Ep. 389 - IgA nephropathy, Overton hearing, reverse mergers' new look

PIPE-backed reverse mergers and a crowded IgA nephropathy pipeline signal biotech capital and R&D are rotating toward certainty and validated targets.

• IgA nephropathy pipeline surges: Seven global drug approvals in five years across three mechanism classes (kidney-protective, complement inhibitors, APRIL/BAFF and CD38 inhibitors), with Climb Bio, Jade Biosciences, Boulevard, Vertex (FDA review pending), Takeda and Biogen advancing next-gen options targeting longer dosing intervals.
• Overton's hearing signals FDA continuity: FDA commissioner nominee Heidi Overton told the HELP Committee Trump wants her to 'go fast,' called the measles vaccine safe and effective, and said all FDA-approved products should be respected—unlike predecessor Marty McCary.

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