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A loosely defined joint venture ban in Treasury’s draft COINS rule could sharply curtail China biotech deals, experts say.

Artiva is effectively shutting down and cutting almost all staff after two patient deaths in its autoimmune cell therapy trials.

Investors are warming to the post-Makary FDA, but scientists and Big Pharma remain guarded, per Endpoints’ Signal survey. endpoints.news/after-makary...

Thursday: Merck and Moderna’s cancer vaccine cut the risk of melanoma recurrence or death by 42%, yet Moderna’s shares fell. Join us to discuss the results, the reaction and what’s next for cancer vaccines. Register free:

Citing MFN, Novartis CEO Vas Narasimhan says the company could bypass European government payers when launching new drugs.

Novartis says its $12B Avidity buyout remains “absolutely on track” despite a $1.9B impairment on a failed neuromuscular drug.

Zavain Dar, founder and managing partner of Dimension, doesn’t think AI will make medicine cheaper, but that doesn’t mean it won’t make medicine better. Hear Dar’s full “hot take” from Endpoints’ AI Day in New York City: youtu.be/R_F4Ql1vTsY?...

#ESMO26: Beyond its cancer vaccine, Merck brought more than two dozen studies to ESMO as it races to offset Keytruda’s patent cliff.

Lilly’s lead dealmaker Jacob Van Naarden is on an acquisition tear ahead of what could be pharma’s largest patent cliff.

Basel-based Windward Bio filed for a Nasdaq IPO to fund two China-derived assets and in-house R&D.

#ESMO26: Akeso detailed its Phase 3 biliary cancer win for ivonescimab, with survival data drawing comparisons to Keytruda.

BioNTech and DualityBio are weighing next steps for their HER2 ADC after a “modest” Phase 3 win in breast cancer.

Roche is paying Zymeworks $55M upfront for a preclinical T cell engager, marking at least its 15th licensing deal of 2026.

A multiple sclerosis patient has died in a Bristol Myers autoimmune CAR-T trial. The company also says it now knows what caused June’s safety signal in a different CAR-T trial.

Despite rivals’ setbacks in Huntington’s, Alnylam and Regeneron are planning a pivotal trial of their RNA drug after encouraging early data.

🎙️Live at 11:30 a.m. ET: Will Treasury’s proposed rule kill off China biotech deals? @drewsnews.bsky.social and @maxbayer.bsky.social dig into what it means and what happens next. Watch Live on YouTube: www.youtube.com/live/fwgr2Km...

Draft Treasury rules would sharply limit US investments in much of China biotech, likely curtailing deals with Chinese drugmakers.

Moderna and Merck’s cancer vaccine cut the risk of melanoma recurrence or death by 42% in Phase 3, but fell short of investors’ high hopes.

AbbVie scored a Phase 3 win in the painful skin condition hidradenitis suppurativa, with an FDA filing likely next year.

Big new trials from Lilly and Pittsburgh researchers will test whether GLP-1s can quell cravings for alcohol and drugs.

⚡Breaking: Moderna and Merck cancer vaccine data leak

How much evidence should the FDA require for generative AI medical devices? @shelbylivingston.bsky.social breaks down how healthcare and tech companies weighed in.

Next week: Join us virtually as we unpack the key data from #ESMO26 in Madrid, with Merck’s Marjorie Green and OrbiMed’s Tal Zaks on cancer vaccines. Register free to join us: events.endpoints.news/esmo2026/reg...

Exclusive: Georgiamune is selling a preclinical cancer drug to Italy’s Menarini in a deal worth up to $1.1B.

Roche talks up an 88% Phase 3 success rate this year as it unveils another round of pipeline cuts.

Pharma is bracing for tougher Treasury scrutiny of China deals, with draft outbound investment rules expected Thursday.

AI slop, agents everywhere and a biosecurity gap: Andrew Dunn's five takeaways from our third AI Day.

Roivant's Lisraya succeeded in two pivotal trials in a rare eye condition, setting up a 2027 filing.

Drug launch prices are outpacing their worth, with only one of 26 new drugs meeting ICER's value benchmark.

Ahead of its obesity launch, Lilly's retatrutide is creeping closer to market for sleep apnea.

GSK's Hibsago won FDA approval as a potential functional cure for hepatitis B, but a black box warning could limit its appeal.

Biopharma sentiment turned positive for the first time since the post-pandemic downturn, driven by dealmaking, our latest survey found. Read the report: endpoints.news/biopharma-se...

Exclusive: Astellas struck a deal with AI Proteins that could top $400M, betting on the startup’s AI-designed miniproteins.

Our Health Tech Day agenda is out, plus OpenAI’s Nate Gross joins us to talk about the company’s health ambitions. Early bird ends Friday. Reserve your spot: events.endpoints.news/healthtech20...

Antheia won a conditional $80M Defense Department loan to make generic drug ingredients in the US, as Trump pushes onshoring.

Rapport’s oral drug licensed from J&J cleared a Phase 2 bipolar mania study, paving the way for registrational trials next year.

ESMO first look: Zai Lab’s chemo-free combo posted an 80% response rate in small cell lung cancer, as GSK and Merck also detailed wins and setbacks.

It doesn’t really matter what AI makes if there isn’t a proper system to put novel medicines into use, argued KyungHyun Cho, CEO of Ortet, during Endpoints’ AI Day in New York City. Hear the rest of his on-stage “hot take”: www.youtube.com/watch?v=IYW8...

Exclusive: Sanofi tapped ScionxBio to screen its mRNA candidates, the startup’s first deal since splitting from Eleven Therapeutics.

Merck KGaA agreed to buy Silence Therapeutics for $1.3B, adding an siRNA drug headed into Phase 3 for a rare blood cancer.

Veradermics’ oral twist on Rogaine won again in a late-stage trial, meeting all its goals in men with male pattern hair loss.

After an FDA rejection, Disc Medicine’s drug for a rare disease that makes sun exposure painful hit all endpoints in Phase 3.

Roche is going all in on China, paying Hansoh $400M upfront in an ADC alliance worth up to $15B.

Eli Lilly wants to study and improve the psychedelic ibogaine, its neuroscience chief said, following its $2.8B AtaiBeckley deal. endpoints.news/lilly-intere...

City Therapeutics, led by Alnylam alumni, priced a $200M IPO as it sets out to build an Alnylam 2.0 in RNAi. endpoints.news/city-therape...

Osivax’s lead flu vaccine flopped in a Phase 2b trial. The French biotech now plans to combine it with existing flu shots. endpoints.news/osivax-pivot...

OrbiMed raised $3B across two new life sciences funds, including more than $1B for Asia. endpoints.news/orbimed-rais...

Paul Stoffels isn’t giving up on Galapagos’ cell therapies. His new biotech, Armed Cell, has bought the preclinical CAR-T work.

OMass raised $310M, one of the largest private financings for a UK biotech in recent years, to tackle a genetic adrenal disorder.

Gilead is paying Vir $65M upfront in a deal for three T cell engagers aimed at solid tumors.