Your fast, high-signal look at everything that moved biotech, medtech, and pharma today. The BioMed Nexus Daily Update delivers the most important regulatory moves, trial readouts, deals, and industry developments in one concise, easy-to-scan report. Updated every weekday morning.
Senate passes Biosecure Act in NDAA sending to President creating immediate new business ban with Chinese CDMOs (WuXi AppTec, BGI) while grandfathering existing contracts until
Kodiak Sciences defies dilution gravity rallying +11.7% to $26.97 after upsizing $160M Phase 3 retina offering at $23/share signaling institutional conviction in late-stage assets, Immunome
GSK secures FDA approval for Exdensur (depemokimab) as first twice-yearly severe asthma biologic cementing respiratory franchise dominance, Aldeyra crashes -15.5% on March 2026 PDUFA delay
Aldeyra reproxalap PDUFA extended to March 16, 2026 on FDA request for Clinical Study Report triggering -12.1% selloff eliminating Tuesday binary catalyst, Immunome varegacestat hits
BioCryst pediatric Orladeyo PDUFA decision today could make it first oral HAE prophylaxis for children 2-11 with ±15% volatility expected, Isomorphic Labs (Google DeepMind spinout)
XBI gaps up 1.8% on cool CPI print (2.7% headline) cementing January Fed rate cut expectations, BioCryst pediatric Orladeyo PDUFA tomorrow could make it first
Pfizer commits $1.9B to YaoPharma oral GLP-1 filling pipeline gap post-danuglipron failure, Syndax validates Revuforj menin inhibitor with 23-26% complete response in KMT2Ar leukemia, Incyte’s
Wave Life Sciences soars 147% on first-in-human INHBE siRNA data showing 9.4% visceral fat reduction with muscle preservation, Structure Therapeutics doubles on oral GLP-1 achieving
SciNeuro secures $53M Series B for CNS pipeline, Capricor analysts initiate at $51-$60 after 371% surge, Intuitive falls 2.1% on Medtronic competition, ImPact achieves 70%
Capricor rockets 371% on Phase 3 DMD cell therapy success, Medtronic breaks Intuitive’s robotics monopoly, Bristol Myers delays Cobenfy yet rallies on relief, and bifurcated
