomously — monitoring supply chains, adjusting production parameters, generating medica…
4 months, 2 weeks ago
Weekend Round Up March 08, 2026: Gilead's $7.8B CAR-T Bet; Servier Acquires Day One for $2.5B
This week, the pharma industry stacked three of the year's biggest deals in five days — and the FDA quietly told us something important about what ha…
4 months, 2 weeks ago