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NEWS & INSIGHTS (incl. Key Themes, Latest Interviews, Recent Reg. Guidance)

• Notable Theme (Commercial): The Jefferies Global Healthcare conference in London has grown rapidly in the past couple of years and is now being talked about as a match for the J.P. Morgan annual healthcare conference, a well-established January fixture in San Francisco that is seen as crystalizing the industry sentiment for the year to come. There was bullishness around increasing activity in M&A, including in the cardiometabolic space, with big pharma execs explaining what they are looking for in potential deals and citing a rise in $5bn+ deals.
• Notable Theme (Research): Alzheimer's disease saw a couple of setbacks in November, with Novo Nordisk's admittedly long-shot Phase III program looking at GLP-1 agonist semaglutide in the indication showing no clear benefits and Johnson & Johnson's anti-tau candidate posdinemab failing to slow cognitive decline in a Phase II trial.
• Notable Theme (Regulatory): Many oncology reviewers have left FDA during the tumult of the Trump administration. Using non-public information, the Pink Sheet documented these exits and noted where these staff went along with key details about how much agency historical knowledge was lost.

EDITORIAL CONTENTS (incl. Podcasts, Webinars)

• Notable Podcast: Decoding Cell Differentiation: How AI Foundation Models Are Reshaping Regenerative Medicine
• Notable Webinar: 2026 Preview Webinar (Jan 22, 2026)
• Notable Webinar: Inside #JPM2026: The Stories Behind the Summit (Feb 5, 2026)

DEALS & FINANCING (incl. M&As, Licensing, Financing)

• Notable M&A: Merck to Acquire Cidara Therapeutics for approx. $9.2B
• Notable Licensing: ABL Bio Pens Grabody Agreement with Eli Lilly totalling $2.6B
• Notable Financing: Braveheart Bio Launches with $185M Series A Round

KEY R&D EVENTS (incl. Top-line Readouts, Analyst Commentary, Approval/CRL)

• Notable Analysis: UroGen Pharma | UGN-103 | Bladder Cancer (Phase 3): “UroGen looks to secure second FDA nod with time-saving formulation UGN-103 in low-grade intermediate-risk NMIBC…”
• Notable Analysis: Novo Nordisk | coramitug | Transthyretin Amyloid Cardiomyopathy (Phase 3): “Despite mixed Phase II results, Novo Nordisk’s coramtiug shows clinically meaningful NT-proBNP reductions in well-treated ATTR-CM population…”
• Notable Analysis: Sydnexis | Ryjunea | Myopic Macular Degeneration (NDA/BLA): “Despite Positive Phase III Results, FDA Issues Complete Response Letter for Sydnexis’ SYD-101…”

RESEARCH REPORTS (incl. Forecast, Thought Leadership, KOL Interview)

• Notable Report: 2026 Scrip Asia 100
• Notable Report: Navigating Reporting Requirements in Asian Markets
• Notable Report: The Complexities of Effective Patient Retention in Clinical Trials
• Notable Report: Artificial Intelligence in Medtech: Navigating Change and Opportunity
• Notable Report: How Pharma Dealmaking Can Reveal Tomorrow’s Therapies
• Notable Report: Obesity and GLP-1 Dealmaking: Strategic Trends and Market Signals
• Notable Report: Gene, Cell, & RNA Therapy Landscape Q3 2025
• Notable Report: Epi & Market Forecast: Acute Lymphoblastic Leukemia (ALL)
• Notable Report: Epi & Market Forecast: Dry Age-Related Macular Degeneration (Dry AMD)
• Notable Report: Epi & Market Forecast: Myasthenia Gravis (MG)
• Notable Report: Epi & Market Forecast: Sjogren's Disease
• Notable Report: Epi & Market Forecast: Spinal Muscular Atrophy
• Notable Report: KOL Interview: Sickle Cell Disease – US/Germany/UK

Note: Require research support on scientific meetings not under below list? Submit your inquiry via Ask the Analyst!