NHS & NICE double down on their decision to not approve Eli Lilly’s donanemab and Biogen/Eisai’s lecanemab due to lack of cost effectieve efficacy; www.ddw-online.com/nice-rejects...

BioNTech to acquire CureVac $CVAC in all-stock deal valued at $1.25B (although they have $500M in cash!) - 30% premium on close but only ~10% of it's MC from 4 yrs ago. endpoints.news/biontech-to-...

BioNTech to acquire CureVac $CVAC in all-stock deal valued at $1.25B (although they have $500M in cash!) - 30% premium on close but only ~10% of it's MC from 4 yrs ago. endpoints.news/biontech-to-...

Schrödinger says early MALT1 data could lay 'great foundation' for combos. Indeed the future of oncology is very much about combination therapies & in many complex biological settings, we need to get over the need for single agent efficacy for everything. endpoints.news/eha25-schrod...

Sofinnova Partners Collaborates With NVIDIA to Accelerate European Life Sciences Startups www.businesswire.com/news/home/20...

Sanofi to buy Blueprint Medicines in deal worth more than $9 billion (roughly 30% premium on Friday close). $BPMC $XBI www.statnews.com/2025/06/02/s...

Bristol Myers $BMY bets $1.5B on BioNTech's PD-L1xVEGF from Chinese Biotheus partner. endpts.com/bristol-myer...

Sanofi to acquire Blueprint Medicines $BPMC for $9.1 billion #immunology #deal #pharma #biotech www.sanofi.com/en/media-roo...

Detailed doc released showing how NIH’s discretionary budget will be slashed to $27.5 billion, an $18 billion or nearly 40% reduction. It also details plans to consolidate the agency’s 27 institutes & centers into just 8. www.statnews.com/2025/05/30/n...

"About a quarter of the approximately 13,600 drug-target pairs in the current preclinical and clinical R&D pipeline are concentrated around just 38 unique biological targets." - LEK. This is astonishing & a huge misappropriation of risk by investors. www.lek.com/insights/hea...

Great interview (read) with @HAYA_lncRNA CEO SAmir Ounzain as he talks about the unique science of Haya & executing as a first-in-biology biotech. pharmaboardroom.com/interviews/s...

Investors pump $130M into protein degrader startup GlycoEra endpts.com/investors-pu...

Merus’ $MRUS Phase 2 overall survival data reach ‘home run’ scenario with their EGFR/LGR5 bispecific petosemtamab. endpts.com/asco25-merus...

Altos Labs buys anti-aging startup Dorian Therapeutics for their "senoblockers". endpts.com/altos-labs-b...

Orionis Biosciences (private) Announces Strategic Partnership with Genentech to Discover and Develop Molecular Glue Class Medicines for Cancer - $105M upfront, $2bn potential. orionisbio.com/2025/05/gene...

It'll be great to see everyone in Bruges and discuss some of the amazing progress that Haya Therapeutics is making in the pipeline and platform for finding, validating & drugging chronic disease state reversing targets in the regulatory genome! #BioEquity🧬 ❤️ 🫁 🦀

Octagon shuts down after R&D challenges. Will be a trend in biotech in 2025. www.fiercebiotech.com/biotech/octa...

While on the subject of crowding (a talk given by AZ!), AstraZeneca Abandons Neuroscience, Prioritizes Weight Loss, Immunology. $XBI www.biospace.com/business/ast...

Congrats to Haya Therapeutics CEO Samir Ounzain on being recognized as a top innovator on the Medicine Makers Power List. Just getting started! @HAYA_lncRNA themedicinemaker.com/awards/the-p...

There is massive growth of "crowding" around the same targets in drug R&D over the last 20 years, with huge competition for every pharma/biotech & reduction in cost of entry via Chinese molecules. Novel targets are becoming everything for biotech to compete! $XBI (Aradhana - AZ)

Eli Lilly pens Creyon Bio AI oligonucleotide pact with $1B in biobucks on the table www.fiercebiotech.com/biotech/eli-...

Caribou lays off 32% of staff & cuts lupus cell therapy program. “It is simply a reflection that we live in a moment where we have to do a small number of things incredibly well” - CEO Rachel Haurwitz. Good honesty in the toughest ever time for biotech. endpts.com/caribou-lays...

Steve Usdin writing in BioCentury: “It’s official: FDA says its cuts are delaying drug regulation — Layoffs, lack of access to journals slow response FDA says”

Haya Therapeutics www.nature.com/articles/d43...

New: We analyzed Trump's meme coin - At least 27 crypto wallets have picked up $100 million worth of $TRUMP coins since his team said the top holders would join him for an "intimate private dinner." Huge profit for Trump; "the most brazenly corrupt thing a President has ever done" wapo.st/4iAatO1

There are now a trio of great pieces covering the rapid rise of Chinese biotech: - atelfo.github.io/2024/12/20/w... - centuryofbio.com/p/commoditiz... - www.asimov.press/p/china-trials

Who can even remember everything that's happened in the world of health, medicine and science since President Trump took office again ~100 days ago? @usha.bsky.social made this comprehensive timeline, with links to all of STAT's reporting since day 1: www.statnews.com/2025/04/24/t...

Thoughts on Demis Hassabis of Google DeepMind saying that AI could cure disease in general in ten years. Bonus index to my longer posts on AI/computational drug discovery over nearly 20 years!

Evidence of US brain drain? US scientists submitted 32% more applications for jobs abroad Jan-Mar 2025 than during same period in 2024. US-based users browsing jobs abroad increased by 35%. Data from Nature Careers global science jobs platform. www.nature.com/articles/d41...

Bristol Myers CEO signals dealmaking will be a top priority in 2025 $BMY endpts.com/bristol-myer...

A rare lesser spotted biotech series A has been sighted; Chicago startup Grove Biopharma nabs $30M (originally $50M) to go after making biologics that can hit intracellular targets. endpts.com/exclusive-ch...

The surprising result for a GLP-1 pill (orforglipron) is the magnitude of weight loss in a Phase 3 trial of participants with Type 2 diabetes. For still unexplained reasons, people with diabetes lose much less weight on GLP-1 drugs than those with obesity, w/o diabetes.

Welcome to slop world: how the hostile internet is driving us crazy - on.ft.com/4cG93jt via @FT

A biotech zombie killer! Alis Biosciences, a fund for struggling biotechs takes aim at ‘tragedy’ for shareholders - on.ft.com/4jfiqZU via @FT

DOGE is killing NIH. They froze the panels that determine funding. Then they froze funding announcements. Then they cancelled 100s of funded grants. Now they're freezing the remaining funded grants by making it impossible to actually access the funds www.washingtonpost.com/politics/202...

It's not just measles fam. Whooping cough a.k.a Pertussis have skyrocketed in the United States 1500% since 2021! Beloved, why do we insist on returning to medieval times when most children died in infancy with an abundance of effective vaccines? www.propublica.org/article/whoo...

Myself, Eric, & Samir, will be at the Swiss Biotech Days May 5-6th (2025), in Basel. Looking forward to sharing HAYA’s mission to advance disease-modifying medicines faster to patients by harnessing the regulatory genome to reprogram cells & reverse disease.🧬@HAYA_lncRNA

BigHat inks Lilly deal for AI-boosted antibodies & extends Series B from $75M to $120M. Congrats & good luck to Peyton & the team! 👏 endpts.com/bighat-inks-...

47 first financings, inc pre-seed, seed & Series A, for biotech in US & Europe in Q1'25. Of the $2.6B, $1.9B (73%) went to just 6 companies, including a massive $600 million bet on Alphabet’s Isomorphic Labs. endpts.com/in-a-rocky-y...

Trump proposes to end the always stupid 4 yr disparity (9 or 13 yrs) between small & big molecules in IRA drug pricing negotiations. No-one is yet saying how or to what number! $XBI endpts.com/trump-pledge...

Here’s a real-time tracker of all (so far) confirmed campus abductions and visa revocations since April 2:

Welp www.nytimes.com/2025/04/08/u...

A "scrappy" (love that term!) team of drug developers at Merida Biosciences gets $121M to treat autoimmune and allergy diseases at their roots (@ky_lahucik ) endpts.com/exclusive-me...

A $15B federal boost is needed to maintain the U.S. biotech edge, a new report warns, as proposed Trump-era research cuts threaten to cede ground to China’s fast-growing innovation engine.

DOGE ended our wastewater surveillance program for San Diego County

Tango Therapeutics has laid off about 30 employees and is now focusing on its PRMT5 programs; www.linkedin.com/posts/tango-...

‘This is self-inflicted’: Leerink’s David Risinger on the market shock and hits to biopharma endpts.com/this-is-self...

I'll be at the @1STRAND_RNA event in San Diego tomorrow to meet people & listen to what promises to be a fascinating talk from Rudi Micheletti about how Haya Therapeutics @HAYA_lncRNA is unlocking chronic diseases like heart failure & obesity via the regulatory genome.

63 biopharma did layoffs in Q1'25. 3.5 yrs into this "biotech winter" there are scant signs of a bottom yet (I think there were some but Trump/Musk/RFK has killed off the green shoots). www.fiercebiotech.com/biotech/biop...