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A week of rare regulatory momentum, strategic M&A, and meaningful clinical wins.
Subscribe to Biotech Blueprint at biotechblueprint.com In today's episode:How an Oxford-born, YC-backed startup is betting that cell-based production will define mRNA’s next decade.
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Pfizer’s courtroom gamble to block Novo Nordisk’s $10B Metsera takeover failed, and Novo immediately fired back with an even higher bid, leaving Pfizer two days to respond before the Nov. 13 vote. Meanwhile, Trump struck landmark pricing deals with Novo and Lilly to bring GLP-1 drugs like Ozempic and Mounjaro to Medicare at $245 a month. Moderna tightened its belt and beat expectations with $1 B in revenue, J&J scored an FDA win for Caplyta in depression, and Viking’s next-gen GLP-1 showed it can actually reverse metabolic syndrome.
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About this episode: mRNA’s next chapter isn’t just flu and COVID. We break down why latent viruses (CMV, EBV, HSV) persist, why T cells matter, and how multi-antigen mRNA vaccines aim to control reactivation. We also cover Moderna’s CMV Phase 3 (mRNA-1647) as a platform stress test and the rise of personalized neoantigen cancer vaccines (V940) that cut melanoma recurrence vs Keytruda alone in Phase 2b and are now in Phase 3. What success here would mean for public health, operations, and the mRNA platform.
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In this special episode, I teamed up again with Hartaj from the Biotech Capital Compass for part one of our mRNA therapeutics mini series. We covered the foundational science behind how RNA became medicine, the decades of bioengineering breakthroughs that made COVID vaccines possible, and what’s coming next in the infectious disease space. From Moderna’s ambitious pipeline targeting everything from flu-COVID combo shots to latent viruses like CMV and EBV, to Moderna’s and BioNTech’s custom cancer vaccines, we mapped out what's actually coming in the next few years.
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In this episode of the Biotech Blueprint podcast, I teamed up with the Biotech Capital Compass to break down Sarepta Therapeutics’ recent safety crisis, and what the FDA’s partial green light means for Elevidys, investor confidence, and the broader AAV field. We dig into the science, regulatory dynamics, and what might come next.
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