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...
CNS Pipeline Strategy
Lilly’s $7.8B Centessa Bet Signals a New M&A Playbook: Buy the Mechanism, Not the Molecule
Lilly's $7.8B Centessa acquisition, approved by UK High Court on June 22, reveals Big Pharma's new M&A logic: own...
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...
Biogen’s Immunology Buying Spree Reveals a Strategy the Neurology Playbook Can No Longer Support
Biogen's $1B RayThera deal is its second major immunology acquisition in two years. A pipeline pivot this deliberate signals...
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...
The Biased GLP-1 Signal: Ecnoglutide’s 35% Edge Over Semaglutide Is the Opening Shot in Obesity’s Next Competitive War
Sciwind's ecnoglutide beat semaglutide by 35% on weight loss in a head-to-head trial—and it signals a coming wave of...
mRNA 2.0 Is Not a Science Story — It’s a $31 Billion Platform Bet That Most Pipelines Aren’t Priced For
Nature Reviews Drug Discovery maps mRNA's expansion into enzyme replacement and cancer immunotherapy—here's what it means for pipeline valuations...
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...
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...
The Triple Threat: Incretin Multi-Agonists Are About to Redraw the $77B Obesity Map
Nature Reviews flags incretin multi-agonist reversal of obesity and diabetes — Lilly's retatrutide Phase 3 data signals the GLP-1...