Gilead buys what it tried with Tubulis
A $3.15bn deal follows a December 2024 option agreement.
M&A analysis: Merck and Gilead splash the cash
The groups spend big on Terns and Arcellx.
MAT2A inhibition gets another endorsement
Gilead opting against IDE397 is still good news for Ideaya.
Datroway and Trodelvy's new breast cancer battle
But the Astra/Daiichi ADC stumbles in lung cancer.
Licensing analysis: Takeda saves the day
The Japanese group’s $1.2bn deal with Innovent is by far the biggest of the fourth quarter.
SABCS 2025 – Gilead hasn’t given up on its Ascent
The company leaves the door open for Trodelvy pre-chemo, despite Ascent-07’s failure.
Lorikeet fails to fly for MacroGenics
The company ditches lorigerlimab in prostate cancer.
ESMO 2025 – Datroway and Trodelvy face off in triple-negative breast
Both are heralded as a new first-line standard of care, but Datroway seems to have the edge.
M&A analysis: Genmab bucks the bargain basement trend
The group’s $8bn acquisition of Merus was the standout in the third quarter.
