DealPulse Report July 2026: Vertex Pays 102% as Oncology Cedes the Lead
Every July metric fell except the median and the cash share. Vertex paid a 102% premium for Crinetics and carried a fifth of the month alone.
Athithi Verma
Lilly’s Volume Rose 60%, Its Realized Prices Fell 13%, and the Top of Its EPS Range Came Down
QuickAccess read/Cardio-Metabolic/Peptide Lilly’s Volume Rose 60%, Its Realized Prices Fell 13%, and the Top of Its EPS Range Came Down Athithi Verma· 6 August 2026· 3 min read· Synopulse Eli Lilly reported Q2 2026 revenue of $23.0 billion, up 48%, driven by a 60% increase in volume and partially offset by a 13% decrease in … Read more
Reckitt’s Real Innovation at Mucinex Is the NDA, Not the Twelve Hours
Almost every OTC cold remedy is sold under the monograph system, which confers no protection at all. Reckitt spent a decade filing its way out.
The EPO Revoked BMS’s 480mg Opdivo Patent Because the Trial Behind It Dosed by Weight
BMS claimed a 480mg flat dose. The only clinical example in its filed application dosed by weight. The EPO revoked the patent on added matter.
AstraZeneca Announced Nothing. The Market Charged It $24bn Anyway.
AstraZeneca closed 9% down on an unconfirmed report of Bristol Myers talks. Roughly $24bn gone, on a conversation neither company will admit to.
Pathos Put 6% Down on a Phase III ADC, and Alphamab Kept the Market It Can Actually Reach
Fresenius describes an end to end biopharma business. Dr. Reddy’s developed, made and filed this rituximab. Fresenius is only the channel.
Dr. Reddy’s Developed, Made and Filed the Rituximab. Fresenius Only Sells It.
Fresenius describes an end to end biopharma business. Dr. Reddy’s developed, made and filed this rituximab. Fresenius is only the channel.
The 340B Rebate Pilot Is Back at Under 5.5% of Sales, Rebuilt to Survive the Court That Killed It
HRSA restarted the 340B rebate pilot at under 5.5% of sales, wrapped in 21 pages of answers to the court that vacated the first one.
KKR’s 51.8% Premium for Integer Is Measured From Before the Company Said It Was for Sale
KKR’s 51.8% premium for Integer is struck to the day before Integer said it was for sale. The 28.8% is what a holder actually gained.
Indivior’s Holders Take 56.5% and $1 Billion, Supernus Takes the Name, the CEO and the Building
Indivior holders take 56.5% and a billion in cash. Supernus takes the name, the CEO and the building. Equals describes the board seats only.