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Mar 4, 2026 | Moderna’s $2.25B LNP Patent Settlement, FDA Fires 30 GLP-1 Compounding Warning Letters + Sotyktu PsA PDUFA Friday
Moderna agrees to pay up to $2.25 billion to settle the lipid nanoparticle patent dispute with GenevantSciences and Arbutus Biopharma — $950M upfront…
6 months, 1 week ago
Special Series| AI Reckoning Ep 2: From Molecule to Market — 173 AI Drugs in Trials, But Phase 2 Data Tells a Different Story
173 AI-discovered drugs in clinical development. Phase 1 success rates of 80-90% vs 52% traditional. But at Phase 2, the AI advantage disappears — an…
6 months, 2 weeks ago
Mar 3, 2026 | Novo’s $506M Oral GLP-1 Manufacturing Bet, Sotyktu PsA PDUFA Friday, Orforglipron Race Begins
Novo Nordisk commits €432 million ($506M) to expand oral semaglutide tablet manufacturing in Athlone,Ireland — a supply bet on oral Wegovy’s trajecto…
6 months, 2 weeks ago
Mar 2, 2026 | Gilead’s $7.8B CAR-T Bet, YUVIWEL Approved, PADCEV-Keytruda Resets Bladder Cancer
Gilead acquires Arcellx for $7.8B to challenge J&J’s Carvykti in multiple myeloma with a December FDAdecision approaching. Both Friday decisions reso…
6 months, 2 weeks ago
Mar 1, 2026 | CagriSema Week of Reckoning: Analysts Revise, Novo Regroups | YUVIWEL Approved + PRV Voucher | Weekend Edition
Seven analyst downgrades, Deutsche Bank at Hold with a 275 DKK target, Morningstar cutting CagriSema peaksales from $13B to $8B. We cover the open-la…
6 months, 2 weeks ago
Feb 27, 2026 | CagriSema's New Story After REDEFINE 4, GSK's $950M Activin Bet, Lilly Wins ACHIEVE-3
Novo's CagriSema misses non-inferiority against Zepbound in REDEFINE 4 — approval path intact,differentiation argument shifts to outcomes data. GSK p…
6 months, 2 weeks ago
Special Series| AI Reckoning Ep 1: The Reckoning — 5% of Pharma Has AI Advantage, 95% Still Running Pilots
Only 5% of pharma companies have turned AI into competitive advantage. 89% of AI pilots fail to scale. The gap is widening, not closing. We unpack th…
6 months, 2 weeks ago