Keep pulling the thread on Adam Feuerstein.
BioMarin announced the acquisition of Amicus Therapeutics for approximately $4.8 billion.
Johnson & Johnson acquired Intracellular Therapies for $14.6 billion in 2025.
Novartis acquired Avidity for $12 billion in 2025.
Merck acquired Verona Pharma for $10 billion in 2025.
Pfizer and Novo Nordisk engaged in a bidding war to acquire MetSara, a company developing an obesity drug, with the final deal price exceeding $10 billion.
Adam Feuerstein predicts that the ongoing dysfunction at the FDA could become more visibly impactful in 2026, potentially leading to major operational stumbles.
Eli Lilly became the first healthcare company to reach a $1 trillion market valuation.
Adam Feuerstein predicts that Eli Lilly's oral GLP-1 drug will likely be approved by the FDA in the first quarter of 2026, possibly in March.
The success of Pfizer's future growth strategy is heavily dependent on the clinical and commercial success of the obesity drug pipeline it acquired from MetSara for over $10 billion.
Adam Feuerstein anticipates that the first Phase 3 trial results for the Moderna/Merck mRNA cancer vaccine, which is being studied in lung cancer, could be released in late 2026.
Sarepta Therapeutics experienced three patient deaths in its clinical trials: two in a Duchenne muscular dystrophy (DMD) gene therapy trial and one in a limb-girdle muscular dystrophy trial that used the same vector.
Two of Sarepta Therapeutics' exon-skipping drugs, which had previously received accelerated approval from the FDA, failed to meet their endpoints in required confirmatory clinical trials.