Abbisko and Lilly’s Deepening Tie Shows How Oncology’s Real M&A Is Happening in the Shadows
Abbisko Therapeutics expands its Lilly R&D collaboration, revealing how mid-stage oncology biotechs are trading equity upside for pipeline survival...
Teva’s Ecopipam NDA Looks Like a Pipeline Win. The Commercial Math Is More Complicated.
Teva filed an NDA for ecopipam, a first-in-class pediatric Tourette therapy, but orphan drug status and $15B in debt...
The $195 Million Voucher: How Denali Turned a Hunter Syndrome Approval Into a Pipeline War Chest
Denali's $195M PRV sale after AVLAYAH's March 2026 FDA approval reveals how rare disease wins now fund the next...
Isomorphic Labs Just Made $2.1 Billion Obsolete as a Number: The Real Bet Is on What Comes After Phase 2
Isomorphic Labs' $2.1B raise signals AI drug discovery has crossed from hype to pipeline — and traditional pharma R&D...
Lilly’s $2.3B JAK2 Bet Just Showed Its First Cards — and the Myelofibrosis Market Won’t Be the Same
Lilly's AJ1-11095 hit 70% spleen volume reduction in post-ruxolitinib patients at EHA 2026, threatening Incyte's $1.5B ruxolitinib franchise with...
The Molecular Logic Behind Roche’s Colon Cancer Priority Review That No One Is Explaining
Roche's FDA Priority Review for Tecentriq in dMMR/MSI-H stage III colon cancer has an October 9 decision date. Here's...
Tonix’s Second GPO Agreement for TONMYA Signals a Market Access Inflection Point for Fibromyalgia Coverage
Tonix Pharmaceuticals secured a second GPO agreement June 1, 2026, expanding TONMYA commercial coverage to ~52M U.S. lives—10 months...
Kura’s Darlifarnib Is Chasing a KRAS Crown No One Has Yet Claimed — But the Combination Math Is Harder Than It Looks
Kura Oncology's darlifarnib shows a 44% ORR in ccRCC and targets multiple KRAS mutations. Can it outflank sotorasib and...
FDA’s Priority Review Acceptance for Giredestrant NDA Sets a November 2026 Decision Clock for the Adjuvant SERD Market
FDA accepted Roche's giredestrant NDA under Priority Review on June 2, 2026—targeting a November 2026 action date for the...
Medtronic’s Discount Is a Weapon — If Management Has the Nerve to Use It
Medtronic trades at 21.2x earnings while sitting on 170+ active trials and a balance sheet built for deals. The...