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LATEST ISSUES


Amgen Took the Mic and Said Nothing. We Grade the Silence.

Amgen Took the Mic and Said Nothing. We Grade the Silence.

Amgen named no dates at Morgan Stanley, Scholar Rock's price came out two ways, the FDA approved the first Lutathera equivalent, and Monday's readout winners gave it back.

The FDA Showed Up Early. Amgen Still Hasn't.

The FDA Showed Up Early. Amgen Still Hasn't.

The FDA approved Scholar Rock's Isembyld 19 days before its action date, AstraZeneca printed a PFS win beside a survival question at WCLC, two B7-H3 ADCs posted the same hazard ratio, and Definium went three for three in anxiety.

The Approval Held. The Franchise Didn't.

The Approval Held. The Franchise Didn't.

AstraZeneca's SERENA-4 missed eight days after Etcamah's approval, WCLC put an 18.5 month small cell survival number on the board, SK put dates and conditions on the Biohaven close, and two long open items resolved on primary documents.

The Discount Reached the Boardroom

The Discount Reached the Boardroom

The FDA paused Biohaven's pivotal epilepsy enrollment fifteen days after its up to $795M SK deal, an Artisan Partners manager demanded Novartis board changes, Axogen paid $200M for sutureless nerve repair, and the surrogate discount week closed with nothing round tripped.

Three Toplines, Zero Numbers

Three Toplines, Zero Numbers

BMS' arlo-cel cleared its pivotal myeloma trial with the data held for a congress, Bayer's Hyrnuo won first line lung cancer approval on a 75% response rate, the FDA's drug and biologics chiefs went permanent, and three private rounds raised $550 million in a day.

Amgen Paid for Novartis' Miss

Amgen Paid for Novartis' Miss

Del-desiran failed its Phase 3 with the numbers withheld, Amgen dropped 10.1% on Lp(a) readacross despite an Imdelltra survival win, the FDA approved Etcamah over its advisers' no vote, and Boston Scientific told the SEC its guidance is out of reach.