ICER flags +51% net launch prices, Novo board shake-up, Tecentriq’s ctDNA-guided bladder success, Exelixis OS bump in colorectal cancer, and Ideaya eye-saving data (Oct 17-23, 2025).
Hey, great read as always! You always manage to make these complex topics so clear and insightful. Totally agree with your take on the mRNA platfom's potential.
The Merck-Neuphoria partnership on MK-1167 for Alzheimer's is worth watching. Even though BNC210 failed in social anxiety, the fact that Merck is leading the phase 2 shows they still see value in the mechanism. The $450M milestone package suggests Merck believes there's real potential for differentiated efficacy in neurodegeneration. Will be intresting to see how the Alzheimer's data shapes up.
Hey, great read as always! You always manage to make these complex topics so clear and insightful. Totally agree with your take on the mRNA platfom's potential.
Thanks so much! I really appreciate the kind words :)
The Merck-Neuphoria partnership on MK-1167 for Alzheimer's is worth watching. Even though BNC210 failed in social anxiety, the fact that Merck is leading the phase 2 shows they still see value in the mechanism. The $450M milestone package suggests Merck believes there's real potential for differentiated efficacy in neurodegeneration. Will be intresting to see how the Alzheimer's data shapes up.