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BioBucks

Daily biotech dealflow + market tape in 5 minutes — for VC, BD&L, and public biotech investors.


Newsletter

Thursday: Tyra's 64% misses the bar; Encoded banks $275M

Sep 10, 2026

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5 min read

Thursday: Tyra's 64% misses the bar; Encoded banks $275M

Bayer takes first-line HER2 lung, Solstice debuts big, and WCLC is two days out.

Newsletter

Wednesday: Amgen wins in lung cancer, drops 10% anyway

Sep 9, 2026

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5 min read

Wednesday: Amgen wins in lung cancer, drops 10% anyway

A survival win, a 10% drawdown, and an oral HAE drug at 83%.

Newsletter

Tuesday: Novartis drops 10% on its 2nd Phase 3 flop

Sep 8, 2026

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4 min read

Tuesday: Novartis drops 10% on its 2nd Phase 3 flop

Novo scraps two more ziltivekimab trials, and FDA approves a drug off a blood test.

Newsletter

Friday: Ionis lands a first, GSK pays $110M for a pre-IND molecule

Sep 4, 2026

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5 min read

Friday: Ionis lands a first, GSK pays $110M for a pre-IND molecule

An ultra-rare approval, a 74% response rate, and a licence signed before Phase 1.

Newsletter

Thursday: Ultragenyx drops 44% after the bell

Sep 3, 2026

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4 min read

Thursday: Ultragenyx drops 44% after the bell

A clean Phase 3 miss, an FDA warning shot, and $3.22B for a better needle.

Newsletter

Tuesday: 3 deaths freeze CAR-T, 9 more names sign MFN

Sep 1, 2026

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4 min read

Tuesday: 3 deaths freeze CAR-T, 9 more names sign MFN

Class-wide safety scare, a 26-name pricing club, and ARCH goes shopping for $3B.

Newsletter

Monday: Lilly drops $2.9B on Merida as Wainua stumbles in Munich

Aug 31, 2026

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4 min read

Monday: Lilly drops $2.9B on Merida as Wainua stumbles in Munich

ESC hands out a split verdict; Takeda's $275M cheque clears on the way.

Newsletter

Friday: Roivant's first, Gilead's third, Genentech's $45M

Aug 28, 2026

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4 min read

Friday: Roivant's first, Gilead's third, Genentech's $45M

Roivant finally has something to sell, and Genentech pays up for the payload after next.

Newsletter

Thursday: FDA clears Revolution Medicines' Rasonque 6.5 months early

Aug 27, 2026

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4 min read

Thursday: FDA clears Revolution Medicines' Rasonque 6.5 months early

Revolution's review clock ran fast, Biohaven's ran out of patience at $795M.

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