Lilly Q2 $23B (+48%): Mounjaro $9.9B, Zepbound $4.9B US, Foundayo $98M first quarter. Amgen kills AMG 513. Alnylam -30%. Pathos AI + Alphamab $2.09B ADC.
Read digest →Q2 pharma earnings day: Merck +5% $16.61B, Pfizer $15B, Amgen guides up + MariTide focus, Novo Q2 $12.09B with Wegovy pill at 5M+ prescriptions.
Read digest →Receptor.AI + Sethera AI-guided polymacrocyclic peptide alliance. Nifty Pharma -2% Monday. Survodutide MASH 83% histological improvement. Merck Q2 Tuesday.
Read digest →Big-3 Q2 earnings preview: Merck Tue, Lilly + Novo Wed. Trump generic tariff schedule: 0% now → 100% Aug 2028 → 200% Aug 2029. CROI GLP-1+HIV analysis.
Read digest →Section 232 100% pharma tariffs kick in for 17 firms; $500B+ US onshoring pledged. 503B GLP-1 docket closes. Q2 Merck/Lilly/Novo preview next week.
Read digest →AbbVie Q2 beats: Skyrizi +24.4% $5.5B, Rinvoq +24.5% $2.5B. Section 232 tariffs live. AIDS 2026 wraps. July peptide-and-obesity policy synthesis.
Read digest →Alnylam Q2: Amvuttra $1.012B first $1B+ quarter but TTR guidance cut. Sanofi Q2 Dupixent +37.6%, kills amlitelimab. FDA 503B GLP-1 docket closes.
Read digest →AIDS 2026 late-breaker: Gilead-Merck ISL/LEN Week 48 detail. PURPOSE 1/2 52-week OLE. Biogen Q2 beat + LEQEMBI IQLIK approved. Alnylam Q2 Thursday preview.
Read digest →IBD-GLP-1 emulated RCT: no benefit. AIDS 2026 Day 2 in Rio. Medicare GLP-1 Bridge update. Kiniksa Q2: ARCALYST +55% YoY. Post-PCAC BioPharma Dive editorial.
Read digest →AstraZeneca Q2 beats + elecoglipron Phase 3 kickoff. AIDS 2026 opens. Australia TGA GLP-1 NAION warning. Hims $440M peptide analyst perspective.
Read digest →AIDS 2026 pre-conferences open in Rio. JAMA Pediatrics: teen GLP-1 use 88.2% → 96.1%; bariatric surgery halves. Bloomberg peptide feature. Alnylam Thursday.
Read digest →Novo TRO filed Friday to block Lilly ads. EMA CHMP recommends lerodalcibep monthly PCSK9. AIDS 2026 opens Sunday. Alnylam siRNA obesity Phase 1.
Read digest →PCAC Day 2: Semax and Epitalon recommended, DSIP rejected. 6 of 7 peptides cleared across two days. Merck licenses monthly HIV pill to Aspen + 6 others.
Read digest →PCAC narrowly votes 8-6 in favor of BPC-157 and KPV; HIMS surges 10-13%; Arrowhead plozasiran Phase 3 win; Day 2 votes Friday.
Read digest →PCAC docket closes tonight, Hims CMO to testify; Novo sues Lilly on GLP-1 ads; Trump 100% generic drug tariff; Samsung Bioepis-IntoCell ADC deal; Lonza strong H1 earnings.
Read digest →Samsung Biologics $1.8B PolyPeptide bid; PCAC 2 days out; Mason-Dixon 52% support poll; Fortune on telehealth peptide market stakes.
Read digest →STAT investigation: LifeMD former employees allege patient safety compromised for GLP-1 volume; PCAC 3 days out; Q2 earnings season opens Aug 4-6 with Merck, Lilly, Novo.
Read digest →Vera TRUTAKNA launch details ($425K/year, 82 reps); Vertex povetacicept PDUFA Nov 30 derisked after Vera and Novartis IgAN approvals; PCAC 4 days out.
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