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Three days, three signals: What some of the recent pharma deals and earnings reveal about 2026 strategy
February 26, 2026 Off

Three days, three signals: What some of the recent pharma deals and earnings reveal about 2026 strategy

By Dino Mustafić

A wave of oncology M&A, targeted mid-cap acquisitions, and cautious earnings guidance suggests pharma is entering a new capital discipline cycle. Here’s what investors should watch.

Hikma reports revenue rowth, but stock falls on cautious forecast, amid leadership changes

Hikma reports revenue rowth, but stock falls on cautious forecast, amid leadership changes

February 26, 2026 Off

Gilead Sciences buys Arcellx for $7.8B, doubling down on CAR-T oncology strategy

February 26, 2026 Off

USA

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GSK purchases 35Pharma for $950M to expand into pulmonary hypertension
February 26, 2026 Off

GSK purchases 35Pharma for $950M to expand into pulmonary hypertension

By Dino Mustafić

GlaxoSmithKline has entered into an agreement to acquire Canadian clinical-stage biotech 35Pharma Inc. for $950 million in cash, expanding its respiratory and cardiovascular pipeline, according to regulatory filings and the...

BMS, Bain Capital create new company to focus on therapies for autoimmune diseases

BMS, Bain Capital create new company to focus on therapies for autoimmune diseases

July 29, 2025 Off
Moderna reports full-year revenues of $3.2 billion, down from $6.8 in 2023 as Covid-19 vax sales drops

Moderna reports full-year revenues of $3.2 billion, down from $6.8 in 2023 as Covid-19 vax sales drops

February 14, 2025 Off

My Pharmaceutical

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AI and job cuts: What the block layoffs signal for pharma and beyond
February 27, 2026 0

AI and job cuts: What the block layoffs signal for pharma and beyond

By Dino Mustafić

In the past few months, the corporate world has seen a surge in workforce reductions that are explicitly tied to artificial intelligence (AI) and automation — not just general cost-cutting. The biggest recent example comes from fintech firm Block Inc.,...

February 26, 2026 Off

The ADC arms race: payload power vs targeting precision

By Dino Mustafić

Over the past decade, antibody-drug conjugates (ADCs) have emerged as a high-impact class of cancer therapies, blending the selectivity of...

February 25, 2026 Off

Bispecific ADCs: are dual-target ‘AND-Gate’ designs the future of tumour selectivity?

By Dino Mustafić

Antibody-drug conjugates (ADCs) continue to evolve as one of the most promising approaches in targeted cancer therapy, yet the fundamental...




AI and job cuts: What the block layoffs signal for pharma and beyond
February 27, 2026 0

AI and job cuts: What the block layoffs signal for pharma and beyond

By Dino Mustafić

In the past few months, the corporate world has seen a surge in workforce reductions that are explicitly tied to artificial intelligence (AI) and automation — not just general cost-cutting. The biggest recent example comes from fintech firm Block Inc., which announced plans to cut over 4,000 jobs — roughly 40 % of its workforce — as AI tools reshape how it builds and runs its business, according to multiple news reports. What about pharma?

February 26, 2026 Off

The ADC arms race: payload power vs targeting precision

By Dino Mustafić

Over the past decade, antibody-drug conjugates (ADCs) have emerged as a high-impact class of cancer therapies, blending the selectivity of antibodies with the potency of cytotoxic payloads. But as the modality matures, a structural tension is becoming clear: should innovation focus on chemical escalation of payloads and linkers, or on biological precision of target engagement?