Biotechnology
Eli Lilly's $6.3 billion acquisition of Centessa Pharmaceuticals signals a major pharmaceutical bet on orexin receptor biology and sleep medicine—revealing where the industry's capital is flowing beyond the GLP-1 wave.
Pharmaceuticals
Merck's enlicitide data from the CORALreef AddOn trial demonstrates that an oral PCSK9 inhibitor can achieve injectable-like LDL reductions of 64.6%, potentially transforming cholesterol management by eliminating the injection barrier that has limited patient access for over a decade.
Biotechnology
Eli Lilly's $2.75 billion commitment to Insilico Medicine represents the most significant commercial validation of AI drug discovery to date—a bet on proven capability, not theoretical potential.
Biotechnology
Bristol Myers Squibb's SCOUT-HCM trial demonstrates that Camzyos (mavacamten) is effective and safe in adolescents with obstructive hypertrophic cardiomyopathy, marking the first Phase 3 trial of a cardiac myosin inhibitor in a pediatric population and reshaping treatment options for young patients.
Biotechnology
The FDA's approval of Denali's Avlayah marks a breakthrough in blood-brain barrier delivery and signals the agency's continued commitment to rare disease innovation amid recent regulatory turbulence.
Pharmaceuticals
Ionis Pharmaceuticals cuts Tryngolza's price by 93%, from $595,000 to $40,000 annually, signaling a strategic shift in rare disease drug pricing ahead of a broader indication approval.
Biotechnology
The FDA's approval of nivolumab plus chemotherapy for previously untreated Stage III and IV classical Hodgkin lymphoma on March 20, 2026 marks the formal arrival of immunotherapy at the front line of one of oncology's most treatable cancers.
Markets
There is a particular kind of corporate transaction that tells you more about where an industry is heading than any analyst forecast. Abbott's completion of its $21 billion acquisition of Exact Sciences on March 23, 2026 is one of those transactions. It is not simply a large deal
Pharmaceuticals
Eli Lilly's Phase 3 retatrutide data reveals a triple-acting metabolic drug that may push weight loss efficacy beyond tirzepatide, with patients losing up to 15% of body weight over 40 weeks—and the trajectory still heading downward.
Thoughts, stories and ideas.
The FDA approved IMCIVREE (setmelanotide) as the first therapy for acquired hypothalamic obesity on March 19, 2026. Here is what the TRANSCEND trial data mean for patients, the MC4R pathway platform, and the rare disease market.
For the roughly 125 million people worldwide living with psoriasis, the treatment conversation has long followed a familiar and frustrating arc. Start with topical creams. Cycle through them. Graduate, eventually, to an injectable biologic that requires a needle, a refrigerator, and a willingness to self-administer a shot every few weeks
Pfizer's Phase 2 FOURLIGHT-1 data on atirmociclib show a 40% reduction in disease progression risk in CDK4/6 inhibitor-resistant breast cancer, positioning the selective CDK4 inhibitor as a potential successor to Ibrance ahead of its 2027 patent expiry.
Structure Therapeutics' aleniglipron showed 15% weight loss in Phase 2 trials, delivering injectable-like efficacy in pill form and reshaping the competitive landscape for oral GLP-1 obesity drugs.
Sana Biotechnology's 14-month follow-up data shows transplanted insulin-producing cells surviving and functioning without immunosuppression—a potential breakthrough in type 1 diabetes treatment.
Evaluate's 2026 Orphan Drug Report projects rare disease drug sales will exceed $400 billion by 2032. Behind the headline number lies a more complicated story about FDA volatility, IRA policy shifts, and the structural forces reshaping who wins in rare disease medicine.
Shortly after midnight on March 11, 2026, thousands of Stryker employees discovered their devices had been wiped by Handala, a pro-Iran hacktivist group. The attack exposes a critical vulnerability: medtech companies can no longer assume neutrality in geopolitical conflicts.
BioNTech's co-founders are stepping down to launch a new mRNA startup. What does this mean for the company's oncology pipeline and the future of mRNA technology?
On March 9, 2026, Ipsen announced the immediate voluntary withdrawal of Tazverik (tazemetostat) from all markets worldwide. The decision, triggered by safety signals from the ongoing SYMPHONY-1 confirmatory trial, marks one of the more consequential drug withdrawals in recent oncology history. Not because of the commercial stakes, which were modest,
Vinay Prasad's departure from the FDA's Center for Biologics Evaluation and Research marks another chapter in the agency's regulatory turbulence. His exit reveals deeper structural tensions in how the FDA balances speed with rigor, and what it means for biotech's future.
Eli Lilly's new Employer Connect platform lets workers buy Zepbound at $449/month, bypassing insurers entirely. It is a bold bet that pharma companies can rewrite the rules of drug distribution before compounders and insurers do it for them.
Zorevunersen becomes the first therapy to show disease modification in Dravet syndrome, offering hope for families through improved seizure control and developmental outcomes.
