Recent Posts
Social•Jan 16, 2026
JPM Week 2026 Highlights: Why It Was Fantastic
My latest Biotech Scorecard newsletter, post #JPM26 edition. JPM Week 2026 is over. It was fantastic. Here’s why https://t.co/uwgz7J4WRk
By Adam Feuerstein
Social•Jan 16, 2026
Approved CD19 CAR‑T Cures Lymphoma; NK Therapies Lag
Currently approved CD19 CAR-T therapies extend lymphoma patient survival for years. These treatments are basically curative. Available right now for patients. On the other hand, experimental NK cell therapies have never worked because the cells aren’t persistent. @DrPatrick acts like...
By Adam Feuerstein
Social•Jan 15, 2026
IBRX’s Dilutive ATM Funding Fuels Pump‑and‑Dump Tactics
$IBRX Anktiva q/q sales growth slowed, cash balance decreased. How much dilutive cash did the company raise from its adjusted ATM in January? https://t.co/UTKcVOAs4x Classic: Issue lots of press releases, pump stock higher, sell stock.
By Adam Feuerstein
Social•Jan 15, 2026
Possible Coordinated Fake Biotech Tips Manipulate OCUL Stock
Is there a single person feeding La Lettre fake biotech takeover tips, or is this a group effort? The stock manipulation is brazen. First, we learn all the $ABVX $LLY French Ministry speculation was fake, now today it's $SNY $OCUL...
By Adam Feuerstein
Social•Jan 14, 2026
Project Prometheus Expands VC Bob Nelsen Beyond Healthcare
Secretive Project Prometheus takes VC Bob Nelsen beyond just health care https://t.co/iRuv6MP3bW via @ADeAngelis_bio #JPM26
By Adam Feuerstein
Social•Jan 14, 2026
Novo CEO Targets Obesity Drug Acquisition to Boost Leadership
$NVO CEO Mike Doustdar was our guest on this week's live taping of the Readout LOUD. And yes, he spoke fairly plainly about his ambition to acquire another developer of obesity drugs. $5B - $20B doesn't matter, it's more about...
By Adam Feuerstein
Social•Jan 14, 2026
Saudi FDA Approves IBRX Despite Flawed, Inconclusive Data
The Saudi FDA approved $IBRX Anktiva in lung cancer based on a discontinued randomized study with inconclusive post-hoc data + a non-randomized study with a made-up nonsense responder analysis. These are the data that @DrPatrick and $IBRX tried to submit...
By Adam Feuerstein
Social•Jan 13, 2026
Pazdur Warns Politics and Chaos Harming FDA Effectiveness
From our STAT #JPM26 event last night: Pazdur warns that politics, ‘chaos’ are damaging FDA Veteran drug regulator, who left the agency last month, says industry hasn’t fully realized extent of the issues https://t.co/ewSxWBoKGl via @elaineywchen
By Adam Feuerstein
Social•Jan 12, 2026
Biotech Movers Shift Markets on JPM26 Day One
On Day 1 of #JPM26, no blockbuster headlines, but biotech newsmakers still move markets https://t.co/3cVFMwFBiI
By Adam Feuerstein
Social•Jan 12, 2026
RVMD CEO Defends Acquisition Amid JPM26 Scrutiny
Reporting from inside the room... With a grin — and tight lips — Revolution Medicines’ $RVMD CEO faces questions about acquisition https://t.co/75ftdUF2Jh #JPM26
By Adam Feuerstein
Social•Jan 12, 2026
Insmed Rides Lung Drug Success, Eyes Next Growth
Insmed $INSM basks in the success of its lung disease drug — and prepares for what’s next. I chatted Sunday with CEO Will Lewis before watching the Patriots beat the Chargers. #JPM26 https://t.co/l56Y7Xw5fS
By Adam Feuerstein
Social•Jan 12, 2026
Moderna Investor Warns US Policy Threatens Vaccine Innovation
Investor behind Moderna $MRNA says U.S. policy is ‘taking a sledgehammer to our miracle machine’ https://t.co/B9MGLzxfZO via @matthewherper #JPM26
By Adam Feuerstein
Social•Jan 12, 2026
PD‑1/VEGF Deals Surge, AbbVie Pays $650M Amid
In today's PD-1/VEGF news: $SMMT submitted ivonescimab to the FDA in Q4, as it promised to do, but chose to disclose the filing today... I guess to get a JPM bump? No PDUFA date assigned yet, so.... And $ABBV enters the...
By Adam Feuerstein
Social•Jan 11, 2026
FDA Delays Stoke's Fast‑track Filing for Epilepsy Drug
$STOK FDA puts off Stoke’s request for faster filing of severe epilepsy drug https://t.co/F8iRgZ5h3o #JPM26
By Adam Feuerstein
Social•Jan 11, 2026
Stay Calm: Biotech Fundamentals Outshine JPM26 Hype
Good morning on this Sunday before #JPM26! I wrote a JPM opener newsletter with some advice for all of you: Chill out. The super-sized gathering of the biopharma universe is important, but it’s not going to make or break the...
By Adam Feuerstein
Social•Jan 9, 2026
CEO Meeting Canceled; Conference Presentation Likely Scrapped
$RVMD - I had a meeting scheduled with the CEO on Monday morning. The company just cancelled. #JPM26 RevMed is also scheduled to present at the conference on Monday morning. I assume that’s cancelled, too, but I don’t have confirmation.
By Adam Feuerstein
Social•Jan 9, 2026
INSM Beats Q4 Forecast, 2025 Revenue Exceeds Expectations
$INSM pre-announces Q4 Brinspuri sales of $144.6M. Consensus $67M, per Visible Alpha. Total '25 revenue $606.4 vs consensus $523M 2026 Arikayce revenue forecast $450-470M vs consensus $488M https://t.co/LhY6SRoTY3
By Adam Feuerstein
Social•Jan 9, 2026
Baby KJ Scientist Launches Startup to Scale Personalized CRISPR Therapies
Key scientist from Baby KJ team launches startup to scale personalized CRISPR medicines https://t.co/7RY4SKrx9Y via @Jasonmmast @ADeAngelis_bio
By Adam Feuerstein
Social•Jan 8, 2026
Merck in Talks to Acquire Revolution Medicines, Deal Uncertain
Our man @mroliverbarnes $MRK $RVMD https://t.co/vUssAaRo5e US pharmaceutical group Merck is in talks to buy Revolution Medicines, a cancer drugmaker with a market capitalisation of nearly $19bn, in what would be the latest big deal in the red-hot biotechnology...
By Adam Feuerstein
Social•Jan 8, 2026
Lilly Tests Zepbound to Drive Taltz Sales
$LLY runs a psoriatic arthritis marketing study of Zepbound hoping to boost sales of Taltz. @elaineywchen sees right through it. Eli Lilly’s Zepbound, on top of immunology drug, helped reduce psoriatic arthritis symptoms https://t.co/pcmEhIZgWY
By Adam Feuerstein
Social•Jan 8, 2026
Ocular Therapeutix's Durable Eye Therapy Faces Upcoming Test
This week's Biotech Scorecard newsletter: Ocular Therapeutix $OCUL faces looming test of a more durable eye treatment. A preview of the Axpaxli SOL-1 clinical trial readout expected in February https://t.co/XTI2wySnbB
By Adam Feuerstein
Social•Jan 7, 2026
AbbVie’s $20B RVMD Acquisition Hits JPM26 M&A Milestone
$ABBV taking out $RVMD would certainly check the #JPM26 big M&A box. $20B plus deal.
By Adam Feuerstein