Blog

Reading AI Drug Discovery’s Two Layers: 5-Company Map of Headlines vs Operational Transformation | Vol.12026-05-17
AI drug discovery company map (Insilico, Recursion, Isomorphic Labs, Schrodinger) and the real profit structure transformation behind the headlines.
Where Will Nuclear Medicine Be in the Next Decade? Ac-225, Pb-212, and the Next-Generation RI Pipeline Map | Vol.3 (Final)2026-05-15
Nuclear medicine next decade: shift from β (177Lu) to α (225Ac, 212Pb). α has 100× cytotoxicity, short range protects normal tissue. Pipelines: 225Ac-PSMA, 225Ac-FAP, 225Ac-DOTATATE (RYZ101), 212Pb-DOTAMTATE. New targets (FAP, GD2, HER2, αvβ6). Manufacturing wall (Oak Ridge, Karlsruhe, PSI, JAEA). Final volume.
Mapping Nuclear Medicine Competitors: Lantheus, Bayer, Telix and the 3 Turning Points Ahead | Vol.22026-05-14
Comparison of nuclear medicine competitors (Lantheus, Bayer, Telix, Lilly × Mariana, BMS × RayzeBio, AZ × Fusion) across 5 axes: diagnostic vs treatment, target molecules, isotopes, manufacturing infrastructure, partnerships. Emerging specialists (Aktis, Convergent, Perspective, Curasight, Clarity) and industry reshuffling scenarios. Vol. 2.
Where Is Nuclear Medicine Heading? Pluvicto’s Success and the Vertical Integration Imperative | Nuclear Medicine Vol.12026-05-13
Novartis Pluvicto (mCRPC, $1B+ annual revenue) and Lutathera (NET) clinical and commercial success moved nuclear medicine from niche to mainstream. Short isotope half-life and specialized facility requirements make Vertical Integration (production-synthesis-distribution-delivery chain) decisive competitive advantage. Endocyte acquisition $2.1B, Point Biopharma $1.4B, 14-site global manufacturing network. Vol. 1.
Does Whole-Genome Sequencing Truly Help in Solid-Tumor Clinical Care? — Real-World Clinical Utility Validation | Nature Medicine April 20262026-05-12
The April 2026 issue of Nature Medicine published a landmark paper validating the real-world clinical utility of tumor whole-genome sequencing (WGS) in solid cancers. WGS identifies additional actionable findings in 10-20% of patients beyond standard panels — driving treatment changes, response, and survival. “WGS for the right patient, not every patient” — a tiered model is the realistic answer.
Where Is CAR-T Heading? 3 Commercialization Paths (Autologous/Allogeneic/In Vivo) and the Next-Decade Optimal Mix | Vol.3 (Final)2026-05-10
Structural comparison of CAR-T’s three commercialization paths (autologous, allogeneic, in vivo) across 7 axes. Market projection: $16.5B in 2030, $35B in 2035, with in vivo’s late-decade growth. Final volume.
How Is In Vivo CAR-T’s Competitive Structure Shifting? AbbVie-Capstan, Lilly-(Orna+Kelonia), and the 3 Independents Mapping the Two-Camp Era | Vol.22026-05-09
Comparing 5 in vivo CAR-T companies (Capstan, Umoja, Orna, Renagade, Sana) on technology platform (LNP-mRNA, LV, circular RNA, multi-organ LNP), indication focus (autoimmune vs cancer), strategic partners (Pfizer, Lilly, Merck). Vol. 2.
Where Is In Vivo CAR-T Heading? How Lilly’s Two-Step (Orna + Kelonia) Redefines Gene Therapy’s Core | In Vivo CAR-T Revolution Vol.12026-05-08
April 21, 2026 Eli Lilly to acquire Kelonia Therapeutics for up to $7B—the largest in vivo CAR-T M&A signaling pharma majors’ serious entry. Kelonia’s PreciseTarget LNP delivers CAR mRNA to T cells in vivo, softening ex vivo CAR-T’s three walls (manufacturing time, cost, toxicity) simultaneously. Vol. 1.
What the Epigenetic Memory of Colitis Reveals: AP-1 Imprints Persisting 100+ Days That Drive Cancer | Cancer Origin Vol.3 (Final)2026-05-07
Nagaraja et al. Nature 2026/4/16: chronic colitis leaves AP-1-dependent epigenetic memory in colonic stem cell chromatin that persists for 100+ days. SHARE-TRACE proves clonal inheritance through stem cell divisions. Memory + APC mutation cooperatively accelerates tumor formation; AP-1 inhibition eliminates acceleration. New IBD-cancer prevention paradigm. Final volume.
What Cerebellar Organoids Reveal About Medulloblastoma’s Origin: 3 Axes Toward Precision Medicine | Cancer Origin Vol.22026-05-06
Cell April 2026 paper used human iPSC-derived cerebellar organoids + CRISPR to reproduce all four medulloblastoma subtypes (WNT, SHH, Group 3, Group 4) in real time. Cell of origin for each subtype directly confirmed. Vismodegib and BET inhibitor responses validated in subtype-specific manner. Personalized-therapy organoid proof of concept. Vol. 2.