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Oliver Buchannon
BioMed Nexus

FDA Rejects Replimune's Melanoma Drug Again, and the Company May Walk Away | The Week Ahead

FDA Rejects Replimune's Melanoma Drug Again, and the Company May Walk Away | The Week Ahead

RP1 got a second complete response letter on Friday. Replimune says development is no longer viable without accelerated approval. Biopharma raised $22.8B in Q1. Plus a full look at the week ahead.

PhRMA's Longest-Serving CEO Is Stepping Down • FDA Proposes a Faster Path to Phase 1

PhRMA's Longest-Serving CEO Is Stepping Down • FDA Proposes a Faster Path to Phase 1

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.

Sanofi's Dupixent Successor Hits in Asthma, Misses in Eczema • AbbVie Lists Humira on TrumpRx at 86% Off

Sanofi's Dupixent Successor Hits in Asthma, Misses in Eczema • AbbVie Lists Humira on TrumpRx at 86% Off

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.

Gilead Makes Its Third Acquisition in 6 Weeks • Neurocrine Pays $2.9B for Prader-Willi Drug

Gilead Makes Its Third Acquisition in 6 Weeks • Neurocrine Pays $2.9B for Prader-Willi Drug

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.

Lilly's Oral GLP-1 Foundayo Is Approved and Shipping • Anthropic Pays $400M for a Biotech AI Team

Lilly's Oral GLP-1 Foundayo Is Approved and Shipping • Anthropic Pays $400M for a Biotech AI Team

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.

Trump Imposes 100% Tariffs on Patented Pharmaceuticals

Trump Imposes 100% Tariffs on Patented Pharmaceuticals

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.

Q1 Ends with $46.8B in M&A and a 7% XBI Surge • Immunovant TED Trial Misses

Q1 Ends with $46.8B in M&A and a 7% XBI Surge • Immunovant TED Trial Misses

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 Launches Wegovy Subscriptions, Cuts 400 Manufacturing Jobs, and Medtronic Expands Its Surgical Robot

Novo Launches Wegovy Subscriptions, Cuts 400 Manufacturing Jobs, and Medtronic Expands Its Surgical Robot

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.

$13.4B in M&A Drops in a Single Day • Lilly Enters Sleep Medicine

$13.4B in M&A Drops in a Single Day • Lilly Enters Sleep Medicine

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.

Lilly’s $2.75B AI Deal Resets Drug Discovery

Lilly’s $2.75B AI Deal Resets Drug Discovery

Largest AI drug deal ever. Takeda cuts 634 jobs. White House circulates drug pricing legislation.

First Gene Therapy for LAD-I Approved • ACC.26 Reshapes Cardiology

First Gene Therapy for LAD-I Approved • ACC.26 Reshapes Cardiology

Rocket clears FDA with Kresladi. Two NEJM trials shift PE and AFib treatment. Orforglipron decision in 11 days.

Sarepta’s siRNA breakout (+35%)

Sarepta’s siRNA breakout (+35%)

90%+ gene knockdown in FSHD validates the Arrowhead pivot. Plus: Maze’s data disconnect and Rocket’s PDUFA countdown.

Merck Pays $6.7B to Secure Its Post-Keytruda Future

Merck Pays $6.7B to Secure Its Post-Keytruda Future

Maze delivers first APOL1 proof, Rocket’s PDUFA hits Friday

$3B in T-Cell Engager Deals Drop in One Day • Gilead and Sanofi Bet Big

$3B in T-Cell Engager Deals Drop in One Day • Gilead and Sanofi Bet Big

Gilead pays $1.675B for Ouro Medicines. Sanofi pays $1.23B for Kali's trispecific. The autoimmune playbook just changed overnight.

Pfizer's Lyme Vaccine Misses But Files Anyway • Apogee's Twice-a-Year Eczema Shot

Pfizer's Lyme Vaccine Misses But Files Anyway • Apogee's Twice-a-Year Eczema Shot

A 73% efficacy result wasn't enough to hit the statistical bar. Zumilokibart challenges Dupixent on dosing. And ARIKAYCE expands its frontline case.

Four FDA Approvals in One Week • Novartis Drops $3B • The Obesity War Just Got a New Front

Four FDA Approvals in One Week • Novartis Drops $3B • The Obesity War Just Got a New Front

Wegovy HD, Imcivree, Icotyde, and Lynavoy all cleared. Novartis grabs a breast cancer asset. And retatrutide put the metabolic field on notice.

Rhythm Wins HO Approval | Lilly's Triple Agonist Crushes Ph3 | The GLP-1 Arms Race

Rhythm Wins HO Approval | Lilly's Triple Agonist Crushes Ph3 | The GLP-1 Arms Race

Imcivree lands its fourth indication, retatrutide delivers 36.6 lbs of weight loss in diabetes, and Lilly builds a metabolic monopoly.

J&J Cracks the Oral IL-23 Code • Gossamer Cuts 48% • Rhythm's Moment Is Tomorrow

J&J Cracks the Oral IL-23 Code • Gossamer Cuts 48% • Rhythm's Moment Is Tomorrow

First oral targeted psoriasis pill gets FDA nod, another PAH contender craters, and Imcivree's HO decision lands in less than 24 hours.

Bicycle Shelves Padcev Challenger • Aldeyra's 3rd CRL • Jensen Huang's $1T Flex

Bicycle Shelves Padcev Challenger • Aldeyra's 3rd CRL • Jensen Huang's $1T Flex

Rhythm's PDUFA lands Friday, Lilly's obesity pill decision looms, and GTC puts pharma AI under the microscope.

Pharma’s GPU Arms Race Accelerates: Roche vs. Lilly at GTC

Pharma’s GPU Arms Race Accelerates: Roche vs. Lilly at GTC

ACIP meets Wednesday, Rhythm’s PDUFA lands Friday, and China clears the first commercial BCI.

Lilly Flags GLP-1 Impurity • Hims Exits Compounding • Sana Durability

Lilly Flags GLP-1 Impurity • Hims Exits Compounding • Sana Durability

Sana validates the T1D cure thesis at 14 months, ACIP meets Wednesday, and Rhythm's PDUFA lands Friday.

Lilly's Compounding Crackdown • Ultragenyx Hits Ph3 • Novo's Asset Slide

Lilly's Compounding Crackdown • Ultragenyx Hits Ph3 • Novo's Asset Slide

A new tirzepatide-B12 impurity escalates the GLP-1 compounding war as Pfizer winds down its biotech incubator.

BridgeBio’s LGMD Breakthrough • Stryker Cyberattack • Vima Adds $40M

BridgeBio’s LGMD Breakthrough • Stryker Cyberattack • Vima Adds $40M

FORTIFY Phase 3 data positions BBP-418 as the first LGMD therapy while Evotec cuts 800 jobs and CAR-T competition intensifies.

FDA Sets “Trial-Free” Precedent for Ultra-Rare Disease • BioNTech Founders Pivot • Hims Lands Ozempic

FDA Sets “Trial-Free” Precedent for Ultra-Rare Disease • BioNTech Founders Pivot • Hims Lands Ozempic

Leucovorin approved using literature evidence alone as BioNTech shares drop and GLP-1 telehealth tensions ease.

Japan Approves First iPS Therapies • Xenon’s Record Epilepsy Data • FDA Eases Biosimilar Path

Japan Approves First iPS Therapies • Xenon’s Record Epilepsy Data • FDA Eases Biosimilar Path

Azetukalner posts the strongest pivotal epilepsy efficacy ever as Vertex advances its kidney disease filing.

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