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In this week’s episode, I break down the biggest stories shaping the biotech and pharma landscape from May 30 to June 7, 2025.
🔬 ASCO 2025 delivered big results in oncology, with AstraZeneca’s camizestrant, Summit’s ivonescimab, and Gilead/Merck’s TROP-2 ADC combo showing major clinical gains.
💰 Strategic dealmaking followed the data, including a $1.5B BioNTech/Bristol Myers deal and Sanofi’s $9.1B Blueprint Medicines acquisition.
💊 Regeneron staked a claim in obesity, pushing beyond GLP-1s with a muscle-sparing antibody combo and a dual agonist licensing deal.
🧬 Gene therapy remains scientifically strong but commercially uncertain-Regenxbio soared in the clinic but dipped on Wall Street.
📈 Markets showed a cautious rebound, with XBI and IBB edging up and Omada Health making a strong IPO debut under ticker OMDA.
We also spotlight clinical standouts from Moderna and more.
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