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Washington Tries to Outcompete China, Lilly’s $1.9B Abbisko Bet, and Pfizer’s $43B Seagen Question – This Week in Biotech #106
HHS unveils a clinical trial reform blueprint as Lilly doubles down on Chinese discovery, Pfizer's lung cancer ADC fails, and US health spending hits…
Jun 26
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Katerina Roznik
6
uniQure Wins a Surprise FDA Path in Huntington's, Moderna's mRNA Flu Vote, and a Record IPO Run – This Week in Biotech #105
The FDA reverses course on two products it had previously blocked, Lilly closes its fifteenth deal of 2026, and Kardigan pops 38% on debut to extend the…
Jun 19
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Katerina Roznik
9
AstraZeneca Crashes the Obesity Party, Takeda Topples Sotyktu, and a Record Biotech IPO – This Week in Biotech #104
Elecoglipron makes obesity a four-player race, zasocitinib beats Bristol Myers Squibb head-to-head, and Parabilis prices the biggest venture-backed…
Jun 12
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Katerina Roznik
10
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China's First ASCO Plenary, a Standing Ovation for Daraxonrasib, and Washington's Counter-Move – This Week in Biotech #103
Akeso's ivonescimab beats a PD-1 inhibitor head-to-head in lung cancer, Revolution Medicines doubles survival in pancreatic cancer, and a House bill…
Jun 5
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Katerina Roznik
6
May 2026
GSK Functionally Cures Hepatitis B, Lilly's $3.8B Vaccine Pivot, and Base Editing Holds for 18 Months – This Week in Biotech #102
A landmark antisense win in 254 million patients, Lilly's tenth deal of 2026 redraws its franchise map, and Verve's base editor holds for 18 months (May…
May 29
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Katerina Roznik
11
28% Weight Loss: Lilly's Retatrutide Just Redefined the Obesity Market – This Week in Biotech #101
Plus the covert campaign that took out Makary, and a 65% lung cancer trial win that could reshape Keytruda's future (May 15-21, 2026).
May 22
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Katerina Roznik
9
1
Moderna in 2026: What the Wins and Losses Are Telling Us
Our latest podcast on the pattern across Moderna's pipeline, and why INT is the test that matters.
May 19
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Katerina Roznik
and
The Biotech Capital Compass
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Makary Resigns, BMS Bets $15B on China R&D, and Regenxbio Wins Phase 3 in Duchenne – This Week in Biotech #100
The FDA loses its commissioner amid mounting instability, BMS makes the biggest pharma-China deal of 2026, and a clean gene therapy dataset gives…
May 15
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Katerina Roznik
6
FDA Approves the First PROTAC in History, a $1B siRNA Wave Hits Cardiometabolic Disease, and Cytokinetics Cracks Non-Obstructive HCM – This…
Targeted protein degradation gets its first regulatory template, Madrigal and GSK bet on genetically defined MASH and obesity, and aficamten wins where…
May 8
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Katerina Roznik
14
1
1
The First In Vivo CRISPR Therapy to Win a Phase 3 Trial, and the $1.9B Acquisition Made Two Days Later – This Week in Biotech #98
Intellia's hereditary angioedema result validates in vivo gene editing, Sun Pharma makes the biggest biopharma deal of 2026, and the FDA draws a new…
May 1
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Katerina Roznik
15
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April 2026
The Largest Biotech IPO on Record and a New HIV Treatment Option – This Week in Biotech #97
Merck's Idvynso offers the first integrase-free HIV switch option, Replimune cuts 60% of staff after a second FDA rejection, and Kailera's $625M debut…
Apr 24
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Katerina Roznik
9
1
Revolution Medicines' Daraxonrasib Cuts Pancreatic Cancer Death Risk by 60% – This Week in Biotech #96
The most compelling pancreatic cancer trial result in a decade, Lilly's oral GLP-1 eyes a diabetes label, and the FDA is reconsidering compounding…
Apr 17
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Katerina Roznik
10
1
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