# Biotech Patent Cliff & M&A - Week of May 30, 2026

> Biotech patent cliff and M&A podcast briefing for the week ending May 30, 2026. Lilly deployed ~$18.6B in early-stage M&A in 30 days, Merck's pre-ASCO Keytruda combo cut PFS/death risk 65%, and the XBI/IBB divergence is signaling a buy-side bet on takeout premiums.


## The Biotech Patent Cliff & M&A

### Week of May 30, 2026

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**Subject line:** Lilly Spends $18B. The Cliff Is Real.

## TL;DR

- **Lilly just deployed ~$18.6B in early-stage M&A in 30 days**: vaccines (~$3.8B), Centessa orexin (~$7.8B), Colonia oncology (~$7B). This is the firepower-meets-cliff thesis playing out in real time, and it is being financed by GLP-1 cash flow, not equity, not stress-leverage.
- **Merck's pre-ASCO Keytruda combo cut PFS/death risk 65%** in first-line advanced lung, exactly the kind of "extend the franchise into the cliff" data the bulls need MRK to keep producing. Mizuho's biotech specialist on Fast Money called it the reason "Merck is a buy here."
- **The takeout signal is in the ETF tape.** XBI is now beating IBB on what Santoli described as "big pharma desperation." Vertex, Gilead, and AbbVie were silent this week, that absence is itself the story for VRTX/GILD/ABBV holders waiting for capital allocation news.

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## What's new

**1) Lilly's $18.6B early-stage shopping spree.** Ann Berry on *Brew Markets* totalled it cleanly: vaccine trio (~$3.8B), Centessa (~$7.8B in sleep/orexin), Colonia (~$7B in oncology), plus the smaller Verve and Engage Bio bolt-ons. The strategy, in her words, is "acquiring medicines in early stage development rather than pay for existing blockbusters." Madison Muller at Bloomberg Intelligence called the vaccine push Lilly's "first real foray" into the category, and flagged the *political* asymmetry: buying vaccines under an HHS run by RFK Jr. is contrarian by definition. Translation for the patent-cliff thesis: the biggest buyer in pharma is openly choosing pipeline optionality over de-risked blockbusters. That's the template every cliff-exposed acquirer will be pressured to match. [Brew Markets, May 26, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOj9pWtY-2BWi8FSZ2Ov5t7hvUf4WUTfvbTxxIpWwXtFGSq5vgJQDZ3JGYgdG2ojZR-2FAFFWZgwlXd-2Fj6xS7uju82bZFWYpMgTbu-2BHRhQWiqLuAXg-3D-3D8L5E_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0YQ6f3KlXdd3Lrll-2B5PkL6VUBaMSgDBD9uU-2FVLFVIPJss8eI9WeQ1L8hgHELZymxTZDUu7un1LXnLqMp5pF3-2FRjFvxCCm7N400wyaJewLheMzok7hufFIqemBLTzHIpiCQ-3D-3D); [Bloomberg Intelligence, May 26, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhuGbmkjoEfz1h-2B-2F3S-2B8zIaM1qnhVtpaRe-2FRrQfTbRiANCB66dv8lM8z-2BI48Mdv73DJSKQgeTwEmtImx1UrfC3b17biBIoaDykI1I3rjMrohw-3D-3DF_-P_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0ZQpIzMUWVOuetebpQRNfZasRm5svoVPmVgBlcGiC16q2HtgwPmFg-2BL98abQ49gv7TRCCpSvtHlNNzaMcA-2BgH2segxicsEAHQqf6aWyeuXO8rW3qOvWE0mQzZyRacSufhQ-3D-3D)

**2) Peter Marks runs Lilly's vaccine unit.** The former FDA CBER director, who resigned over RFK Jr.'s vaccine politics, now heads all three acquired vaccine targets. BioSpace's Annalee Armstrong called it "a really powerful endorsement of vaccines" precisely *because* Sanofi, Merck, and GSK are all reporting "material" vaccine sales declines. Read this as a regulatory-capital signal: Lilly is betting the political cycle on vaccines reverses, and that the cheapest entry point is now, while Shingrix and Gardasil franchises wobble. [BioSpace, May 27, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOg9DNdukIxhihLYAB-2FuX2-2BgttGeQG7xiAm-2FYYVDvIba801qsU6PHUM8CDS4xJwaquryunOqRkGV5RbOdbwXt5jS6mO1nKWbEYfvO8KCQaL-2BTw-3D-3Dncxf_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0ReFl65bLxhwmTx3brS3u-2Bb7k2U2aG9V68J0K4pw0pioFxDbg3rT7ltc3oJmG-2Fi29ISRwBDkL7hGL3hw7s8-2BBv-2FfqYEy1U6EaZ-2BBJUfTkHK-2BpbV56uz5HPqxnQIn9ovM6w-3D-3D)

**3) Merck's Keytruda combo: 65% PFS/death risk reduction first-line lung.** Pre-ASCO data on a Phase 3 targeted-drug + Keytruda combo. Mizuho healthcare specialist Jared Holtz on CNBC's *Fast Money* explicitly framed it as patent-cliff mitigation; Steve Grasso said "Merck is a buy here" on the back of it, and noted Merck has quietly been "doing [string-of-pearls M&A] better than most." This is the Keytruda IV-to-subcutaneous-and-combinations defense the bulls have been pricing, first real proof point of 2026. [CNBC's Fast Money, May 21, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiH69iYnQIkSXexQ8-2FH6PDSvov9OPkLXvohAxrDOOAGjm7tPAbI0ZhSnSl1ALkitXQmBpAoqjtoD9-2F8lm5X00M1jHTHexO69Al5gNDFulCxbA-3D-3D_GLc_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0SaSsTwXc5o4S6NaIbWpCq7-2B997Yh0alCIufCAuDWduLLAy7W-2BLXoe9QwCLRjH-2Fj-2Bb-2BljQDfXBau35cdTf2ovZjhVMWAUDlHz7mLzLY0pCHrEYGg984kvjPFkWTm6Q1Z-2Fg-3D-3D)

**4) The "Keytruda killer" stumbles outside China.** Summit Therapeutics' ivonescimab Harmony 6 data at ASCO is the test, and Holtz's read is that the global trials are showing "less stellar PFS" than the China trials, and that Merck's own combo data is "maybe a small negative for Summit." For a $20B+ market cap company on a single-asset thesis, this is the catalyst that decides whether Summit is a takeout or a value trap. [CNBC's Fast Money, May 21, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiH69iYnQIkSXexQ8-2FH6PDSvov9OPkLXvohAxrDOOAGjm7tPAbI0ZhSnSl1ALkitXQmBpAoqjtoD9-2F8lm5X00M1jHTHexO69Al5gNDFulCxbA-3D-3Dc4-m_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0fM3hSL9MjyjCOS-2BojYF89R3mEgyPc5Bxoe8DRu-2FRpwxqA5mL57IAHlBdscWo8pfqG0tuUbxj2agCbqnG01OUNdzTtAVHHSeGYBfbKcoz77Py9HFJbs8oTDxpSweNC6aWg-3D-3D)

**5) The ETF tape is screaming "deals."** Mike Santoli on *Closing Bell*, on the XBI/IBB divergence:

> "XBI, those are the targets, those are potential targets for sure... it's sort of a play on big pharma desperation in a way. To some degree, they are the beneficiaries of it."

Grasso went further: "The market is sort of moving away from the GLP story... go with small cap biotech over the names you all know." Translation: the buy side is now positioning for an M&A premium rather than for organic large-cap pharma earnings. [Closing Bell, May 26, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhanrpUNouSejkR708u2wAZ6SESsySulzHEllymF9Xv17wH5V2in6aBNtwf5hIkr3DVBrEYYmLIlcrhM8T7kjjS7vbKf4fhmTDfGvaXo58ORA-3D-3DB78g_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0dDnnzxk75scpGiMN0ADDEMeY8-2BlOcG9Tb4SDO7O6PvAgZHjxx0YC30oxl5eqRTPN39yrYd2JXUCacMef0mvS7GNfY2MBBZMNZJ0tXlmC259DkTlKbdFFt8iWyIXFhQhkg-3D-3D); [CNBC's Fast Money, May 21, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiH69iYnQIkSXexQ8-2FH6PDSvov9OPkLXvohAxrDOOAGjm7tPAbI0ZhSnSl1ALkitXQmBpAoqjtoD9-2F8lm5X00M1jHTHexO69Al5gNDFulCxbA-3D-3DNagt_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0RQutTOUkf1y05cTiuR61jrvqSaSMsmUDzkFS6qLjUkZP3ryTTkKSoalfu3rX2iB8xSGljwhfN0-2Byi0isavYtHYcx-2BIiq9iYnr2-2FQlo9obhEvXIFDPWjVG1Y6Uiitvc2nQ-3D-3D)

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## The debate

**Bulls (the multi-year supercycle):** Lilly's $18.6B in 30 days is the proof of concept. The IRA's pill penalty pushes everyone toward biologics and orphan-population assets, which conveniently matches what the SMID-cap pipeline holds. FTC's biopharma scrutiny is real but bounded, bolt-ons under $10B and CVR-laden structures have not been blocked. Merck has Keytruda LOE in 2028, BMS has Eliquis, J&J is bleeding Stelara to biosimilars, none of these companies can sit still. Expect 2-3 more $5B+ deals before YE 2026, and XBI rerates on multiple expansion before it rerates on fundamentals.

**Bears (cliff erodes faster than M&A closes the gap):** Lilly is the *exception*, not the template, they have GLP-1 cash flow nobody else has. MRK, PFE, BMY are constrained by leverage (PFE in particular post-Seagen) and ratings agencies are watching. Holtz's measured tone on retatrutide ("we were expecting 25-30%, wasn't shocked") is the read-through: even the franchise asset isn't beating expectations cleanly. FTC under a different administration is still slow-walking biopharma reviews. Target valuations are already pricing in takeout premiums (look at Summit, Madrigal, Viking), the buyers will walk before paying through.

**My take:** the debate isn't supercycle vs no supercycle. It's *whether the supercycle pays the SMID holder or the LBO-style structured-deal arbitrageur*. CVRs are quietly becoming the dominant structure, and CVRs transfer pipeline risk back to the seller. Watch the CVR percentage of headline deal value, that's the real signal of buyer discipline.

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## Stocks in play

| Ticker | Bull case | Bear case | Next catalyst / number |
| --- | --- | --- | --- |
| **MRK** | Keytruda combo 65% PFS reduction extends the franchise into LOE; string-of-pearls track record per Grasso | Keytruda is still ~45% of revenue; ivonescimab tail risk; no breakthrough in obesity | ASCO 2026 final lung cancer OS data; subq Keytruda approval timing |
| **LLY** | $18.6B in 30 days = template for the cycle; orexin/Centessa is the next leg of obesity | Stock "barely budged YTD" per Bloomberg; sentiment is "watching and waiting"; valuation stretched | Retatrutide ADA data mid-2026; Foundayo oral GLP-1 launch tracking |
| **PFE** | Most cliff-exposed (Eliquis 2028), so most pressure to do a deal | Balance sheet still digesting Seagen; zero podcast mentions this week is its own signal | BD announcement; Q2 FY2026 capital allocation update |
| **BMY** | Eliquis LOE forces action; Anthropic AI partnership signals operational urgency | No M&A signal on the tape; Grasso noted +10% performance but no thesis change | Eliquis erosion print Q3 2026; immunology BD |
| **JNJ** | Stelara biosimilar erosion is a 2026-27 story, balance sheet best-in-class | "Up 10%" mention only, zero strategic update this week | Innovative Medicine guide-down or capital allocation event |
| **VRTX** | Casgevy ramp + non-opioid pain franchise; cash to deploy | **Silent on the podcast tape this week**, no narrative momentum | Suzetrigine launch tracking; pipeline BD |
| **GILD** | Trodelvy + HIV cash flow; oncology BD overdue | **Also silent this week**, the absence is the story | Q2 oncology pipeline update; Arcus partnership math |
| **ABBV** | Skyrizi/Rinvoq ramp offsetting Humira; immunology BD optionality | **Also silent**, post-Humira pipeline credibility still owed | Immunology Phase 3 reads H2 2026 |
| **SMMT** | Ivonescimab plenary, partnered with Pfizer ex-China | "Less stellar PFS" outside China; Merck combo is a "small negative" | Harmony 6 OS at ASCO, the single biggest binary in SMID biotech this quarter |
| **RVMD** | "Number one holding in XBI," +93% YTD per Grasso; pancreatic plenary | ~30% serious AE rate, "vast majority" with rash, tolerability is the watch-item | RMC-6236 ASCO plenary OS data |

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## Read-throughs

- **Likely SMID targets:** Centessa (orexin) just sold for ~$7.8B, that re-prices every preclinical/Phase 1 obesity-adjacent asset upward. Crinetics, Structure, Viking, Roivant all benefit from comp creep, whether or not they get a bid.
- **Biosimilar makers:** Sanofi/GSK/Merck "material" vaccine declines + Stelara erosion at JNJ = biosimilar share-take is accelerating faster than consensus models. Sandoz, Coherus, Celltrion read positively; the LOE-exposed branded names worse.
- **XBI sentiment:** Santoli's framing matters because it's now consensus tape commentary, not contrarian, the bid-for-targets premium is being institutionalized into the ETF. Expect XBI inflows to pick up if a second cliff-exposed buyer matches Lilly's pace.
- **Bankers & CROs:** Lilly's pace alone is fee bonanza for the GS/JPM/Centerview axis. CROs (IQV, MEDP) benefit from preclinical-asset acquisition surge, every Centessa-style deal funds 2-3 new Phase 1/2 programs.

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## What changed vs last week

This is issue #1, so there is no last week to compare to. Establishing the baseline: **the supercycle thesis is on**, Lilly is the prime mover, Merck is the cliff-exposed bellwether to watch, and the silence from Vertex/Gilead/AbbVie is itself a tradeable signal. Next week we'll be watching ASCO plenary OS reads (RVMD, SMMT, MRK) and any rumor of a second cliff-exposed acquirer matching Lilly's cadence.

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## Sources

- [BioSpace, "Lilly wheels and deals, Moderna gets boost on hantavirus scare, ASCO excitement builds," May 27, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOg9DNdukIxhihLYAB-2FuX2-2BgttGeQG7xiAm-2FYYVDvIba801qsU6PHUM8CDS4xJwaquryunOqRkGV5RbOdbwXt5jS6mO1nKWbEYfvO8KCQaL-2BTw-3D-3Dp0N1_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0b13QFbSN7QYuomZGrjvXRbUzYK4vIfq7NLMbY76-2F5l67K8-2FmE-2FZLc8kT-2B9XAlCzrDjFZUupPRXigCYQD83BQXymcYCbwp-2Bhxug-2F2ve6-2BmZ-2BgImJtcw8C6FXemJjL77PIQ-3D-3D)
- [Bloomberg Intelligence, "Lilly to Buy Three Vaccine Developers for Up to $3.8 Billion," May 26, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhuGbmkjoEfz1h-2B-2F3S-2B8zIaM1qnhVtpaRe-2FRrQfTbRiANCB66dv8lM8z-2BI48Mdv73DJSKQgeTwEmtImx1UrfC3b17biBIoaDykI1I3rjMrohw-3D-3DssFh_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0YyXxxx-2F-2FM2QdCcQtgMu-2F-2F5Nx0W4xPT6I0jHs5otVG2bga3jXGUN6OgJKjsq9ebsxRaLErtdpt30rQLn96wbG9kU3Rq9A33RWB37fMon8y1nxhzGpm6U-2FKVBcrjzFGlOFg-3D-3D)
- [Brew Markets, "Are Markets Ignoring the Economy? & Eli Lilly Moves Beyond GLP-1s," May 26, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOj9pWtY-2BWi8FSZ2Ov5t7hvUf4WUTfvbTxxIpWwXtFGSq5vgJQDZ3JGYgdG2ojZR-2FAFFWZgwlXd-2Fj6xS7uju82bZFWYpMgTbu-2BHRhQWiqLuAXg-3D-3Du3Eo_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0dL9Bw3oVS46eOg-2BmkJyAvwdcy5M5h3weQRLM-2BDCFi1EK72xJlhnG-2FrGC1d7PBbiit1fAOuIqKPRWLPDz7JSeX35CXGyijIjfp2OERz5gxpdmNQmgTBpmu02D0ESohAksw-3D-3D)
- [Closing Bell, "Closing Bell Overtime: Micron, Chips Mania Rolls On," May 26, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOhanrpUNouSejkR708u2wAZ6SESsySulzHEllymF9Xv17wH5V2in6aBNtwf5hIkr3DVBrEYYmLIlcrhM8T7kjjS7vbKf4fhmTDfGvaXo58ORA-3D-3D8BNs_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0Xe6iF5Vcw7u0dheA2fV9pwwPOWOBcG-2BVbBJIgmw8D0ICU-2BTX36tqmSgeW5NT5VgXl407dY-2FOsLtA6V5ZOcBsDochAkHf1U-2FQxFhyDyzjGXws9-2Fp64b6cUGIl-2BMgwrTZUg-3D-3D)
- [CNBC's Fast Money, "Walmart's Consumer Warning… And Eli Lilly's Latest Tip Of The Scales," May 21, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiH69iYnQIkSXexQ8-2FH6PDSvov9OPkLXvohAxrDOOAGjm7tPAbI0ZhSnSl1ALkitXQmBpAoqjtoD9-2F8lm5X00M1jHTHexO69Al5gNDFulCxbA-3D-3DM4oF_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0bjdSrK1uuuRtf9db8dBhcU1NsB-2FWhZcXkAmpQ9Jz7aZ4k0z7GFVGL9TfllS1CDeaUeiS8Su2-2Fd96K88IXQb72jEMWTNVCU-2Bd9KQ-2Bd3hIwggeLcYMtZy4pOkNvoDzIdEaQ-3D-3D)
- [Squawk on the Street, "IMAX CEO on Sale Rumors, Eli Lilly Buys Vaccine Makers & the Benefits of a SpaceX-Tesla Merger," May 26, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiZ3sWIjIxNRpiRwfshs78GeUKn4q1YVq9SConxn2QiZZdb4eYfB6Zmu9wPgPr6thBZBn8xHLP1E-2F0s3XAfNPFQPhXBPC-2BD-2B958LnuybC4Yew-3D-3DHgBT_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0THJa6r3C0B1qKkv5dVvhWSIPUtAbZ4z56RaMOqgd0fAJtyIYWwbReZh5WxkyPDdXKU5Wg-2BqCuSmUh8aNdTvJoxxq3-2Bjq3Y2sdd7sZqqGKEeJ-2F1LSCWFIWRW-2BpRlxtB1LA-3D-3D)
- [The Rundown, "Eli Lilly Goes on Vaccine Buyout Blitz, UBS Predicts Micron Stock Will Double," May 26, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiGM0KDOqiG9ht05sX2fZ0eYk4G2-2F085MOQ83A4g0-2F-2FHjfJm5-2BBQqurM5auf-2BrajTf4JtRn689OZyw2cEXiMU-2F8iqyy8VlUCedL4pnOLuE-2FzA-3D-3DjHAp_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0QWuSfxepBE310MpozRXlEeOk8fsqnz8lfsE70x5WhgNk2U-2BvjxF8Ekvb-2F3-2Fou5nWIJWC9WnFLjEzhF-2BFUD1ZrFtcQbjJNTTsBJ8zva6zZL1niiQIfXQZ-2FN0O4HbdBOLqw-3D-3D)
- [Motley Fool Hidden Gems, "The $1 Trillion Club Gets a Little More Crowded," May 27, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOiaMfqxmTCDwPv3A44djxq5ew37CKGIPOg0LpB65-2Fq60TJsoschTrpR4jePIpBlgNEqdGkiMQBBSggoWw2Wl-2FiK6DeK5vOADIjNvuGOr-2BMY6Q-3D-3DqRWi_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0RQD03XzA1hO7yUW4W6O2WMG1CUgNkYdnGYYKINtEjpEl7Zg-2BSbmyb45g2g6uuEhWaaT0r0eIXdXP4VTLUzEbJwCOzSkHtBU-2FR6sQu13TUGzBfCWbXY4cy1zHlInn24-2Fog-3D-3D)
- [On The Pen GLP-1 News, "Lilly Bets $8B on Weight Loss Future," May 19, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOi2jS2QKquUavX0G2xY9E8EShLvPdBuNmvGsQebB5Ej-2FFAL-2Bvf1as6Z4OCiFL0OWXfNWeaqLhFAvhHBkD-2BeGdHm6dCptp85XxaDLTfU51PxQQ-3D-3DMICt_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0bWt-2FmkCsw-2Bduig-2FlYmjBZHMYPZy-2FcYbWm2ve-2BRhGku23719WGvEaCLul-2BMRcA58vSU5ETGUt3T56RbCaVH-2Fe6Bb28zzorGu118xPDlnIfiKuJB16uG915dVweoPhBksag-3D-3D)
- [Health & Veritas, "Nicholas Christakis: The Science of Human Connection," May 28, 2026](http://url7324.matterfact.com/ls/click?upn=u001.idHmPrr2Geh7KYLAsTy7NkrIVb-2FgA4pmf2rMXQwGcOjXoGhzh7fMLWQIycYBD-2BNaU459xWAy7LeZKAeddCCPNmakkldQKmM-2FgAGlqSwDJQE-2FTM3fyVjJ42-2BgQg6XF28I-2FO4Pwzs5VdGq34kfhCIxlA-3D-3Dydq8_7mLGwmUci-2BLaXswv9WX1yTgqn3Wad-2FotHhzHgSNAZbVi7jXwcNKd65Iao87B91TXQvV7sGlf-2F6z-2F1-2FX1NyOy0SF9uPKMKxj2XvqLYbu9omcJCQHFzaoQMFqqRSjP7-2FOAL87CPLxtiHSwFPCnZTmRHvZziKf2WhZxJgpWwgCvXwr06PIIwxFiXojDvr3OYVuDSCRxCQXTVGcbcnOUP2pWnA-3D-3D)

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