Merck-Moderna INTerpath-001 intismeran+Keytruda Phase 3 melanoma hits RFS and DMFS. Capricor deramiocel PDUFA. WuXi Bestchrom sale. BioMarin buys Alesta.
Read digest →Xianweida ecnoglutide EECOH-2 Lancet publication. Chinese peptide pipeline: Gan & Lee, Xianweida, Wayne Biotech. Capricor deramiocel PDUFA. Hengrui HRS-4729.
Read digest →Amylyx $500.2M closes Friday. Vivani NPM-139 semaglutide implant +20% at 1 year. Chinese Minwei-Innovent GLP-1 progress. Regeneron Pasatru FOP.
Read digest →Amylyx upsizes offering to $500.2M at $35.50/share. Mankind-Chenan insulin India deal. Tolerance Bio licenses NT-I7 IL-7 fusion. Network Bio $50M launch.
Read digest →Amylyx AMLX +48.6% weekly to $35.11 on LUCIDITY, $350M raise, Guggenheim $55/Mizuho $30 PT lifts. Silence closes $201.3M. AMX0318 long-acting follow-on.
Read digest →Amylyx avexitide LUCIDITY hit primary endpoint: 55% hypoglycemic reduction, p<0.001. NDA by end 2026. Aizen $100M AI oral peptide deal. LEO buys dersimelagon.
Read digest →Obesity runners-up (Structure, Amgen, Pfizer) chase Lilly-Novo. Aleniglipron 16.3%. Biogen felzartamab China approval. Frontiers AMP cancer review.
Read digest →Lilly confirms retatrutide Q1 2027 BLA. Cancer peptide vaccine trials +34% YoY. Real-world semaglutide 5.9-12% vs 14.9% STEP-1. PeptiDream new EVPs.
Read digest →Silence closes upsized $175M ADS offering. BridgeBio KKR $406M secondary at $81.21. Retatrutide FDA filing late 2026/2027. CDMO consolidation wave.
Read digest →Ascendis -2.4% Friday despite EPS beat, BioMarin ITC opinion pending. Amylyx LUCIDITY late Aug. Kailera $42.60 PT. Frog AMP review paper.
Read digest →Ascendis Q2 €315M +105% YoY led by YORVIPATH €252M. Kailera ribupatide oral Phase 3 H1 2027. Samsung-PolyPeptide tender prospectus. Novo -6% on Lilly gap.
Read digest →Insilico Medicine BioSpace feature: 31-candidate pipeline, $2.75B Lilly deal. Viking VK3019 Phase 1. Amylyx LUCIDITY readout. Boulevard Bio $65M launch.
Read digest →Hims -6% after hours despite raised Q3 guide. ITM 177Lu-edotreotide gets CRL. Silence SANRECO 88% vs 19% placebo in PV. Rhythm IMCIVREE launch strong.
Read digest →Hims Q2 $753M +38% and FY guidance raised to $3.1-3.3B despite 76%→64% gross margin drop. CagriSema REDEFINE 4 84-week detail. Wegovy 7.2 mg FDA review.
Read digest →Hims Q2 Monday with FTC data-sharing lawsuit context. Precision Peptide Pen launch. U Alberta D-GK17 antimicrobial peptide paper. CagriSema misses tirzepatide.
Read digest →Arrowhead pays $215M for PRV to accelerate plozasiran sHTG. Voxzogo Q2 $253M +14% on $1B trajectory. Hims Q2 Monday amid FTC lawsuit. PCAC rulemaking analysis.
Read digest →BioMarin Q2 $990M +20% on Voxzogo + Amicus. Arrowhead acquires PRV (10→6 month FDA review). Nature aMPC16-CA50 cancer peptide paper. Hims Q2 Monday.
Read digest →FDA PCAC schedules Feb 2027 review of 5 more peptides (LL-37, GHK-Cu, dihexa, MT-II, PEG-MGF). Novo -5% on Wegovy pill economics. Q2 big-pharma wrap.
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