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Philip Ross worked on the two biggest M&A deals this year: JNJ/ITCI and Sanofi/Blueprint. This is a great discussion with Matt Gline that is well worth a watch.

In the last two weeks, we've seen an early-stage gene therapy company (Verve) acquired for $1B and a just-clinical stage in-vivo CAR-T company (Capstan) acquired for $2B. A sign that M&A for science is starting to thaw?

I saw Capstan CEO Laura Shawver at SITC in 2023 and she described the company’s approach “as if the Covid-19 vaccine and cell therapy had a baby.”

Have a great 4th of July weekend. God bless America. 🇺🇸 💥🤘

I’m interviewing the CEO of $KALV at their HQ today for BiotechTV. Obviously I’ll try to ask him about the approval background. Let me know if you have any good questions to ask about the treatment, commercialization plans, etc.

Here is KalVista's CEO in his own words on the review commotion, and the company's plans for launch now that it is approved. Also, the clever meaning of the therapy's name..."Ekterly" = "Act Early".

SCOOP: Merck is nearing a roughly $10bn deal to buy lung disease-focused biotech Verona Pharma, the US drugmaker’s biggest acquisition in two years as it expands in respiratory medicine. Deal values Verona at $107 a share, likely to be announced as soon as Wednesday.

With all the excitement about the Verona deal, don’t sleep on $RYTM. One of those instances where a biotech co has been a mega stock success (up to this point) but for whatever reason doesn’t get matching social coverage.

Messi! Enjoying a soccer game with Brad Loncar

Late today, I'm speaking with the CEO of $MLTX for BiotechTV ahead of the important VELA readout that is scheduled for September. Let me know any questions you'd like me to ask.

Merck’s acquisition of Verona is no doubt enormous news for UK life sciences. But it also raises the age-old question of whether companies can create a lasting ecosystem there. Amy Brown breaks it down.

Stifel's Alex Thompson told me that MoonLake's readout is scheduled to be the mostly closely watched of any company he covers. The CEO stopped by BiotechTV today to offer his take on setting the table.