Pharmaceuticals

Up to half the world's experimental drugs now start in China, say Bloomberg reporters

8 insights: Why Merck's next cornerstone cancer drug was discovered in China, what the 2015 rule change did to generics, and the worry US pharma is…

3 hrs ago • The Scuttlebutt

Bloomberg reporters: 16% of pharma licensing deals involved China in 2022, now half

12 insights: The Merck cancer drug that came out of Sichuan, what the 2015 regulatory overhaul did, and why Washington cannot agree on whether to stop…

Sep 16 • The Scuttlebutt

Morgan Stanley's M&A co-head: 8.5 months of 2026 already match all of 2025 on deal value

4 arguments: Why patent cliffs are doing the buying in pharma, what a 5% 10-year has and has not changed, and which buyers are feeling the cost of debt…

Sep 16 • The Scuttlebutt

Thermo Fisher CEO: AI means drug companies run more experiments, not fewer

4 arguments: Why killing bad medicines faster raises research spending, what 4% growth in the second half rests on, and his answer on a share price that…

Sep 16 • The Scuttlebutt

AppLovin: 900 employees, 85% margins, and a growth story that could break

11 takeaways: The drug-royalty company whose reported revenue is the wrong number, why one Vertex drug is a quarter of its cash, and the ad-tech…

Sep 2 • The Scuttlebutt

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