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
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
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
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
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
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...
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
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...
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.
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
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
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...
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
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
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.
