Ozempic Cuts Drinking in Obese AUD Patients
First randomized trial to show Ozempic reduces alcohol consumption in people seeking treatment for alcohol use disorder. Placebo-controlled, double-blind. Participants with BMI >30 kg/m2. https://t.co/M9Pk2gzKHD @TheLancet https://t.co/OT660QIn6N
GLP‑1 Drugs Cause Less Muscle Loss than Assumed
Do GLP-1 drugs really cause muscle loss? Turns out perhaps less than what we thought… here’s what you need to know, from: https://t.co/VwrRxnoblW https://t.co/M2RaE1f3EG
Interim PFS Review Confirms Study Continuation
$SMMT ivo HARMONi-3 update on squamous subgroup interim PFS analysis: "At this early interim PFS analysis reviewed exclusively by the Independent Data Monitoring Committee (iDMC), the iDMC recommended that the study continue as planned."
P‑tau217 Blood Test Predicts Alzheimer’s Risk Early
Good summary of p-tau217, the breakthrough blood test to predict risk of Alzheimer's in people well before onset of symptoms @ScienceMagazine https://t.co/qVJtYR4bnz https://t.co/OhjLExTroG
Pharma Power Shifts: Controlling Diseases, Not Just Assets
Most pharma pipeline analysis is spreadsheet theater. I used AI to look at the 2020 → 2026 shift. The real question is not: Who has the most assets? It is: Who controls the disease category? GLP-1s are a metabolic land grab. Oncology is becoming a platform stack. Trials...
UniQure Pursues UK Approval for Huntington’s Gene Therapy
UniQure, in ‘symbolic’ win, to seek UK approval of Huntington’s gene therapy https://t.co/plxdEw43FD by @Lilah_Alvarado $QURE + 22% #GeneTherapy
Pinetree Therapeutics: Promising Biotech Worth Watching
A biotech you need to keep an eye on... Pinetree Therapeutics $AZN https://t.co/wVt9XMcr0Z (disclosure: SAB member)
Top 15 Biopharma R&D Players and Late‑Stage Prospects
My annual report on the top 15 R&D players in biopharma is out. It's a beast at some 9000 words, but if you're interested in the top prospects in the late-stage pipeline, I got a bunch for you. The stakes...
Irisin Hormone Reverses Obesity and Insulin Resistance
Irisin, a hormone released by muscle during exercise, reverses obesity and insulin resistance in mice -- without cutting food intake or causing muscle loss. As a medical school professor, I find this striking. We have spent a decade asking how to...
Gene Therapy Soon as Routine as Everyday Surgery
Eric Kelsic envisions the future of gene therapy will be viewed in the “the same way that many of us have had some form of surgery at certain points in our life.” As therapies become safer and more effective, the decision...
Trump's Psychedelic Order Preserves FDA Oversight Balance
My op ed in today's @WashPost - "Trump’s executive order on psychedelics strikes a healthy balance: The president preserved the FDA's role, even as some want the agency's gatekeeping dismantled." https://t.co/9hH7kz107J
Serena-6 Shows Unexpected Immature OS Curves
$AZN Serena-6 immature OS curves as revealed at the adcom. Not sure we've seen these before. https://t.co/L9oAQxhrh9
DNA Nano‑Ring Precisely Captures and Orients Membrane Proteins
A new DNA nano-ring platform enables precise capture and orientation of individual membrane proteins, advancing the study of these vital cellular gatekeepers and opening new possibilities in medicine, imaging, and synthetic biology. nanotechnology
New GLP‑5 Study Is Only Mouse
A friendly reminder, just because that new Nature study on a quintuple agonist (LOL GET READY FOR "GLP-5" discourse) is out today: It's a study on MICE. MICE TESTING IS NOT HUMAN TESTING. IT'S JUST MICE.
Year Two Funding Crisis: Grants Dry, Competition Rises
With federal research funding cuts, the first year of Trump 2.0 was tough. Year 2 is in some ways grimmer, a @statnews survey shows. Bridge funding is drying up, existing grants are ending & competition for fewer new grants is...
Akeso’s ASCO Plenary Raises Questions on Lung Cancer Data
This week's Biotech Scorecard: An #ASCO26 mystery: What does Akeso’s primo plenary spot say about its ivonescimab lung cancer survival data? $SMMT If the news was good, we'd have heard by now, right? Or, is Akeso just being ultra conservative?...
Sevabertinib Shows
EGFR’s Poor Sibling {Editorial} [April 15, 2026] @DCarboneMD @NEJM https://t.co/DjV4gAtKMk #lcsm #PrecisionMedicine RE: #NCT05099172 Sevabertinib in Advanced HER2-Mutant Non–Small-Cell Lung Cancer https://t.co/63kCdZ6JOJ
FDA Slowdown Threatens AZN's SERD Lead as Roche Advances
FDA just pumped the brakes hard on AZN's camizestrant. While the SERD track is crowded and Roche is picking up speed, AZN's innovation may be derailed by regulatory conservatism: https://t.co/9eroTXv5dc https://t.co/rOJwh9iMCz
Northwestern Chemist Launches Science-Driven Biotech Blog
New biotech blog by a Northwestern medicinal chemist -- debut post is a well-written, science-focused take on $CCCC. Check it out: https://t.co/4Pc5wUUKlO
Gene Editing Swaps Whole Genes, Fixes 1,000 Mutations
A new genome editing technique enables efficient replacement of entire genes, allowing correction of up to 1,000 mutations simultaneously by inserting large DNA segments without causing toxic double-strand breaks. genetherapy
FDA Proposes AI-Driven Real-Time Trials, Ending Phase Gaps
No more Phase 1, 2, or 3 in clinical trials? The FDA is proposing using AI to get trial data in real-time from EHRs and giving trial design feedback based on what it sees. No more batch processing could eliminate the wait...
2C‑B Shows Dose‑Dependent Effects Similar to MDMA and Psilocybin
Acute dose-dependent effects of 4-bromo-2,5-dimethoxyphenethylamine (2C-B) compared with 3,4-methylenedioxymethamphetamine (MDMA) and psilocybin in a double-blind, placebo-controlled study in healthy participants https://t.co/OEJPk0XTqg
We Covered Psychedelics for Brain Injury Back in 2021
psychedelics for brain injury trending now, you say? yes, we wrote about it in 2021. full article below. https://t.co/RcXtd2XIe0
Small Stem Cell Edit Generates Persistent Antibody Protection
Researchers showed that editing a small number of blood stem cells can reprogram the immune system to continuously produce therapeutic proteins, including powerful antibodies that are normally hard to generate. In mice, this approach created long-lasting, boostable protection against infections...
Semaglutide Restores Lacrimal Gland, Relieves Age‑Related Dry Eye
Semaglutide alleviates age-related dry eye disease by restoring lacrimal gland structure and function https://t.co/EDvPtdeiqg https://t.co/Kpku8SHEOH
Media Overlooks Upcoming RMP Level Concerns
How is no one in the press asking about level of RMPs going forward? @dampedspring @barryknapp
Teva Spends $700M on Tourette Drug, Shares Jump 11%
Teva nabs experimental Tourette drug in $700M Emalex buyout https://t.co/z1byYRgYul by @realJacobBell $TEVA + 11%
Late‑Stage Drug Development Trends: Phase III, AI, Global Partnerships
LOOKING forward to tomorrow's webinar on late-stage drug development trends with Susan Galbraith (AstraZeneca), Levi Garraway (Roche) and Ken Getz (Tufts). We'll be discussing the fundamentals of Phase III, with thoughts on efficiencies, interplay with biotech partners, China, AI, and...
FDA Pilots Real-Time Trials as AbbVie Eyes KRAS Biotech
FDA tests out ‘real-time’ clinical trials; AbbVie closes in on a KRAS biotech https://t.co/diuieVTJ3g $ABBV $LLY $GSK $IONS $PFE #biotech
Chiesi Acquires KalVista for $1.9B Rare Disease Drug
Chiesi to buy KalVista in $1.9B deal for rare disease drug https://t.co/VR9hDYGLGJ by Kristin Jensen $KALV $PHVS $NTLA $BCRX $IONS
FDA to Relax Peptide Rules After High‑profile Endorsement
FDA moves toward easing restrictions on certain peptides The agency’s decision to hold an advisory committee meeting on the topic comes after HHS Secretary Robert F. Kennedy Jr. told podcaster Joe Rogan he’s a “big fan” of peptides. https://t.co/wynhLuBUPE https://t.co/y9dgG0xWAq
Quintuple Receptor Agonist Outperforms Tirzepatide in Trials
New @Nature A quintuple [GLP-1 + 4 other] receptor agonist drug that exceeds effects of the dual receptor (GLP-1 and GIP, tirzepatide) in the experimental model vs diabetes and obesity (in case you thought a dual receptor was max effect, as...
Tomorrow's Dual AZN ODAC: Serena-6 AM, Truqap-281
Reminder that the dual $AZN ODAC takes place tomorrow. Camizestrant Serena-6 trial being debated in the morning, then Truqap Capitello-281 in the afternoon. Youtube link -> https://t.co/RDcvhRqVWR
LFCR Undervalued; Upcoming Site Transfers Could Drive 25% Margins
$LFCR beaten down again on fears of equity issuance, lingering preferred concerns, and general liquidity worries. They have enough liquidity to cover the preferreds. Debt is not a concern as of yet. Meanwhile, the company has reported 5 site transfers in the...
SYRE Jumps to $8B After Breakthrough UC Trial
$SYRE pushing $8 billion cap currently on a major $XBI red day following their open label a4b7 data proving that a4b7 continues to work. Valuation was ~$3B at the start of the year. Must’ve been a massive surprise that their...
FDA Halts Manual Trial Data Entry, AI Opportunity Ignored
The FDA Finally Stopped Re-Typing Clinical Trial Data. That's the AI Story Nobody Is Writing. https://t.co/hAH43sFSTg
Quantum Algorithm Generates Valid KRAS Inhibitor Hits
Quantum-computing-enhanced algorithm unveils potential KRAS inhibitors 👉 “We introduce a quantum–classical generative model for small-molecule design… his work showcases the potential of quantum computing to generate experimentally validated hits that compare favorably against classical models. @biogerontology https://t.co/s7LjNpu2CP
ONC Secures $20M for Huahi's Hexavalent Trispecific
If you're wondering what $ONC got for its $20 m, here's the #AACR25 detail on Huahi's HH160, a symmetrical hexavalent trispecific anti PD-1 x CTLA-4 x VEGF-A MAb https://t.co/Y0jVjTuMMo
Quantum-Designed Drug Hits Nature Biotech Cover, New Pan‑KRAS Inhibitors Available
Our drug from a quantum computer paper made the cover of Nature Biotechnology. It was amazing to hold the physical copy of the journal while visiting our UAE site. We will order a bunch for the office - I love...
Real Drug Development Experience Needed to Validate AI Claims
If you have never gone through even one cycle of the whole drug development process, it is hard for me to believe your AI solution is ‘transformative’ for this process…
Boosting T Helper Cells Could Curb Lifelong Viral Infections
The immune system actively combats lifelong viral infections acquired at birth, but its response is limited by a reduced pool of T helper cells; enhancing these cells may offer new therapeutic strategies. immunology
Nicotinamide Boosts NK Cells, Induces NHL Remissions
Nicotinamide enhances natural killer cell function and yields remissions in patients with non-Hodgkin lymphoma https://t.co/VrC2ertsVd
NVO’s 4.4% Yield Boosted by Oral Semaglutide Surge
$NVO pays a decent 4.4% dividend and oral semaglutide is surging: "First-time anti-obesity medication (AOM) prescribing increased 21.7% from December 2025 to March 2026, with first-time AOM semaglutide prescribing increasing by more than 50%. AOM semaglutide also showed its largest quarter-over-quarter percentage...
Living Vessel ATEV Offers New Hope for Dialysis Access
Humacyte’s ATEV could change the game for dialysis patients who run out of fistula options. It’s a living vessel that resists infection and needs fewer repairs. Major unmet need, big potential. Biotech
Scientists, Not Regulators, Block Revolutionary Medicines
Finally, a show exposing the main obstacle to new medicines. Hint, it’s not the FDA: “Throughout history, society hasn’t always appreciated revolutionary scientific findings. For hundreds of years & still today, some of the biggest attackers are fellow scientists.” 🧑🔬🔥👩🔬 https://t.co/h2BpILNV4D
FDA Partners with AZN, AMGN to Accelerate AI-Driven Trials
FDA launches effort with $AZN $AMGN to speed up clinical trials, using AI https://t.co/k4LjxnDLmq via @LizzyLaw_
Supreme Court Case Could Broaden Vascepa Generic Labeling
Vascepa "skinny label" generic case at the Supreme Court. The generic label is only for hypertriglyceridemia, while Vascepa label is much broader. But gets promoted as a generic for Vascepa. Impact might be substantial. https://t.co/xtGWtscXkc
Pfizer Secures Patent Extension for Leading Rare‑Disease Drug
Pfizer deals extend patent life for a top-selling rare disease drug https://t.co/uXXbtLaIOL $PFE $BBIO $ALNY $IONS
Psychedelics May Reverse Epigenetic Roots of Addiction
Epigenetic Mechanisms of Psychedelics in Addiction: Emerging Evidence and Therapeutic Potential these compounds may directly counteract the epigenetic and transcriptional imprints that sustain compulsive substance use https://t.co/GJyHoLPL83
Charting FDA‑Guided Trial Pathways for Merkel Cell Carcinoma
Really enjoyed my fireside chat at MCC4 with Harpreet Singh, MD, the CMO at Precision Medicine, focused on establishing pathways for clinical trials in Merkel cell carcinoma. The physician-scientists in the audience were clearly excited about the prospect of working...