KRAS is mutated in 90% of pancreatic cancers. This drug addresses the 1–2% with the one subtype chemistry has learned to hit.
The brain treats weight loss as a survival threat and pushes back with hunger, cravings and reduced energy expenditure. That is why the drugs work only while taken.
A $1 billion special dividend before closing, funded partly by new debt. The structure says as much about the deal as the strategic fit.
Two compounds that do opposite things to the same protein family. Neither will ever be given to a patient — that is not what they are for.
The market did not applaud. AstraZeneca’s shares fell on the rumour — which tells you what investors think it would be buying.
Three patients, no control group, and the researchers say so plainly. Two of them stopped getting infections for two years.
CPAP works when worn. A once-nightly pill combining a generic ADHD drug with a novel compound is betting that adherence is the real problem.
Running growth genes at extreme rates physically strains the DNA until it breaks. The damage tumours inflict on themselves may be where they are most vulnerable.
Thirty patients, some followed 25 years, 450 blood samples. The ones who progressed were accumulating mutations long before anything showed clinically.
Lilly and Bristol Myers both on the cap table. In a field where the drug decays while you ship it, manufacturing is the moat.
RNA drugs work brilliantly in the liver because the liver takes them up by accident. Everywhere else requires an escort.
Not the drug — the pen. Assembling the injector device is a separate industrial problem, and it has been part of the bottleneck.