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.
Read digest →nference Zepbound frailty study in older adults; LIPFENDRA launch details ($315/month, pharmacy benefit); House China deadline passed; PCAC docket closes Wednesday.
Read digest →House China Committee July 17 deadline arrives today; Merck LIPFENDRA analyst coverage; Novartis Fabhalta traditional approval in IgAN; PCAC 6 days out.
Read digest →FDA approves Merck's oral PCSK9 macrocyclic peptide enlicitide (56-59% LDL reduction, $315/month); Boehringer BI 3034701 triple agonist to Phase 2; House China deadline arrives.
Read digest →AAIC 2026 closes: Lilly Kisunla titration and long-term extension; NewAmsterdam obicetrapib p-tau217 wins; Roche Elecsys pTau217 primary care data; SOTIO SOT109 ADC FDA Fast Track.
Read digest →AAIC 2026 Tuesday: Biogen CELIA full data (primary endpoint miss, tau/cognition wins); LEQEMBI LEADER 17-month real-world data; Lilly P-tau217 blood test; Veru sarcopenic-obesity summit.
Read digest →AAIC 2026 Monday: Vaccinex pepinemab glial biomarker session; Voyager VY1706 75% tau reduction at 6 months; Eisai etalanetug reduces MTBR-tau243; Longeveron laromestrocel data; Pfizer obesity discovery VP.
Read digest →AAIC 2026 opens in London: Denali plenary on BBB delivery, LEQEMBI SC autoinjector data, Voyager tau AAV, Biogen diranersen, Acumen sabirnetug; CNBC employer coverage stuck at 36%.
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