Drug Approval Strategy

The Six-Month Shot That Broke HIV’s Business Model: Lenacapavir Is Rewriting Who Wins in a Market Everyone Thought Was Settled

Gilead's lenacapavir approval for HIV PrEP—100% efficacy, twice-yearly dosing—threatens daily-pill incumbents and signals a mechanism arms race across the...

By Moe Alsumidaie
May 4, 2026

Trend Watch

Late-Stage or Nothing: How Big Pharma Is Rewriting the M&A Playbook One NDA Away From Filing

Teva's $900M Emalex deal for NDA-ready ecopipam in Tourette syndrome signals a pharma M&A shift: buy at Phase 3...

By Moe Alsumidaie
April 29, 2026

Moe Alsumidaie

Chief Editor

Drug Approval Strategy

The Six-Month Shot That Broke HIV’s Business Model: Lenacapavir Is Rewriting Who Wins in a Market Everyone Thought Was Settled

Late-Stage or Nothing: How Big Pharma Is Rewriting the M&A Playbook One NDA Away From Filing