Insights

Referenced briefings.

Briefings on AI in healthcare and pharma, grounded in peer-reviewed trials, regulatory data and primary sources. Every claim is cited.

Markets4 November 2026

CVS Health to split into insurer-PBM and pharmacy companies by first half of 2028

Aetna and Caremark stay together while CVS Pharmacy takes 9,000 stores and the Health100 AI business, as Q3 revenue rises 5.4% to $108.4bn.

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Earlier briefings

November 2026

4 NovNHS to test multi-cancer blood tests on 20,000 GP patients in £8.49m randomised trialSTRIDE-RCT will run in at least 200 English practices, using tests that draw on AI to look for several abdominal cancers in one blood sample.Healthcare
4 NovUCB brings Cradle's AI protein design platform into its antibody discovery projectsThe collaboration covers selected projects from hit generation to preclinical readiness, feeding UCB's lab results back into programme-specific models.Pharma
3 NovAstellas takes $285m option on Audax's preclinical IL-12 drug in deal worth up to $1.34bnThe Australian biotech keeps funding DAX-044 into a Phase 1 study due in 2027, with up to $1.05bn in milestones and double-digit royalties on top.Markets
3 NovNHS adds 125 scanners and puts AI acceleration on 54% of compatible MRI machinesServices using the AI software are carrying out 14% more scans on average, and a full rollout by 2029 could add up to 162,000 checks a year.Policy
3 NovNature paper describes Pinal, a 16bn-parameter model designing proteins from textPinal's designs worked in all four tasks tested, and one designed H-protein raised product titre 1.7-fold over the native E. coli version.Pharma
2 NovNature Medicine AI model reads 10 imaging modalities and shows its reasoningEVLF-FM was built on more than 1.3 million samples and scored 0.895 average diagnostic accuracy, ahead of the generalist and specialist models it was tested against.Healthcare
2 NovFresenius takes options on 37 WuXi Biologics biosimilars in record development dealThe fee-for-service pact could lift Fresenius' biosimilar portfolio from 29 molecules to as many as 66, aimed at more than €370bn in originator sales.Markets
2 NovAstraZeneca culls four early cancer drugs, including both prostate assets, in Q3 reviewThe cuts land as AstraZeneca reports 12 positive Phase III readouts this year and 47 approvals in major regions since its Q4 2025 results.Pharma
1 NovBambusa grosses $168.9m in upsized Nasdaq IPO as Aspen prices low and Corxel picks a SPACBambusa upsized to gross $168.9m for its bispecifics while Aspen priced at the bottom of its range to raise $140.6m for a Parkinson's cell therapy.Markets
1 NovLilly's retatrutide beats Ozempic on blood sugar and doubles its weight loss in Phase 3In TRANSCEND-T2D-2, 1,298 adults with type 2 diabetes lost 19.5% to 20.9% of body weight on retatrutide against 9.4% on Ozempic 2 mg.Pharma

October 2026

September 2026

August 2026

May 2026

7 MayFDA clears Artera's AI breast cancer prognosis tool after 1,271-patient validationThe software reads H&E slides plus age, tumour size and nodal status to sort early HR+/HER2- patients into low and high risk groups for distant metastasis.Healthcare