Social•Feb 27, 2026
Novo's Missteps Echo Bristol Myers' Strategic Failure
Elizabeth Cairns' piece on $Novo is reminiscent of Bristol Myers' strategic fail against Merck and Keytruda. They were focused on the wrong things, made bad trial design decisions and got stuck in the mud of their own making. Everyone should read this. It's a cautionary tale for the industry.
By John Carroll
Social•Feb 27, 2026
Trial Failures Stem From Flawed Design Choices
“You can’t stand there after the fact and blame the open-label design,” he said. “You designed it. You designed a noninferiority margin. You picked the patients. And then the trial doesn’t work.” https://t.co/acS5i5s5NU
By Andrew Dunn
Social•Feb 27, 2026
FDA Grants Fast Track, Orphan Status to TSRA-196
1/@TesseraTx has announced that the U.S. FDA has granted Fast Track and Orphan Drug designations to TSRA-196 - its leading In Vivo Gene Editing program which is being jointly developed with $REGN, for the treatment of patients with alpha-1 antitrypsin deficiency...
By Yair Einhorn
Social•Feb 27, 2026
Biotech IPOs Surge with $400M Offering
New: Generate caps a strong month for #biotech IPOs with $400M offering https://t.co/HzslZOPcwM by @gwendolynawu $GENB $AZN $AMGN #IPO
By Ben Fidler
Social•Feb 26, 2026
Makary Misrepresents Unresolved Drug Applications, Conflates Therapies
(Hopefully) Final word today on the Makary $QURE (or was it $RGNX) thing: Bottom line: Makary shouldn't be talking publicly about unresolved drug applications. Uniqure doesn't even have an application submitted; and RegenxBio's CRL letter isn't posted to the FDA's...
By Adam Feuerstein
Social•Feb 26, 2026
Biotech VC Webinar Launches with Top Experts, Thousands Registered
We'll be gearing up today's webinar on biotech venture capital at the top of the hour. Great guests, great topics. If this is a central issue in your life, tune in. Thousands have signed up already. https://t.co/c16y04mFsD
By John Carroll
Social•Feb 26, 2026
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...
By John Carroll
Social•Feb 26, 2026
DIY Gut Microbiome Tests Are Unreliable and Flawed
Direct-to-consumer gut microbiome assessments are unreliable, problematic: a review of 7 companies with significant methodologic issues https://t.co/atwmZUNjVE https://t.co/SqlMljuW0y
By Eric Topol
Social•Feb 26, 2026
FDA Chief Backs Rare Disease Rejections, Lauds Vinay Prasad
FDA Commissioner Marty Makary defends rare disease drug rejections, Vinay Prasad "Vinay Prasad is a genius,” Makary said. “He’s on loan from UCSF. He’s published over 500 scientific peer-reviewed articles, and some of the drugs they are criticizing him for...
By Matthew Herper
Social•Feb 26, 2026
Orforglipron Outperforms Other Oral GLP‑1s in T2D Trial
Head-to-head trial of the oral GLP-1 drugs in people with T2D. Orforglipron was superior https://t.co/9B7RXIgdJY
By Eric Topol
Social•Feb 26, 2026
FDA Chief Warns Against Approving Risky, Ineffective Rare‑disease Drugs
$QURE down this morning on comments made by FDA Commissioner Marty Makary to CNBC's Becky Quick. In a discussion about rare-disease drug approvals and Vinay Prasad, Makary said this: "I think there has been a bit of an effort to...
By Adam Feuerstein
Social•Feb 26, 2026
Progress Toward Off‑the‑Shelf Vaccines for Hereditary Cancer
We're making headway for off the shelf preventive cancer vaccines in people with hereditary forms of cancer, e.g. Lynch syndrome https://t.co/F3LqKS46BQ
By Eric Topol
Social•Feb 26, 2026
RVMD Switches PRMT5 Partner From T
$RVMD was collaborating with $TNGX in PRMT5, but now it's working with $BMY (remember that ex MRTX project?). Via @ByMadeleineA @ApexOnco -> https://t.co/mGZjKOiB7p (And $AMGN still dose optimising.)
By Jacob Plieth
Social•Feb 25, 2026
GLP‑1 Drugs Plus Healthy Habits Cut Heart Events
The combination of GLP-1 drugs (such as Ozempic) and healthy lifestyle factors was associated with less major adverse cardiovascular events in ~100,000 people with T2D @TheLancetEndo https://t.co/phNzEBy7zY https://t.co/DDVi8uedRP
By Eric Topol
Social•Feb 25, 2026
Psychedelic Stocks Overhyped as Nominee Warns Caution
Psychedelic tape still trades on vibes > policy. Surgeon General nominee Casey Means says she “would not recommend” psilocybin to the American people today. Yes, she nods to “exciting work” in PTSD and veterans. But that is a far cry from...
By BowTiedBiotech
Social•Feb 25, 2026
FDA Rejects Experimental Rare Blood Cancer Therapy
An experimental therapy for a rare blood cancer was on the path toward approval by the Food and Drug Administration last year — with internal reviewers recommending it be cleared — before the agency rejected the drug last month, @adamfeuerstein...
By Allison DeAngelis
Social•Feb 25, 2026
FDA Rejects Europe‑approved Drug: What Shifted?
Interesting read: the thread and the story. A drug that was approved in Europe in 2022, which looked like it was on track for #FDA approval, instead is rejected. What changed at FDA? 🤔
By Helen Branswell
Social•Feb 25, 2026
ACIP Meeting Notice Raises Questions on Vaccine Injury Role
The Federal Register notice for the (now) March #ACIP meeting is now up & it's ... puzzling. Possible vote on Covid vaccine injury? ACIP can recommend changes to the way a vaccine is used, for safety reasons. But vaccine injuries aren't...
By Helen Branswell
Social•Feb 25, 2026
AI Should Boost Human Response Rates, Not Invent New Drugs
$LTRN is a live experiment in our thesis: AI doesn’t need to invent new drugs. It needs to improve probability of success in humans. If RADR consistently enriches responders, that’s durable value. If not, platform premium disappears. Listen to the podcast here: https://t.co/ZAg5btpcIK
By BowTiedBiotech
Social•Feb 25, 2026
Dual BCMA‑CD19 Targeting Shows Promise in ASyS
interesting and different efficacy outcomes in ASyS and SSc autoimmune patients treated with blinatumomab (CD3/CD19) and teclistamab (CD3/BCMA), respectively, + Rituximab maintenance. Potential for targeting both BCMA and CD19, especially in ASys. https://t.co/Dyq7h9EeGo
By Paul D. Rennert
Social•Feb 25, 2026
AI‑Engineered AAV Capsid Makes Gene Delivery Programmable
One company is unlocking gene delivery to overcome the challenges that held back the promise of genetic medicine. If you want to learn more, they’ll be hosting an exclusive fireside chat at 9am Thursday, May 7th at SynBioBeta. Last year at...
By John Cumbers
Social•Feb 25, 2026
Stem Cell Therapy Boosts Frailty Walk Test Performance
A randomized trial of a stem cell therapy vs placebo for aging frailty showed durable and dose-dependent improvement in the 6-minute walk test @CellStemCell https://t.co/2jOYuIgUrY https://t.co/04mEV7OdLo
By Eric Topol
Social•Feb 25, 2026
Online Communities Bridge
Online Patient Communities for the E-Patient “Betwixt & Between” a New Pt & an Expert [Aug 29, 2013] @mtmdphd #ASCOConnection https://t.co/IxinXTK715 #mmsm
By Mike Thompson, MD PhD
Social•Feb 25, 2026
Identifying Key Barriers to Boost Myeloma Trial Enrollment
Identification of Significant Barriers to Accrual (BtA) to @theNCI Sponsored Multiple Myeloma – Clinical Trials (MM-CT): A Step towards Improving Accrual to #ClinicalTrials - @mweissmdphd et al. #ASH12 Abstract 3165 https://t.co/i4zO7ktqHJ #mmsm #caxtx #ctsm
By Mike Thompson, MD PhD
Social•Feb 25, 2026
Quadruplet Therapy Effective without Early Transplant in NDMM
#EAOnc EQUATE EAA181 Effective Quadruplet Utilization After Tx Evaluation: Ph3 RCT NDMM Not Intended for Early ASCT [Activated: 10/27/20] PI= @myelomaMD https://t.co/qD26HMx3J8 #NCT04566328 #mmMRD #mmsm @eaonc @mweissmdphd @VincentRK @LynneWagnerPhD Wei Snyder Kostakoglu @mtmdphd
By Mike Thompson, MD PhD
Social•Feb 25, 2026
Phase 3 Trial Tests Daratumumab Regimens for New AL Amylo
.@SWOG S2213 Ph3 RCT Dara-VC Induction Followed by ASCT or Dara-VCD Consolidation & Daratumumab Maintenance in Pts w/ Newly Diagnosed AL Amyloidosis [Activated: 12/1/23] https://t.co/OizUfJCc2c #mmsm #bmtsm https://t.co/uikUnnJd3n
By Mike Thompson, MD PhD
Social•Feb 25, 2026
New Guidelines Define Prior Therapy Lines in Multiple Myeloma
Guidelines for determination of the number of prior lines of therapy in multiple myeloma [Aug 13, 2015] @VincentRK , Richardson, San Miguel @BloodJournal https://t.co/Tdmr2gTUi6 #mmsm #ctsm #ClinicalTrials https://t.co/ZOobout75Q
By Mike Thompson, MD PhD
Social•Feb 25, 2026
PI‑Rd Triplets Show Superior Efficacy And
Comparative Effectiveness and Safety of PI-Rd Triplets in Relapsed/Refractory Multiple Myeloma: INSIGHT-MM Data Analysis [Jan 13, 2026] @NoemiPuigM et al. European Journal of Haematology https://t.co/Vf7USecLlR #NCT02761187 #mmsm #openaccess https://t.co/C5Ya6TTQfo
By Mike Thompson, MD PhD
Social•Feb 25, 2026
Combining EMR and Multi‑omics Sharpens Biological Age Predictions
Assessment of biological age integrating electronic medical records and multi-omics increases accuracy for predicting outcomes @NatureAging https://t.co/7y60SSPTQf https://t.co/u02OlWMdQz
By Eric Topol
Social•Feb 25, 2026
Emerging Protein Degradation Trends and CAR‑T Synergies
What gets missed in the hurly burly of a conference with many highlight reels? Here we explore emerging trends to watch out for when it comes to protein degradation/glues, & combination opportunities w/ CAR-T cells. Time for some...
By Sally Church
Social•Feb 25, 2026
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...
By John Carroll
Social•Feb 25, 2026
Circulating piRNAs May Predict Elderly Survival and Longevity
Strong claim that needs independent replication: "Our findings provide compelling evidence that circulating smRNAs—especially piRNAs—are powerful predictors of survival in older adults and potential biomarkers of longevity" https://t.co/oi4220zxGY https://t.co/yk3MX4VdQj
By Eric Topol
Social•Feb 25, 2026
Novo's Vivtex Deal Could Unlock Superior Oral Obesity Meds
With Vivtex deal, Novo gains a chance at better oral obesity drugs https://t.co/DhIelbC9jI by @gwendolynawu $NVO #obesity
By Ben Fidler
Social•Feb 25, 2026
China's Asset Prices Rise, Ending Bargain-Basement Era
Assets from China are ubiquitous but China is no longer the 'bargain basement' in terms of deals. Will be interesting to see how rising prices impact deal interest https://t.co/yM3P28QCDc $XBI $IBB $BBC https://t.co/W61XACPX7O
By Daphne Zohar
Social•Feb 25, 2026
TrumpRx Cuts Cash Prices, but Offers Little New Savings
President Trump negotiated lower prices for some drugs on TrumpRx, but discounts only apply to cash paying patients not using their insurance. Many drugs already had big discounts through manufacturers or coupons, and some have generic equivalents that are already...
By Larry Levitt
Social•Feb 25, 2026
Trump Pushes Secret Drug Deals Into Law Despite Opacity
President Trump has called for his deals with drug companies to be enacted into legislation. It's hard to know what that means since the deals are not public.
By Larry Levitt
Social•Feb 24, 2026
Bull Slams Wedbush's ABVX Report as Terrible
Lot's of requests to discuss the Wedbush report on $ABVX today. It's a doozy. Obviously I'm a biased bull so sure, take my thoughts with a grain of salt, but this is truly, awful work from my perspective....
By Adam May
Social•Feb 24, 2026
FDA Says Data, Not Numbers, Prove IBRX Benefit
Th FDA is absolutely correct, and confirms what I’ve said all along. This $IBRX @DrPatrick “lymphopenia” push means nothing until or unless they come up with real data showing patient benefit. The “number” doesn’t matter.
By Adam Feuerstein
Social•Feb 24, 2026
Former Pfizer CMO Joins $HELP, Credibility Boosted
$HELP adds former Pfizer CMO Dr. Freda Lewis-Hall to its board. Big pharma credibility bump. Now the pipeline has to earn it. https://t.co/CK7PsBE9B8
By BowTiedBiotech
Social•Feb 24, 2026
FDA Needs Clear Standards for Rare Disease Trials
If FDA is serious about moving with urgency in rare disease, the key question is evidentiary standards. Speed matters. But clarity on what constitutes “adequate and well-controlled” in ultra-small populations matters more. Predictability > rhetoric https://t.co/XVXg71NmGq
By BowTiedBiotech
Social•Feb 24, 2026
AI Must Model Dynamic Biology, Not Static Proteins
There is one major barrier blocking AI from truly reshaping biology and no one is talking about it. Biology is not static. Most AI breakthroughs so far have treated proteins, cells, and systems as frozen objects. That abstraction worked to get...
By John Cumbers
Social•Feb 24, 2026
1
Given 1mg/week of Zepound showed 0.7% reduction in A1c in trials, and so is actually an efficacious dose, this microdose would just be $30/month. (Would imply using for longer than recommended after opening).
By Peter Suzman
Social•Feb 24, 2026
Hepta‑refractory Myeloma Arises via Sequential CD38
The evolution to hepta-refractory myeloma involves sequential loss of CD38, BCMA and GPRC5D [Feb 17, 2026] Riedhammer et al. @LeukemiaJnl https://t.co/EyGBz7sEQz #mmsm #PrecisionMedicine #caxtx
By Mike Thompson, MD PhD
Social•Feb 24, 2026
Vir Surges After Astellas Partnership and T‑cell Data
Vir climbs on Astellas deal, study results for ‘masked’ T cell engager https://t.co/336c9FJdjt by @Lilah_Alvarado $VIR + 27% $JANX $ALPMY
By Ben Fidler
Social•Feb 24, 2026
Novo Slashes GLP‑1 Prices; Palvella Spikes on Data
Novo to cut GLP-1 drug prices; Palvella soars on study data https://t.co/UAs4IETgPX $NVO $PVLA+ 32% $GOSS $VNDA $PFE #biotech
By Ben Fidler
Social•Feb 24, 2026
Roctavian Withdrawn, Exposing Science‑to‑market Gap
Failing to find a buyer, BioMarin is voluntarily withdrawing Roctavian from the market. A fitting end for what was once one of the highest-profile gene therapies in development — and a reminder of the gap between promising science and a viable...
By Andrew Dunn
Social•Feb 24, 2026
Novo Highlights New Data on Triple‑Target Obesity Therapy
Novo, searching for a spark, spotlights new data for three-pronged obesity drug https://t.co/pPo9Oc1wlF $NVO $LLY #obesity
By Ben Fidler
Social•Feb 24, 2026
FDA Draft Guidance Boosts Individualized Therapy Innovation
FDA Issues Plausible Mechanism Pathway Draft Guidance to Spur Innovation for Individualized Therapies https://t.co/OZW6Q27zMa via @Inside_PM
By Kevin Davies
Social•Feb 24, 2026
Immedica Secures Accelerated Approval, Plans PRV Sale
Immedica wins accelerated approval for once-rejected rare disease drug, plans to sell PRV - https://t.co/wU3AfqQzjw
By Zach Brennan
Social•Feb 24, 2026
Agentic AI Revolutionizes Biomedical Research, Featured in Nature Biotechnology
Our perspectives piece on Agentic AI for biomedical research has been published in Nature Biotechnology https://t.co/PpFeGcvv0x #agenticAI #artificialintelligence #agents https://t.co/xoADUc7T7K
By Jason H. Moore