Long overdue. A group of House lawmakers from across the political spectrum has agreed on a proposal that would ban members of Congress from trading individual stocks wsj.com/politics/polic… via The Wall Street Journal

Re China, BIOSECURE Act is back in play. Potential Impact on the Biotech Industry: ropesgray.com/en/insights/al… ht Sam Davis $XBI $IBB

Interesting patent cliff analysis (Morgan Stanley). $AMGN and $MRK look the most vulnerable. $AMGN is about to lose >60% of its sales including most of its biologic portfolio (Prolia, Repatha, Tepezza, Evenity etc.). For $MRK it's ~60%, mostly Keytruda.

Woah. FDA Announces Real-Time Release of Complete Response Letters, Posts Previously Unpublished Batch of 89 Ht ⁦Maurice⁩ fda.gov/news-events/pr…

Dan Bonner, Co-Founder & SVP, Platform at Seaport will present at the Neuropsychiatric Drug Development Summit in Boston on 9/11 at 1:30pm to share insights on the discovery & selection of novel lymphatic-targeted prodrug candidates using clinical evidence ter.li/42ap36

the biotech and healthcare industry is completely fumbling the response to RFK and MAHA. the industry and media is engaging in a strategy of total, undifferentiated opposition to the MAHA/RFK agenda. this is not only ineffective, it is counterproductive. RFK is right on a lot of

If we do not collectively stand up against the killing of one person for his speech, then we collectively surrender the right of all people to speak. Charlie Kirk must be the wake up call. The bullet permitted to target the tongue does not pause to consider its words.

Pleased to share the first participant has been dosed in our Ph1 study of GlyphAgo™ (SPT-320). This is our 2nd therapeutic candidate in clinical development & represents an important clinical advancement for patients w/GAD. bit.ly/4meQFl0

Something to talk to your kids about. Also studies like this Feb 25 JAMA Network which looked at 13 M people suggests the population-attributable % of cannabis use disorder associated with schizophrenia tripled (from 3.7% in prelegalization period to 10.3% postlegalization)

The latest data confirms that tariff revenue has become a significant source of U.S. budgetary receipts. The recent monthly collection of $29.5 billion (compared to a previous $7 billion) brings the year-to-date total to $165 billion, a gain of $95 billion relative to last year.

On today’s #BiotechHangout, Chris Garabedian, Tess Cameron, Eric Schmidt, Sam Fazeli, & Brad Loncar cover deals/financing: $LBRX IPO (first since Feb), $TRML acquisition, policy: the latest in China biotech: Washington’s response, deals under scrutiny & stakeholder pushback, plus

🇨🇳 A rumor suggests that $BMY may be poised for a major adjustment in its #China operations. According to the content of a leaked email, BMS has signed an agreement to sell its 60% stake in Shanghai Bristol-Myers Squibb Pharmaceutical Co., Ltd. (SASS), along with several