Biotechnology
Rhythm’s latest rare-obesity win strengthens the MC4R thesis - making Palatin’s more selective, next-generation approach one of the small-cap biotech stories to watch
Biotechnology
Takeda's oveporexton represents the first direct restoration of orexin signaling in narcolepsy type 1, addressing the root cause rather than managing symptoms. Phase 3 data show improvements in functioning, cognition, and sleep architecture approaching normative levels.
Biotechnology
Intellia's lonvo-z CRISPR therapy delivered Phase 3 data showing 87% reduction in HAE attacks and 51% of patients attack-free at six months. If approved, it would be the first in vivo CRISPR therapy cleared by the FDA, and the implications extend far beyond hereditary angioedema.
Pharmaceuticals
Sanofi's Tzield becomes the first disease-modifying therapy approved for children with stage 3 type 1 diabetes, marking a historic shift from managing symptoms to treating the underlying disease.
Pharmaceuticals
For years, the psoriasis treatment market has been dominated by injectable biologics. Drugs like AbbVie's Skyrizi and Johnson and Johnson's Tremfya have set a high bar for skin clearance, and oral alternatives have struggled to compete on efficacy. Bristol Myers Squibb's Sotyktu (deucravacitinib), the
Biotechnology
Parabilis Medicines raised $670 million in the largest-ever venture-backed biotech IPO, breaking Moderna's eight-year record. We examine what the company's novel Helicon peptide platform and the market's appetite for it reveal about where drug discovery is heading.
Biotechnology
GSK's $10.6 billion acquisition of Nuvalent Bio secures two near-approval precision oncology drugs for NSCLC and signals a broader strategic shift toward building a lung cancer franchise. We examine what the deal reveals about where targeted therapy is heading.
Biotechnology
Johnson and Johnson's $1 billion acquisition of Firefly Bio signals a major shift in cancer drug design. We explore what degrader antibody conjugates mean for the future of oncology and why this bet matters for patients with KRAS-driven cancers.
Pharmaceuticals
Data from Boehringer Ingelheim's survodutide Phase 3 trials reveals a mechanistically distinct approach to obesity treatment, with exceptional reductions in visceral and liver fat that reframe what obesity drugs can achieve.
Biotechnology
ADC Therapeutics' LOTIS-5 trial showed three times as many deaths in the Zynlonta arm versus controls. The result raises important questions about the accelerated approval pathway and the ADC field's limits.
Biotechnology
For the first time in clinical oncology history, daraxonrasib has extended median overall survival past one year in previously treated metastatic pancreatic cancer—a breakthrough that rewrites what medicine can offer in one of oncology's most resistant diseases.
Biotechnology
At ASCO 2026, two competing KIT inhibitor programs delivered data that together signal the end of a twenty-year therapeutic standstill in gastrointestinal stromal tumors.