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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
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Katerina Roznik
9
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
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Katerina Roznik
9
1
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
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Katerina Roznik
14
1
1
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
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Katerina Roznik
9
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
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Katerina Roznik
8
1
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
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Katerina Roznik
13
1
2
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
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Katerina Roznik
18
3
1
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
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Katerina Roznik
11
3
1
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
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Katerina Roznik
9
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
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Katerina Roznik
9
1
1
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
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Katerina Roznik
10
2
Moderna gains 176% in a day on a melanoma vaccine trial – This Week in Biotech #114
Merck-Moderna's mRNA cancer vaccine hits Phase 3, three patient deaths surface in Chinese trials, and Trump nominates a new FDA commissioner (Aug 14-20…
Aug 21
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Katerina Roznik
9
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