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Acquired Taste: Why Big Pharma Can’t Stop Snacking on Venture‑Backed Biotechs -( $IBB $MRK $OTSKY $NVS $TERN $XBI )

by John F. Heerdink, Jr. April 2, 2026 232Views 0Likes

Big Pharma spent the week shopping again, snapping up a fresh crop of biotech and pharmaceutical names in deals that underscore one message: pipelines are the new gold, and the majors are still happily paying spot prices. From autoimmune bets to allergy…

Merck’s Nearly $6 Billion Terns Buyout Deal Signals Big Pharma’s Next Act in Cancer—and Obesity? -( $MRK $TERN $LLY $NVS $IBB $XBI )

by John F. Heerdink, Jr. March 25, 2026 430Views 0Likes

Merck (MRK) is preparing to spend nearly $6 billion in cash to acquire Terns Pharmaceuticals (TERN), a move that reads like a carefully scripted sequel to its Keytruda blockbuster rather than an impulsive spin-off. The price represents a premium to Terns’ roughly…

New York’s First Severe Mpox Case Arrives – And So Does a New Chapter for Preparedness -( $GOVX $IBB $XBI )

by John F. Heerdink, Jr. March 16, 2026 128Views 0Likes

New York City woke up this week to a headline it doesn’t particularly enjoy: its first documented case of severe mpox, specifically the clade I strain associated with more serious disease and higher mortality. Health officials confirmed that the patient had recently…

Alpha Therapy’s Radiopharma Unicorn Surge -( $AZN $BMY $NVS $IBB $XBI )

by John F. Heerdink, Jr. March 13, 2026 254Views 0Likes

Biotech innovators are pioneering RNA‑optimized fusions for targeted alpha therapies (TATs), positioning themselves as first‑movers in the broader radiopharma market that is exploding with demand for precision cancer killers. Radiopharma Market Momentum Builds Billions The radiopharma sector, blending alpha‑particle precision with smart…

The Billion-Dollar Hangover of Falling Vaccination Rates And Why GeoVax Brought the Coffee -( $GOVX $IBB $XBI )

by John F. Heerdink, Jr. March 9, 2026 193Views 0Likes

GeoVax Labs (NASDAQ: GOVX) sits at the intersection of a public health problem and a balance-sheet opportunity: falling vaccination rates are quietly inflating a future bill that taxpayers, hospitals and employers will all be forced to pay. As policymakers tally the hidden…

Ivonescimab vs Keytruda: The High‑Stakes HARMONi‑3 Interim That Could Flip the Script for Summit Therapeutics -( $MRK $SMMT $IBB $XBI )

by John F. Heerdink, Jr. February 24, 2026 301Views 0Likes

Summit Therapeutics’ (SMMT) latest tweak to its clinical playbook has turned what was already one of biotech’s higher‑stakes stories into something closer to appointment viewing for Wall Street. A Phase 3 Trial Adds a Plot Twist Summit now plans an interim progression‑free…

GeoVax Expands Gedeptin Strategy: Riding Merck’s Keytruda Wave in a $200 Billion IO Market -( $GOVX $MRK $IBB $XBI )

by John F. Heerdink, Jr. February 18, 2026 392Views 0Likes

GeoVax’s (NASDAQ: GOVX) latest move to lock down combination rights for its Gedeptin cancer platform reads less like a routine licensing notice and more like an oncology strategy upgrade—complete with optionality, IP leverage, and a quietly ambitious grab for front-line real estate…

Inside Biopharma’s 2025 Deal Wave: Record Licensing, Big Pharma M&A and a Frozen IPO Market -( $JPM $IBB $XBI $LLY $MRK $NVS $PFE )

by John F. Heerdink, Jr. January 21, 2026 243Views 0Likes

Biopharma spent 2025 behaving like a sector that has finally read the fine print on the cost of capital—and decided to let someone else pick up the bar tab. Licensing and M&A stepped into the role IPOs used to play, and did…

GeoVax Brings Its Differentiated Biotech Platform to Center Stage at J.P. Morgan Healthcare Week – Jan. 12-15 – ( $GOVX $MRK $IBB $XBI #JPM2026 )

by Vista Partners LLC January 6, 2026 159Views 0Likes

GeoVax Labs (NASDAQ: GOVX) is heading into the 44th Annual J.P. Morgan Healthcare Conference week ("JPM2026") in San Francisco, CA Jan. 12-15 with the kind of narrative biotech investors typically like to hear: a differentiated platform, large funded trials lining up, and…

Radiopharmaceutical Gold Rush: Why Wall Street Is Finally Paying Attention to Nuclear Medicine -( $BMY $NVS $TLX )

by Vista Partners LLC December 23, 2025 570Views 0Likes

Radiopharmaceuticals are quietly becoming the part of oncology that no longer sits in the hospital basement—capital, M&A desks, and regulators have all joined the tour. For investors, the space now looks less like a scientific hobby and more like a pipeline strategy…

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