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BioMed Nexus
Oliver Buchannon
BioMed Nexus

Replimune Won on the Third Try, and the FDA Blinked

Replimune Won on the Third Try, and the FDA Blinked

Two rejections and a hostile review, then approval. Plus $8B for radiopharma

Lilly Hit a $1 Trillion Cap. Amgen Cut an Obesity Drug

Lilly Hit a $1 Trillion Cap. Amgen Cut an Obesity Drug

The obesity race got its answer this week. Plus Merck's RSV expansion and a China JV.

Replimune Won Its Adcomm Despite the FDA's Own Doubts

Replimune Won Its Adcomm Despite the FDA's Own Doubts

A surprise yes after a brutal review. Plus the AZ BMS merger is dead and Novo dips again.

Supernus and Indivior Are Merging Into a CNS Powerhouse

Supernus and Indivior Are Merging Into a CNS Powerhouse

An 11 drug CNS company is born, and analysts doubt the $400B mega merger.

AstraZeneca and BMS Reportedly Weigh a $400B Merger

AstraZeneca and BMS Reportedly Weigh a $400B Merger

The FT reports merger talks. Plus Novo's heart drug fails and Capricor bombs its adcomm.

Roche Is Killing a Winner to Go All In on Obesity

Roche Is Killing a Winner to Go All In on Obesity

It cut a drug that worked to chase the obesity prize. Plus BMS's Alzheimer's data slips.

The 100% Pharma Tariffs Are Real Now, and Here's Who Pays

The 100% Pharma Tariffs Are Real Now, and Here's Who Pays

Section 232 hits today. The exemptions decide everything. Plus earnings come in strong.

GLP-1s Just Showed They Might Curb Heavy Drinking Too

GLP-1s Just Showed They Might Curb Heavy Drinking Too

Altimmune's drug cut drinking in a trial. And the big tariffs land tomorrow.

FDA Reviewers Cast Doubt on Capricor Before Its Hearing

FDA Reviewers Cast Doubt on Capricor Before Its Hearing

Doubts land days before the adcomm. Plus GSK's $2.5B restructuring and tariffs Friday.

Argenx Is Paying $2.2B to Grow Beyond Its Blockbuster

Argenx Is Paying $2.2B to Grow Beyond Its Blockbuster

Argenx bought Forte for vitiligo and celiac. Meanwhile Sanofi's $1.4B bet fell apart.

Retatrutide Just Hit in Two More Phase 3 Trials

Retatrutide Just Hit in Two More Phase 3 Trials

Lilly's triple hormone drug delivered again. Plus tariffs hit Friday and Otsuka landed an ADHD approval.

GSK's $10.6B Nuvalent Bet Just Delivered Its First Approval

GSK's $10.6B Nuvalent Bet Just Delivered Its First Approval

Its first lung cancer drug, weeks after closing. Plus a transatlantic breast cancer split.

Trump Is Coming for Generic Drug Imports With 2028 Tariffs

Trump Is Coming for Generic Drug Imports With 2028 Tariffs

Indian pharma stocks fell hard. Plus pharma lobbies to soften the China restrictions.

Novo Sued Lilly, and the GLP-1 War Went to Court

Novo Sued Lilly, and the GLP-1 War Went to Court

The obesity giants are in federal court now. Plus Novartis opens earnings with 3% growth.

Lilly Has Bought 11 Companies This Year, More Than Anyone

Lilly Has Bought 11 Companies This Year, More Than Anyone

No one deals like Lilly. Plus the readouts that define the week ahead.

IgA Nephropathy Just Turned Into a Three Way Race

IgA Nephropathy Just Turned Into a Three Way Race

Novartis got full approval, Vera's in, Vertex is next. Plus a soft start to earnings season.

Lilly Bets $3.8B on Psychedelics as the China Deadline Lands

Lilly Bets $3.8B on Psychedelics as the China Deadline Lands

Merck cracked the first oral PCSK9. And we map how the China fight actually ends.

Biogen's Tau Drug Wowed the Science and Spooked the Market

Biogen's Tau Drug Wowed the Science and Spooked the Market

An unprecedented tau drop, a missed endpoint, an 8% slide. Plus Celcuity's first approval.

AstraZeneca Bet $600M on China Again, Days Before the Deadline

AstraZeneca Bet $600M on China Again, Days Before the Deadline

Its biggest China upfront yet, right before Friday. Plus injectable Leqembi gets cleared.

Washington Wants China's Trials Back. It Has Three Days to Make Its Case.

Washington Wants China's Trials Back. It Has Three Days to Make Its Case.

Operation TrialBlazer is the carrot. Friday's deadline is the stick. Both aimed at the same problem.

AstraZeneca's Heart Drug Failed, and the ATTR Debate Just Reopened

AstraZeneca's Heart Drug Failed, and the ATTR Debate Just Reopened

Wainua flunked Phase 3. Meanwhile the China deadline hits Friday and the deals keep landing.

AstraZeneca Signed Two China Deals This Week, Probe and All

AstraZeneca Signed Two China Deals This Week, Probe and All

Eight days to the July 17 deadline and the deals keep coming. Plus Krazati stumbles and GSK walks.

ertex Buys Crinetics for $10B to Push Past Cystic Fibrosis

ertex Buys Crinetics for $10B to Push Past Cystic Fibrosis

The fourth ten billion dollar deal of 2026. Plus Vera beat Vertex to market this week.

Revolution Now Has Three RAS Drugs Working in Pancreatic Cancer

Revolution Now Has Three RAS Drugs Working in Pancreatic Cancer

An 82% response rate in first line. Plus we got the Ipsen numbers wrong and are fixing it.

Genentech's KRAS Drug Beat the Standard of Care in Lung Cancer

Genentech's KRAS Drug Beat the Standard of Care in Lung Cancer

Divarasib beat approved therapy in Phase 3. Novartis grabbed another ADC platform.

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