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Incubate’s John Stanford on why MFN reduces pharma’s appetite for biotech acquisitions — and why that cedes ground to China.

FDA’s conditional approval of Jemperli (dostarlimab-gxly) rests on a single-arm phase 2 trial, with independent-review data still maturing.

Merck KGaA, Darmstadt, Germany, acquires Silence Therapeutics for $1.3 billion, Hansoh Pharma and Roche expand their ADC partnership in a deal worth over $15 billion, and an EMA panel backs Lilly’s Foundayo for obesity and type 2 diabetes in Europe.

Merck KGaA, Darmstadt, Germany, agrees to acquire Silence Therapeutics for roughly $1.3 billion, gaining a siRNA asset, divesiran.

Hansoh Pharma enters a collaboration and license agreement with Roche covering a broad portfolio of antibody-drug conjugate programs.

Foundayo’s EU backing, Enspryng for TED, Gilead’s masked TCE deal, FDA’s rare disease reset, and Bausch + Lomb’s new interim CEO — explained.

Incubate’s John Stanford on why MFN deals are voluntary in name only — and why the leverage looks a lot like the IRA’s 95% excise tax.

Lilly’s Foundayo receives a positive CHMP opinion for obesity and type 2 diabetes — putting the oral GLP-1 pill on course for EU approval.

The interleukin-6 receptor inhibitor gains a second indication, though one of two phase 3 trials missed its primary endpoint.

Why “we’re safe” is the most dangerous assumption in medical benefit commercialization.

Fox Rothschild's Mark Wagner on why drug shortages are so hard to fix — from the definition gap to API dependency to three-year site approvals.

Incubate’s John Stanford on why MFN hits mid-sized pharma harder — fewer products to absorb margin hits and less access to cheap capital.

AstraZeneca will pay insitro $40 million upfront to apply AI to target discovery in MASH and cardiomyopathies, with no candidates named yet.

AI does not end uncertainty in pharma strategy. Its value depends on how well leaders blend it with experience and evidence while keeping judgment human.

Fox Rothschild's Marc Wagner on why domestic manufacturing reduces drug shortage risk — and why FDA inspection efficiency is as important as supply chain resilience.

MERGE's Pat McGloin on why pharma AI fails when strategy follows technology — and why the brilliant basics still have to come first.

FDA is launching the Rare Disease Framework Initiative, aiming to tailor drug development and review requirements to the realities of small patient populations.

Gilead and Vir Biotechnology strike a $1.87 billion T-cell engager collaboration, and Fox Rothschild’s Marc Wagner examines what slows manufacturers’ response to rising drug demand and how compounding pharmacies help fill the resulting gaps.

Gilead and Vir Biotechnology Enter a $1.87 billion collaboration to discover three PRO-XTEN dual-masked T-cell engagers aimed at solid tumors.

Fox Rothschild's Marc Wagner on how 503A pharmacies and 503B outsourcing facilities fill drug supply gaps — from COVID injectables to GLP-1s.

Experts warn prediction markets are exposing gaps in pharma vendor confidentiality agreements, Roche licenses Rona Therapeutics’ obesity RNAi candidate while Pfizer partners with Enodia Therapeutics on Sec61 inhibitors, and PaxSafe’s Mark Talens makes the case for acting on imperfect supply chain data.

Roche licenses Rona Therapeutics’ ALK7-targeting RNAi candidate for obesity, while Pfizer partners with Enodia Therapeutics on Sec61 inhibitor discovery.

As CROs, labs, and other outside partners gain early access to trial and FDA data that sponsor employees have, experts say closing the gap starts with rewriting confidentiality language.

Fox Rothschild's Marc Wagner on why scaling drug production is so slow — overseas API sourcing, supplier qualification, and FDA site approvals that take years.

PaxSafe's Mark Talens on why pharma supply chain AI fails before it starts — and the data foundry framework that changes that.

Thomas Appio has been named interim CEO of Bausch + Lomb, a move coinciding with an expected upward revision to the company’s full-year guidance.

A conversation with Geoffrey T. Sanzenbacher, a research fellow at the Center for Retirement Research.

Waiting for perfect data before deploying AI is a trap — and why 60-70% accuracy is often good enough to start.