Biotech Blueprint

Subscribe to Biotech Blueprint for free at biotechblueprint.comIn the latest joint podcast episode by Biotech Blueprint × Biotech Capital Compass, we zoom in on Moderna and where the company stands in 2026. We work through the Q1 earnings beat, the unprecedented FDA refusal-to-file on mRNA-1010, the CMV Phase 3 failure, the Vertex cystic fibrosis wind down, and the individualized neoantigen therapy (INT) program that has moved to the center of the pipeline. The short companion piece below picks up one thread from the conversation, which is the pattern across Moderna’s wins and losses, and what it suggests about where the platform actually works.

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Compounded semaglutide draws FDA scrutiny as Novo Nordisk guides 2026 lower and Eli Lilly leans into a $50 Medicare copay (Jan 30-Feb 5, 2026).Follow Biotech Blueprint at biotechblueprint.com.

FDA pauses two AAV programs, Sanofi reports US vaccine uptake slipping, and CMS widens negotiations to more blockbuster drugs (Jan 23-29, 2026).Subscribe to Biotech Blueprint at biotechblueprint.com.

This Week in Biotech #86. Subscribe to Biotech Blueprint for free at biotechblueprint.com. KEYNOTE-942 durability, plus GSK’s $2.2B RAPT food allergy deal, BMS partners with Janux, Corcept's overall survival win, and Corvus posts Phase 1 eczema data (Jan 16-22, 2026).

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I sat down with NImmune CEO Josep Bassaganya-Riera to talk about omilancor, their gut-restricted oral IBD drug now in Phase 3 clinical trials. We cover LANCL2 biology, their biomarker aimed at boosting response rates, and the TITAN-X platform that helps guide real development decisions. A really interesting look at how you build an oral immunology company in 2025.Follow Biotech Blueprint for free at https://www.biotechblueprint.com/NImmune Biopharma: https://nimmunebio.com/Josep's LinkedIn profile: https://www.linkedin.com/in/josep-bassaganya-riera/ Connect with me on LinkedIn: https://www.linkedin.com/in/katerina-roznik/

Plus Duchenne’s landmark phase 3 win, a survival boost in glioblastoma, motion sickness momentum at Vanda, and ACIP’s newborn vaccine chaos (Nov 21-Dec 4, 2025).Subscribe to Biotech Blueprint for free at biotechblueprint.com.

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Subscribe to Biotech Blueprint for free at biotechblueprint.com. A week of rare regulatory momentum, strategic M&A, and meaningful clinical wins.