Makary Slams FDA, Defends Rare Disease Drugs Amid Controversy
You've got to watch this Makary interview on CNBC. He attacks a drug, hits the Old FDA and circles all the wagons around Vinay Prasad, who "loves President Trump" and faces a fatwa (WSJ). Makary is getting major props for the focus on rare disease drugs, but Prasad is stirring up the critics with his rejections. This is a hell of a story. Pure chaos. https://t.co/dKDJtpeEpe
GSK's New CEO Targets Proven Science, Eyes Obesity Drugs
The FT's report on GSK's $950M deal to buy 35Pharma and its pulmonary arterial hypertension drug includes an interesting unnamed insider's quote that new CEO Luke Miels is going after assets where "the science is relatively settled." Maybe leaning into...
Rival Drug Wins, Costs Us Marketing Gold
That feeling you get when you run a head-to-head study and the rival drug beats you out. Spending a fortune to hand your competitor a marketing message. Sometimes it feels like $NOVO is snake bit. $LLY https://t.co/gGUjl6iqPg
Finalizing Top 100 Biotech VCs, Join 2026 Webinar
We're wrapping up the fact checking process for our annual Top 100 biotech VCs list and prepping for our companion webinar on VC investing in 2026. If this is a topic near and dear to your heart, be sure to...
FDA's Erratic, Unpredictable Decisions Undermine Drug Regulation
The FDA keeps spinning, spinning, spinning round and round. Just what you want from a drug regulator: Erratic decision-making and complete unpredictability. https://t.co/q5abiPwgkW
PET Scans Miss Cancer; System Needs Diagnostic Overhaul
Merkel cell carcinoma log, day #566. Completed my 6th PET scan at Dana-Farber yesterday. The radar, such as it is, doesn’t reflect any Merkel cell carcinoma. Lymph nodes look clean. The more I do PET scans, though, the more I...
Sanofi's Board Ousts Hudson, New CEO Faces Dupixent Gap
So Sanofi's board strikes again. Paul Hudson gets the old Paris boot 6 years after taking on the task of remaking the pipeline. It hasn't gone well. Next: Belen Garijo. She has a few years to get ready for the...
Biotech CEOs Dust Off S‑1s, Hopeful IPO Surge
That blowing sound you hear is from hundreds of biotech ceos blowing the dust off their S-1s, fingers crossed.
Predicting $20B+ Biotech M&A Deal by 2026
One of my #JPM26 predictions for 2026 is that we'll see a $20B-plus M&A deal in biotech. So here's hoping any RevMed deal comes after Monday morning. https://t.co/5pe4ymAILt
Rampart's Fall Highlights Struggles in Legacy Gene Therapy
Ryan's story notes that it's hard to tell exactly what killed Rampart. The faltering gene therapy field, specific scientific challenges, (any internal conflict). Maybe all of the above? No matter what, though, another sign of the cold wind blowing through...
