Federal strategy shifts from mRNA to oral antivirals • Monthly GLP-1 hits 10–12% vs. 15%+ bar • Quest MRD disrupts bone marrow biopsies
PreCheck applications now open. Venglustat wins Gaucher, misses Fabry.
Originating site restrictions return. AZ pays $1.2B upfront for monthly obesity dosing platform.
GRAIL's multi-cancer test PMA filed • Formation's $500M autoimmune buy • RFK Jr. revamps Alzheimer's priorities • Oracle's AI data launch
Cell therapy manufacturing pivots to scale, Quadruplet myeloma becomes standard, AAV safety pressure rises
UnitedHealth crashes on MA rate shock & guidance cut; Intellia clears partial CRISPR hold; Resonetics M&A and Boston Scientific updates inside.
Sarepta’s 3-year durability resets gene therapy risk, UnitedHealth earnings frame utilization pressure, FDA tightens MRD expectations.
Why milestone-heavy deals, AI workflows, and payer rules now shape execution risk.
Janux secures $850M BMS deal; Corxel raises $287M for oral obesity; Mendra launches with $82M.
FDA drafts MRD guidance for myeloma; IntraBio hits Phase 3 endpoints; BioCryst/Astria merger set to close.
Gedatolisib earns Priority Review with a July 17 PDUFA date; Worldwide acquires Catalyst amid CRO consolidation. Plus oncology updates and J&J earnings to watch.
Absorbing Friday’s Ionis, Blueprint, and Krystal raises, plus what to watch ahead of J&J’s Q4 print on Stelara erosion and MedTech recovery.
Post-JPM reset · $2.5B capital clear-out · JNJ/Abbott earnings setup
Financing floods, Sarepta’s reality check, PBMs reposition, and the true cost of capital emerges.
JPM Day 3: Intuitive signals staffing recovery, Vertex locks in pain dominance, and the FDA’s new digital stance.
Lilly’s access strategy, AbbVie’s manufacturing signal, and what it means for license-to-operate in 2026.
Deep dive into Amgen’s "Springboard" year, Vertex’s launch metrics, and the new RNAi duopoly.
Lilly–Ventyx sets valuation context, Aktis IPO provides a benchmark, and policy risk stays in check.
Lilly buys Ventyx ($1.2B) · Aktis prices upsized IPO · Parabilis & Alveus raise big · 340B rebate blocked · Krystal de-risks inhaled gene therapy.
Capital Markets Re-Open | Jazz/Zymeworks Data Due | Executive Shuffle at SAB Bio
The "Oral Obesity" War Heats Up | ASCO GI Preview | Bright Minds Breakout
Important Omeros/Corcept Update Inside | Validated Conference Playbook | The "Bolt-On" Era Begins
5 Stocks to Buy Before JPM | Gilead M&A Rumors | Poll Results: You Are Bullish
CORT & VNDA Approved | Omeros CRL | JPM Conference Preview
Monday's "Validation" Rally | ⚠️ 4 Binary Events During the Break | 📉 Top Picks for Jan 2
