The Archive

Previous editions of BioBucks

Daily biotech dealflow and market tape

June 2026

18
Thursday: QURE +80% on an FDA U-turn
Biogen shops immunology, Kardigan banks $400M, and biotech tapes over a weak broader close.
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17
Wednesday: Moderna's flu do-over, and the AI-deal machine hums
Moderna faces the FDA panel, Lilly grabs more pain, and Merck writes another AI check.
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16
Tuesday: CRISPR's one-shot moment, Neumora's three-strike out
Intellia rewrites HAE, Spyre stokes TL1A takeout math, and Neumora cuts a third of staff.
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15
Monday: J&J's Talvey posts a 72% myeloma edge
J&J leads on Phase 3 myeloma, Sanofi expands Tzield, and Lilly adds a CLL win as biotech stays bid.
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12
Friday: Novo's pill era expansion; Takeda mugs BMS in broad daylight
Takeda bodies Sotyktu in a head-to-head, Penumbra gets its stroke green light, and Stockholm keeps the EHA data spigot open.
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11
Thursday: Parabilis didn't get the red-tape memo
Hot CPI and an oil-fueled risk-off dragged biotech down with the tape — even a record IPO and a Phase 3 win couldn't keep the screen green.
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10
Wednesday: $10.6B for Nuvalent and a record IPO
GSK reaches for the checkbook, Parabilis breaks the IPO record, and AstraZeneca gatecrashes the GLP-1 party.
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09
Tuesday: Incyte swings $2B at post-Jakafi insurance
Incyte spends $2B dodging its own patent cliff, J&J buys into degraders sight-unseen, AZ's diet pill stays in the race — and biotech somehow still closes red.
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08
Monday: Roche's $700M BTK bet + ADA's obesity firehose
Roche hands Nurix $700M for a BTK degrader, ADA can't stop shipping obesity data, and a chip rout drags the tape to its worst day since October.
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05
Friday: China clears the first CLDN18.2 ADC
First CLDN18.2 ADC into a regulatory queue, Otsuka fights for its Voyxact read, and a new bill takes aim at the China licensing trade.
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04
Thursday: Alnylam bets $2B on RNAi AI
Biotech outpaced a softer tape as Alnylam struck a $2B AI pact, Lilly licensed Ascidian's RNA editing, and Iovance added Australia.
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03
Wednesday: FcRn keeps rolling while biotech taps the brakes
J&J's nipocalimab delivers in SLE, Travere strikes a $1B kidney licensing deal, and Novo exports oral Wegovy.
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02
Tuesday: Roche tees up a November SERD catalyst
Roche lands Priority Review, Abivax’s UC readout gets a safety asterisk, and biotech lags a still-risk-on tape.
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01
Monday: Lilly's $1.2B gut feeling
Ivonescimab flexes on OS, daraxonrasib doubles survival in pancreatic cancer, and Lilly licenses a gut hormone before lunch.
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May 2026

29
Friday: Pfizer reloads oncology with a $10.5B swing
Pfizer inks a 12-asset oncology pact, SHINE wins Europe for Ilumira, and healthcare finally leads the tape.
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28
Thursday: Blackstone's $1.3B cheque, no strings attached
$1.3B for Apogee with zero dilution, a hepatitis B functional cure from GSK, and a faster FDA clock for Sanofi.
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27
Wednesday: Lilly's $3.8B vaccine spree
Lilly buys three vaccine makers for up to $3.8B, EMA's CHMP greenlights four, and Kardigan tests the IPO window.
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26
Tuesday: conference season takes the mic
Lilly posts early Verve data, ASCO names to watch sharpen, and neuromuscular FDA clocks speed up.
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22
Friday: Lilly's Triple Agonist TRIUMPH, Parkinson's setback
Lilly's triple agonist hits Phase 3 in obesity, Biogen and Denali scrap BIIB122, and Retro lands at a $1.8B valuation.
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21
Thursday: Lilly can't stop shopping
BioMarin lands Phase 3 data, Lilly adds delivery tech, and cAMPfield puts up a $180M Series A.
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20
Wednesday: PIPE Dreams & Platform Schemes
Paragon's Mentari hits Nasdaq via reverse merger with $290M PIPE, Relay scores in vascular anomalies and tags a $175M raise, and Regeneron seeds a $2.3B Helicon bet at Parabilis.
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19
Tuesday: Deals stay open as biotech slips
Hansa’s licensing win, private cash, and a softer biotech tape set the tone.
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18
Monday: FDA churn meets biotech drag
Candel adds follow-up ahead of filing, Aardvark hits a hold, and FDA leadership churn clouds the setup.
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17
Biotech BD&L Deal Tracker April 2026 (Complete List: Upfronts, Milestones + Royalties)
Track 2026 biotech/biopharma licensing + partnering deals — upfronts, milestones, royalties, rights/territory, and a one-line “why it matters.”
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15
Friday: Tau lives, Duchenne delivers, Alumis pivots
Diranersen lives, RGX-202 hits with a safety asterisk, and Alumis tees up a strategic review.
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