Apr 10, 2026
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12 min read
Steve Ubl exits after a decade navigating drug pricing wars and the pandemic. The FDA wants an expedited IND pathway to speed Phase 1 trials. Plus: the week in review.
Apr 9, 2026
10 min read
Lunsekimig met primary endpoints in asthma and nasal polyps but missed in atopic dermatitis. AbbVie's 86% Humira discount signals how pharma is responding to Section 232 tariffs. Foundayo rollout continues.
Apr 8, 2026
11 min read
Gilead pays up to $5B for ADC specialist Tubulis. That's $15B in 3 deals since late February. Neurocrine enters rare metabolic disease with Soleno's Vykat XR. The M&A machine keeps running.
Apr 7, 2026
The FDA approved orforglipron on April 1 under the CNPV program. It's already shipping through LillyDirect at $149/month. Anthropic acquired a 10-person biotech AI startup. Takeda dumps Denali. The global pipeline contracts for the first time in 30 years.
The Section 232 order is the most significant trade action to hit pharma in decades. Generics and biosimilars are exempt. Companies with MFN pricing deals pay zero. A separate investigation into medical devices is active. Orforglipron in 4 days.
Biopharma spent nearly $47B on 19 deals in Q1. The XBI surged 7% on the last day of the quarter. Immunovant's batoclimab missed in both Phase 3 TED studies. Orforglipron in 7 days.
Novo's new pricing model signals where obesity is headed. 400 jobs gone at the ex-Catalent site. Medtronic's Stealth Axis cleared for cranial and ENT. Orforglipron in 8 days.
Lilly pays $7.8B for Centessa's narcolepsy pipeline. Biogen pays $5.6B for Apellis at a 140% premium. And orforglipron is 9 days away.
Largest AI drug deal ever. Takeda cuts 634 jobs. White House circulates drug pricing legislation.
Rocket clears FDA with Kresladi. Two NEJM trials shift PE and AFib treatment. Orforglipron decision in 11 days.
90%+ gene knockdown in FSHD validates the Arrowhead pivot. Plus: Maze’s data disconnect and Rocket’s PDUFA countdown.
Maze delivers first APOL1 proof, Rocket’s PDUFA hits Friday
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