Archive - Aleth

Moderna adds $50bn on landmark cancer data

Also this week: Trump nominated White House aide Heidi Overton to run the FDA, AstraZeneca won two late-stage lung cancer trials and stopped another…

Aug 21 • Stef Hamill

Oxford Nanopore H1 2026 results

Revenue rose 10.5%, gross margin reached 62.2% and adjusted EBITDA loss more than halved; FY26 guidance includes a one-off $20m licence fee.

Aug 19 • Stef Hamill

Anthropic withholds its most capable 'Model 2'

Also this week: Grok 4.6 brought xAI back to the frontier, AI agents breached Taiwanese government systems, and research showed encrypted reasoning…

Aug 15 • Stef Hamill

US overhauls childhood vaccines

Also this week: FDA proposes user-fee cuts for US trials, Jazz agrees to buy Actio for up to $1.3bn & Sionna drops a cystic fibrosis add-on drug.

Aug 14 • Stef Hamill

Hassabis steps down as DeepMind CEO

Also this week: Google lines up $200bn for Anthropic, UK test recorded 19 unsanctioned model actions & EU AI Act starts biting.

Aug 8 • Stef Hamill

AstraZeneca-BMS deal talks denied

Also this week: Curium Lantheus $8bn deal, Supernus Indivior $7.5bn deal, Four US biotech IPOs and Moderna's (controversial) mRNA flu shot clears the…

Aug 7 • Stef Hamill

Moonshot releases Kimi K3 open weights

Also this week: Anthropic's models breached outside organisations, DeepMind introduces Gemini Robotics 2 & Nvidia in talks to guarantee $250bn OpenAI…

Aug 1 • Stef Hamill

Record half for Biopharma M&A

Also this week: GSK chose Cambridge for its new R&D HQ, Novo's ziltivekimab fails heart trial & J&J offers $5.5bn for talc claims.

Aug 1 • Stef Hamill

July 2026

Burnham abolishes the science department

Also this week: biotech M&A hits new record, Trump threatens 200% tariffs on imported generics & Tempus AI to acquire Personalis for $1.5bn.

Jul 24 • Stef Hamill

February 2026

CagriSema loses vs Zepbound head-to-head

Also this week: Gilead agrees to buy Arcellx for $7.8bn, the FDA proposes a pathway for bespoke genetic medicines & Roche unvelied its $150 human genome…

Feb 27 • Stef Hamill

Grail's Galleri misses its NHS endpoint

Danaher agrees a $9.9bn Masimo deal, an FDA NEJM article points towards one pivotal trial as the approval default, and Bayer proposes a $7.25bn Roundup…

Feb 20 • Stef Hamill

FDA refuses to review Moderna's flu shot

Also this week: Isomorphic Labs “well beyond AlphaFold 3”, ICON accounting probe, Lilly in vivo CAR-T bet & BridgeBio's height-improvement pill meets…

Feb 13 • Stef Hamill

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