Aug 10, 2026
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9 min read
Two rejections and a hostile review, then approval. Plus $8B for radiopharma
Aug 7, 2026
The obesity race got its answer this week. Plus Merck's RSV expansion and a China JV.
Aug 6, 2026
8 min read
A surprise yes after a brutal review. Plus the AZ BMS merger is dead and Novo dips again.
Aug 5, 2026
An 11 drug CNS company is born, and analysts doubt the $400B mega merger.
The FT reports merger talks. Plus Novo's heart drug fails and Capricor bombs its adcomm.
It cut a drug that worked to chase the obesity prize. Plus BMS's Alzheimer's data slips.
Section 232 hits today. The exemptions decide everything. Plus earnings come in strong.
Altimmune's drug cut drinking in a trial. And the big tariffs land tomorrow.
Doubts land days before the adcomm. Plus GSK's $2.5B restructuring and tariffs Friday.
Argenx bought Forte for vitiligo and celiac. Meanwhile Sanofi's $1.4B bet fell apart.
Lilly's triple hormone drug delivered again. Plus tariffs hit Friday and Otsuka landed an ADHD approval.
Its first lung cancer drug, weeks after closing. Plus a transatlantic breast cancer split.
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