Biotech Blueprint

The best oncology launch on record, and AstraZeneca’s $10B bid for a rare disease business – This Week in Biotech #125

Revolution Medicines books $197.6M of Rasonque in five weeks, AstraZeneca approaches Rhythm at up to $134 a share, and Novartis confirms nine tumor…

Nov 6 • Katerina Roznik

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October 2026

Lilly raises guidance $5.5B as retatrutide doubles Ozempic’s weight loss – This Week in Biotech #124

Moderna’s melanoma vaccine cuts recurrence 42% and the stock still falls 25%, Alnylam beats earnings and drops 24%, and Genmab halves the risk of death…

Oct 30 • Katerina Roznik

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Moderna's melanoma data leaked two days early, and the stock fell 25% – This Week in Biotech #123

The hazard ratio comes in at 0.58 and analysts call it approvable, but the August run-up had priced a platform rather than a melanoma drug. Plus GSK…

Oct 23 • Katerina Roznik

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Merck paid $1.3B for a drug that ties an older rival and looks worse on safety – This Week in Biotech #122

Remigromig matches Lucentis on vision with seven times the rate of advanced retinopathy, and the FDA expands Anktiva three months early without testing…

Oct 16 • Katerina Roznik

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Vaxcyte’s pneumococcal vaccine beats Pfizer’s and Merck’s head to head, and a Dutch court blocks subcutaneous Keytruda – This Week in…

VAX-31 clears every strain comparison against Prevnar 20 and Capvaxive, Caribou shuts down after failing to fund a Phase 3, and Epkinly cuts progression…

Oct 9 • Katerina Roznik

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AstraZeneca spent $2B on Summit without buying the drug – This Week in Biotech #120

Three major deals bought options instead of assets, uniQure's four year data loses significance and the stock drops 40%, and Lilly's amylin combination…

Oct 2 • Katerina Roznik

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September 2026

Four phase 3 wins with no numbers disclosed – This Week in Biotech #119

Roche, Amgen, Merck and Otsuka all announced Phase 3 wins without effect sizes, Telix pays $1.65B for a rejected drug, and Lilly’s once-weekly insulin…

Sep 25 • Katerina Roznik

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The best small cell lung cancer data in 30 years, and the argument over whether to believe It – This Week in Biotech #118

Two B7-H3 antibody drug conjugates cut death risk 54% in relapsed SCLC, Gilead and Merck's trial only worked in Chinese patients, and Novartis loses its…

Sep 18 • Katerina Roznik

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Novartis had the worst day in its history and the FDA approved a drug its advisers rejected, again – This Week in Biotech #117

Pelacarsen misses in 8,323 patients, del-desiran fails five months after a $12B acquisition, and the FDA approves a drug its own advisers voted 6-3…

Sep 11 • Katerina Roznik

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FDA official overruled her own review team to approve Replimune’s drug – This Week in Biotech #116

Internal memos reveal how Tudriqev got approved, three undisclosed deaths in Chinese trials trigger an FDA response, and Ultragenyx’s Angelman drug…

Sep 4 • Katerina Roznik

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August 2026

FDA Approves a Pancreatic Cancer Drug in 35 Days – This Week in Biotech #115

Revolution Medicines’ Rasonque doubles survival in metastatic pancreatic cancer, Most favored nation pricing deals reach mid cap biotech, and Genentech…

Aug 28 • Katerina Roznik

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Moderna mRNA cancer vaccine won Phase 3 in melanoma. The numbers come next

The stock tripled on a press release with no numbers in it. My read on what the trial proves, what it doesn't, and why thirty years of cancer vaccines…

Aug 27 • Katerina Roznik

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