J&J’s MonumenTAL-3 Data Rewrites the Myeloma Playbook Before the Ink Dries on DPd
MonumenTAL-3 delivers 81.3% PFS at 24 months for talquetamab plus daratumumab, threatening DPd's grip on earlier RRMM treatment lines.
Adaptive Biotechnologies’ Split Isn’t a Retreat — It’s a Confession That One Company Can’t Serve Two Masters
Adaptive Biotechnologies separates its profitable $145M MRD diagnostics unit from its AI-driven TCR platform, betting two focused stories beat...
Biotech’s Uncomfortable Adolescence: Capital Is Back, But the Industry Has Changed Permanently
Biotech VC hit $26B in 2024 as IPOs lagged and China licensing surged—here's what the recovery's structure reveals about...
Novo Nordisk’s Zenagamtide Isn’t Chasing Ozempic — It’s Trying to Make Tirzepatide Obsolete
Novo Nordisk's zenagamtide hit 14.6% weight loss and 89.1% A1C control in Phase 2. Here's what the ADA 2026...
J&J’s PROTEUS Data Doesn’t Just Beat the Standard of Care — It Buries It
J&J's Phase 3 PROTEUS trial shows apalutamide before and after surgery cuts metastasis or death risk in high-risk prostate...
The $4 Billion AI Drug Discovery Bet Has a Hidden Ceiling No One Is Pricing In
AI drug discovery attracted $4B in 2024 VC funding, but Phase 3 attrition, payer skepticism, and regulatory opacity threaten...
Seer’s Board Keeps Saying No — But the Real Question Is Whether $2.40 Is an Insult or an Intervention
Seer's board has now rejected three unsolicited bids from the Radoff-JEC Group. At $2.40/share, the offer exposes a brutal...
BMS Just Paid to Solve Its Patent Cliff With Someone Else’s Pipeline
Bristol Myers Squibb's 13-program deal with Hengrui Pharma is the clearest signal yet that Western pharma's next growth decade...
argenx’s $1.3 Billion Quarter Proves FcRn Dominance — Now the Real Test Begins
argenx hit $1.3B in Q1 2026 product sales, up 63% YoY. With two VYVGART label expansions pending and empasiprubart...
The $29 Billion March Wasn’t a Spike — It’s the Opening Bid for a Restructured Industry
Seven biopharma deals worth $29 billion closed in the final two weeks of March 2026. The street called it...