Three ASCO readouts, three announcements that claimed more than the data supported — and one question the conference floor has been too busy to ask.
Anthropic paid $400 million for an eight-month-old stealth biotech and opened a wet lab. The argument: one generalist model, trained heavily on biology, can do more for drug discovery than every specialist tool in the stack.
Cell and gene therapy has its first commercial products, its first profitable company, and its first wave of strategic exits. The exits are as informative as the deals.
The EU pharma reform package has a 2028 implementation date. That is not a reason to wait.
For the first time in ASCO's history, China-only data occupies the plenary slot. A hazard ratio of 0.40 in pancreatic cancer. And Lilly moving the obesity ceiling above bariatric surgery. Chicago has a lot to answer for this week.
A drug that has already escaped the market meant to contain it. Two companies building for a future that hasn't arrived yet. This week's long view runs from a Phase III obesity readout all the way to the future of genetic medicine.
The clinical logic is sound, the deal volume is real, and the differentiation question is getting harder to ignore.
Meetings often get a bad rap around the office water cooler or in popular media, be it through Jack Donaghy’s “Four Chairs. Four!” line in 30 Rock or the
Here is a thought experiment: where would we be if the FDA and other regulators did not allow trial flexibility?
You are reading this before anyone outside this room does. That is not a formality. The people who build something should be the first to see it.
