
ALT WOW! TIME magazine has chosen the recent approval of RASONQUE - Revolution Medicine’s once-daily oral tablets for the treatment of pancreatic cancer patients, as part of its 2026 best inventions list! According to RevMed’s ESMO26 presentation some 67,000 people in the U.S. are diagnosed with pancreatic cancer every year and almost seven out of eight patients die within five years of diagnosis - many within a year!! So far Pancreatic cancer patients had very limited treatment options and typically resorted to chemotherapy and that is exactly why RASONQUE’s approval is a truly historical milestone in humanity’s battle against cancer!

ALT Here is an excellent WSJ chart which wonderfully illustrates the mechanism of action (MOA) of RASONQUE (daraxonrasib) - a groundbreaking treatment for pancreatic cancer. RASONQUE MOA involves locking onto and blocking the active "switched-on" mode of RAS proteins, which are key drivers of tumor growth in most pancreatic cancers. The way RASONQUE works is that it first binds to a normal cellular protein called cyclophilin A. This pairing later creates a two-part unit that targets and locks onto the active “on" state of RAS proteins and by forming this three-part structure, it prevents RAS from passing growth signals down the chain to other proteins, while helping push RAS back into its inactive “off" state.

ALT According to this excellent chart by Stifel 2026 is on track to become the second most active year in BioTech M&A history! The 2026 annualised M&A volume in the BioTech and Pharma ecosystem is currently $241B - second only to 2019 ($328B) and ahead of 2014 and 2025. Another interesting aspect is that while 2019 was driven mainly by two mega mergers of $50B or more (AbbVie / Allergan and BMS / Celgene), in 2026 so far no deal has exceeded $15B. It seems that instead of initiating mega deals, Big Pharma companies - led by Eli Lilly, are replenishing their pipelines via $1–10B acquisitions ahead of an unprecedented $300B patent cliff.

ALT Another sign of $LLY unprecedented dominance in the BioTech and Pharma ecosystem - especially when compared to other Big Pharma companies, can be seen in this excellent Stifel’s chart which shows the huge gap in the number of deals made by Eli Lilly compared to those made by other big Pharma companies. Over the past two years Eli Lilly has made 77 (!) different in-Licensing and acquisition deals with large-cap BioTech companies, while the next in line - Roche - did only 41 deals. This is all part of @DaveARicks strategy to rebuild and to diversify the company’s pipeline and thus to prepare Eli Lilly for the “day after” its blockbuster GLP-1 drugs - Zepbound, Foundayo (orforglipron) and its new rising star Retatrutide.
































