BioMed Nexus Daily Updates

Your essential biotech, medtech, and pharma recap — no noise, just what matters.

🔮 What To Watch

  • The "Jan 8" Signal: Today saw nearly $2.2B in fresh capital activity (M&A + IPO + Private). The "waiting for interest rates" excuse is officially dead; the window is open for high-quality assets.

  • The Lilly Omnipresence: Eli Lilly is effectively acting as the sector's central bank. In one day, they acquired Ventyx ($1.2B), anchored the Aktis IPO ($100M), and licensed AI tools via Benchling.

  • 340B Status Quo: The Appeals Court pause on the rebate model preserves hospital cash flows for now, but expect Pharma to pivot to new restriction tactics in Q2.

    👉 Read more

🚀 Today's Top Story: The $2.2 Billion Thursday

What happened: The sector woke up to a massive liquidity injection today. Eli Lilly acquired Ventyx Biosciences for $1.2B, anchoring a day that also saw Aktis Oncology price the first IPO of 2026 ($318M), along with massive private rounds for Parabilis ($305M), Soley ($200M), and Alveus ($160M).

Why it matters: This is the strongest "risk-on" signal in 18 months. Crucially, the capital is bifurcated: it is flowing to Immunology (Ventyx), Radiopharma (Aktis), and Hard Science/Undruggables (Parabilis). For operators, this validates that the financing window is open—if your data package is pristine. 👉 Read more

🎗️ Oncology & Rare Disease

  • Krystal Biotech (KRYS) released positive interim Phase 1 data for KB407 (inhaled gene therapy for Cystic Fibrosis).

    • The Signal: Biopsies confirmed the virus successfully delivered the CFTR gene to lung cells. This moves their platform beyond skin (VYJUVEK) and validates inhaled delivery for internal organs—a "holy grail" for genetic medicine. 👉 Read more

  • GSK inked a $50M partnership with Noetik to leverage their AI platform for cancer target discovery, continuing the trend of low-upfront, high-milestone deals. 👉 Read more

🔬 Clinical & Research Updates

  • Eli Lilly reported positive data combining Zepbound (tirzepatide) with Taltz for patients with both obesity and psoriatic arthritis.

    • Operational Note: Lilly is aggressively building "moats" around its GLP-1 franchise by proving combinatorial benefit in adjacent comorbidities. 👉 Read more

  • Vanda Pharmaceuticals received a second CRL for Hetlioz in jet lag disorder. The FDA remains unconvinced on efficacy, likely ending this program’s commercial aspirations. 👉 Read more

🏢 Corporate Developments

  • Benchling + Eli Lilly: In a first-of-its-kind move, Lilly is integrating its proprietary AI/ML models (TuneLab) into Benchling's software for broader industry use.

    • Read: Lilly is effectively commoditizing its internal tools to set the industry standard for digital biology. 👉 Read more

  • Alveus Therapeutics launched with a $160M Series A to chase Amgen’s MariTide mechanism, confirming that VC appetite for "me-better" obesity assets remains insatiable. 👉 Read more

🌍 Policy & Public Health

  • 340B Rebate Blocked: A U.S. Appeals Court affirmed a pause on the "rebate model" pilot.

    • Impact: Hospitals avoid an immediate cash-flow crunch. Operational leaders can pause contingency planning for now. 👉 Read more

📅 Today’s Calendar

  • Krystal Biotech: Investor Call (4:30 PM ET) – Reviewing KB407 data.

  • Aktis Oncology: Shares begin trading tomorrow (Nasdaq: AKTS).

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