Pharma & Biotech News– category –
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JPM2026 Key Topics Series Part 3: How to Read CEO Remarks — Companies That Speak With Numbers vs. Companies That Signal Posture
At JPM2026, CEO remarks drew outsized attention. The reason is straightforward: professional investors already track patent cliffs, revenue concentration, and forward sales trajectories. What they want from JPM is not “nice words,” but a... -
JPM2026 Key Topics Series Part 2: Why Mega-M&A Didn’t Show Up — Yet Capital and Deals Still Moved
One of the defining “feelings” at JPM2026 was that the conference was crowded and energetic—yet true mega-M&A headlines were scarce. That is not an anomaly. It reflects a structural optimization driven by today’s capital costs, integ... -
JPM2026 Key Topics Series Part 1: Obesity & Metabolic (GLP-1) — The Battle Has Moved to Execution
At JPM2026, obesity and metabolic disease (GLP-1) remained the gravitational center of the conference. Yet the most decisive conversations were not about incremental clinical deltas or “which molecule is best.” The battleground has shift... -
2026 Global Biotech & Pharma Outlook (Part 2) — Where Technological Progress Is Taking Shape —
Happy New Year. In Part 2, we turn our focus to technological domains where steady and meaningful progress is expected beyond 2026. Rather than highlighting short-lived trends, this article explores areas grounded in scientific necessity... -
2026 Global Biotech & Pharma Outlook (Part 1) — Where Science and Innovation Are Heading —
Happy New Year. At the beginning of a new year, it is often useful to step back from daily headlines and reflect on broader directions. In this article, we explore the global outlook for the biotechnology and pharmaceutical industries as... -
Top 10 Global Biotech & Pharma News of 2025 (Ranked #5–#1) — Obesity, ADCs, China Licensing, and M&A Redrew the Map
The second half of 2025’s “top 10” is where the industry’s center of gravity moved. The defining themes were clear: obesity drugs entering a second act (oralization + access design), ADCs solidifying as a pillar modality, China out-licen... -
Top 10 Global Biotech & Pharma News of 2025 (Ranked #10–#6) — The Year “Policy, Safety, and Supply” Decided Winners
In 2025, innovation alone was not enough. Across biotech and pharma, policy, safety, manufacturing reliability, and reimbursement increasingly determined whether breakthroughs could scale in the real world. This first installment (Ranked... -
Recent ADC Landscape Update Series, Part 3: Merck–Daiichi’s CDH6 ADC R-DXd and DLL3 ADC SHR-4849 – The Next Wave in Ovarian Cancer and SCLC
In Part 3 of this series, we focus on two “second-wave” ADC programs that have attracted considerable attention over the past few months: raludotatug deruxtecan (R-DXd), a CDH6-targeted DXd ADC being co-developed by Daiichi Sankyo a... -
Recent ADC Landscape Update Series, Part 2: Enhertu in Early HER2-Positive Breast Cancer – What DESTINY-Breast05 and 11 Mean for Future Standards of Care
In Part 2 of this series, we focus on Enhertu (trastuzumab deruxtecan), the DXd-based ADC from AstraZeneca and Daiichi Sankyo that has already transformed the treatment of advanced HER2-positive and HER2-low breast cancer. At ESMO&n... -
Recent ADC Landscape Update Series, Part 1: AstraZeneca’s Post-Enhertu Strategy – In-house ADCs, Radiopharma and Cell Therapy to Redefine Oncology
Around 2025, oncology is entering a new phase in which antibody–drug conjugates (ADCs) sit at the center of a much broader competition for the “next decade” of cancer care. In this series, we review the most important recent clinical dat... -
Big Pharma Mega Deals in the Last Few Months Series Part 6 | A Startup-Side Playbook: Building a Company That Can Partner or Stay Independent
In the previous installments of this series, we looked at recent big pharma transactions through the lenses of oncology, obesity/metabolic disease, respiratory and infectious disease, and finally from an investor’s point of view. In this... -
Big Pharma Mega Deals in the Last Few Months Series Part 5 | How Investors Can Read and Use Big Pharma Transactions
When investors follow big pharma transactions, it is tempting to focus on headline numbers: total deal value, takeover premium, “multi-billion” labels. Those figures certainly make for eye-catching news, but they do not tell the full sto... -
Big Pharma Mega Deals in the Last Few Months Series Part 4 | Respiratory and Infectious Disease: From COPD and Rare Lung Disorders to Seasonal Viral Threats
Alongside oncology and metabolic disease, one of the most striking clusters in recent big pharma transactions over the last few months is respiratory and infectious disease. Chronic obstructive pulmonary disease (COPD), asthma, rare lung... -
Big Pharma Mega Deals in the Last Few Months Series Part 3 | Obesity, MASH and Metabolic Disease: Beyond the GLP-1 Wave toward Integrated CVRM Strategy
When we look at the big pharma transactions announced over the last few months, oncology is an obvious hot spot. But right next to it, in terms of strategic importance and deal size, we find a cluster centered on obesity, MASH and metabo... -
Big Pharma Mega Deals in the Last Few Months Series Part 2 | Next-Generation Oncology: in vivo CAR-T, ADCs, Bispecifics and Oral Biologics
Among the many big pharma transactions announced in the last few months, oncology stands out as the area where activity is both dense and conceptually rich. Not only are we seeing large deals in terms of headline value, but they are also... -
Big Pharma Mega Deals in the Last Few Months Series: Landscape and Thematic Map (Part 1)
Over the last few months, the pharmaceutical and biotech industry has seen a flurry of mega deals, many of them comfortably exceeding the $1 billion mark and some reaching well into double-digit billions. If you only follow them as isola... -
UK Series (Final): Case Studies: Execution from the UK in Practice (3–5 Short Cases)
Executive Summary｜This collection grounds Parts 1–4 in practice: a rare-disease PoC, a multi-ancestry stratified trial, access optimization, manufacturing × capital structuring, and a repurposing example. Each case includes a ready-to-u... -
UK Series (Part 4): Execution from the UK: Trials, Access, and Manufacturing Playbooks
Executive Summary｜This playbook turns designs into action. By running regulation (MHRA), access (NICE), manufacturing, and commercial readiness in parallel, teams can compress time-to-market. We outline UK-led PoC timelines, parallel re... -
UK Series (Part 3): From Genomes to Targets: Biomarkers, Stratification, and Repurposing at Scale
Executive Summary｜UK-scale WGS and multi-ancestry GWAS enable earlier, stronger target validation, biomarker design, indication shaping, and safety anticipation. This article turns discoveries into practice—workflows, metrics, QC, and p... -
UK Series (Part 2): Data-Driven UK: How WGS and Multi-Ancestry GWAS Rewire Drug Discovery
Executive Summary｜The UK’s edge lies in its public data infrastructure. With ~490k whole-genome sequences (WGS) extending into non-coding, rare variants, and structural variation—and a multi-ancestry GWAS program (Pan-UK Biobank)—the ec...
