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.
Read digest →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.
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