Health

AI in medicine, pharma and biotech.

82 stories

Get Health by email, free

AI in medicine, pharma and biotech. In our daily email, every weekday.

November 1, 2026
Epic won FDA clearance for its deterioration score with rival AgileMD's algorithm as the benchmark
The FDA found Epic's rebuilt patient-deterioration score substantially equivalent to AgileMD's eCARTv5, making the challenger's algorithm the benchmark the EHR giant had to match. With a mortality study behind it, Epic's bundled score resets the math for hospital AI vendors.
October 31, 2026
Bristol Myers locked Tempus data through 2031 and led Pathos' $237 million round; Tempus reports November 2
Bristol Myers Squibb extended its Tempus oncology data license through 2031 and, the same week, led rival Pathos AI's $237 million Series E. Tempus reports Q3 on Monday, November 2, and the print decides which layer of its own stack the market pays for.
October 31, 2026
Lilly raises guidance to $92 billion and hits a record close, while Novo Nordisk bets November on CagriSema
Lilly just priced its clinical lead at 31 times earnings while Novo Nordisk trades at 12x, and Novo's November congress calendar is the last scheduled chance to argue back before retatrutide's FDA filing closes the record.
October 31, 2026
Ozempic blindness suits top 200 as Novo Nordisk spends DKK 11 billion on buybacks
Maria David Patten says Ozempic left her permanently blind on a label that never mentioned the risk. Europe ordered semaglutide labels updated in 2025; the FDA has not, and the suits now top 200 while Novo returns cash to shareholders.
October 30, 2026
Philips pitches Azurion software while 3,000 of its cath lab systems sit on the FDA recall list
The same week Philips launched UniGuide 3D Live Guidance on Azurion, the FDA logged a Class 2 recall covering more than 3,000 Azurion systems over off-spec solid-state drives, with repairs starting in December. Q3 results land with earnings per share expected at 33 cents, and the service bill arrives in Q4.
October 30, 2026
Novo's Wegovy pill inherits a $32 billion franchise as a judge declines to block Lilly's ads
A federal judge in Trenton declined on October 26 to block Eli Lilly's obesity-drug ads without ruling on their merits, and three days later Lilly printed 39% revenue growth built on price cuts. Novo Nordisk reports on November 4 with its pill carrying the load.
October 29, 2026
OpenAI makes UK startup Anima its healthcare showcase as patients call the same bot a wall to care
OpenAI's October 23 customer story hands UK startup Anima a vendor endorsement just as it enters the US and Australia. The 75% wait cut is Anima's own measurement, and this month Wantage patients called the same bot a wall to care.
October 29, 2026
Butterfly Network's record quarter ran on milestone money, and its own Q4 guide says so
Butterfly Network beat every mark this morning, but the filings show the growth came from chip licensing, not the probe business, and the company's own fourth-quarter guide says that money does not repeat. At 17.6 times sales, the market is paying subscription prices for milestone money.
October 28, 2026
GE HealthCare beat and raised, then filed the exit of the PCS chief to a rival's top job
The same 8-K filed October 28, 2026, carried a quarter strong enough to raise guidance and the resignation of Jeannette Bankes, who leaves the Patient Care Solutions segment five days after its margin jumped 480 basis points. Investors have to price both at once.
October 28, 2026
Eli Lilly's retatrutide beat Ozempic head-to-head: 20.9% weight loss vs 9.4%, before Novo Nordisk reports
Lilly's retatrutide beat Ozempic's highest approved dose on blood sugar and cut more than twice the weight in a 1,298-patient Phase 3, published two days before Lilly's Q3 report. Novo's flagship franchise just lost its standard-of-care argument inside the window where payers and investors are repricing it.
October 27, 2026
Bunsen now runs 80% of Schrödinger's own modeling jobs, and November 4 shows if customers pay for it
Schrödinger's Bunsen agent now runs roughly 80 percent of the computational jobs on the company's own cluster, a reversal for a CEO who called AI drug discovery nonsense in 2024. With full launch due by year-end and Q3 results on Nov. 4, the throughput-licensing model is about to be tested on customers, not just insiders.
October 27, 2026
IQVIA's guidance raise leans on unclosed acquisitions, and $2.1 billion of inactive trials left its backlog
The beat was clean, but the guidance raise leans on acquisitions still to close and $2.1 billion of inactive trials quietly left the backlog. The 400 AI agents are the more interesting number, and December 1 is where the split gets priced.
October 26, 2026
Globus Medical previews an implant designed in software and placed by its robot, Q3 due November 5
FDA-cleared but not yet for sale, SCRIPT was previewed at NASS on October 14; its plans import straight into the ExcelsiusGPS robot. With Q3 results due November 5, the earnings test is whether US spine keeps taking share while the robotics business works through its leasing shift.
October 26, 2026
HonorHealth deploys Qventus AI against a $150 million-a-year Medicaid hole by 2032
The nine-hospital Phoenix system expects federal Medicaid changes to strip more than $150 million a year from its margins by 2032. Its September deal with Qventus shows who hospital AI budgets are now written for: operators defending margin.
October 26, 2026
Eli Lilly files 11 suits against retatrutide sellers before the drug even wins FDA approval
Eleven federal suits target sellers of an unapproved obesity drug before launch day. With Q3 earnings on October 29 showing 60% volume growth against a 13% price decline, Lilly is buying court protection for launch-year revenue.
October 25, 2026
Eli Lilly's olomorasib could win first-line KRAS lung cancer, and no one is trading the option
The ESMO data put Lilly's olomorasib on track to be the first targeted therapy sold into newly diagnosed KRAS G12C lung cancer, with Keytruda riding along in both combinations. The randomized proof lands next year, and nobody is trading the option yet.
October 24, 2026
Prosper's $108 billion uncollected-care claim shrinks by half under its own no-show and denial rates
The a16z-backed voice-agent vendor says specialty practices leave $125,000 per physician uncollected each year. Run the report's own no-show, denial and collection rates back through its flagship example and the number shrinks by roughly half, and most of what remains is a transfer from payers and patients, not new money.
October 24, 2026
OpenEvidence's prior-auth letters no better than ChatGPT's in Mayo test; $15 billion buys its distribution
A Mayo Clinic head-to-head and a Nature Medicine study put the quality of OpenEvidence's answers on the record in one week: good enough to use, no longer uniquely good. At $15 billion, investors are paying for distribution, and distribution now has company.
October 24, 2026
Eli Lilly's 79% ovarian cancer response rate came from a dose its Phase 3 won't use
Lilly's headline response rate at ESMO was measured at 4 mg/kg; the Phase 3 runs 3 mg/kg, and the combination result at that dose is unpublished. A day earlier, Genmab posted a positive Phase 3 on the same payload class.
October 24, 2026
Molina's 10-Q moves its two biggest Medicaid wins past the 2027 recovery the Street is pricing
The 10-Q moves the Georgia and Texas wins to late 2027 or 2028 while the Street raises targets on 2027 rates; the Florida children's contract is guided to a $1.50-per-share quarterly loss and about 700 autism providers say they are unpaid. The recovery-year revenue arrives after the recovery year.
October 23, 2026
Intuitive Surgical to pay $450 million to settle hospitals' antitrust suit; revenue per procedure falls 3-5%
Intuitive settled the hospitals' instrument-servicing antitrust case for $450 million, then disclosed its own 3-5% per-procedure price cut for 2027. The recurring revenue that carries 84% of sales now faces cheaper instruments on two fronts, just as US procedure growth slows to 10%.
October 23, 2026
A compounded Zepbound recall hands Eli Lilly its exhibit as a fifth of US GLP-1 users take copies
Apothecary Pharma could not guarantee the safety of 22 lots of compounded tirzepatide. With roughly a fifth of U.S. GLP-1 users on compounded copies, the October 29 and November 4 earnings prints will price what the copycat channel costs Lilly and Novo.
October 23, 2026
Veeva sells AI flat, and IQVIA's seven-month clock starts the test
Veeva priced Vault AI at 10 percent of a subscription with unlimited usage, betting model costs fall faster than adoption, while IQVIA's seven-month rollout puts a clock on the standardization it needs first.
October 22, 2026
Abridge carries a $6.69 billion mark on trials showing its scribe saves 22 minutes a day
The independent trials have landed next to the expansion metrics: 22 minutes a day is what a health system can actually count. That caps the per-encounter price and moves the value to clinical content and workflow, where Wolters Kluwer and Doximity trade.
October 22, 2026
Doximity put Wolters Kluwer's UpToDate inside its Ask tool for health systems, and named no price
Doximity's rival claims died on October 16; on October 20 it licensed Wolters Kluwer's UpToDate into Ask with no price attached, while a securities class action and an EBITDA-cutting AI bill press on the stock.
October 21, 2026
Molina Healthcare beat estimates and held guidance, yet its profit fell 53% and the stock sank about 5%
Adjusted EPS of $0.89 beat estimates and full-year guidance held, and after-hours sellers still took the Medicaid insurer down about 5%. The fight over whether Medicaid margins have turned moves to Thursday's 8 a.m. call.
October 21, 2026
Tempus AI tops 80% sensitivity on 12 lung biomarkers but withholds the specificity number
An AI panel reading routine lung slides flagged all 12 NSCLC biomarkers above 80% sensitivity across 60,459 cases. The number Tempus withheld, specificity, decides whether the flag trims lab workload or sells more of its own tests, and it lands six days before the Q3 print.
October 21, 2026
Intuitive cuts da Vinci revenue per procedure 3% to 5%, stock falls 8% to $405 despite a beat
The robotic-surgery leader beat estimates on revenue and adjusted earnings, then told investors instrument revenue per procedure will fall 3% to 5% to buy volume. The stock dropped about 8% to near $405.
October 21, 2026
Novo Nordisk's new 25% CagriSema figure counts only women who never quit; Zepbound's 25.5% stands
Novo Nordisk republished CagriSema as a women's-health win on October 20: 25% average weight loss in a post-hoc subgroup, computed as if no patient quit treatment. The FDA decides this quarter on the file that lost the head-to-head to Zepbound.
October 21, 2026
Eli Lilly hits a record high one week before the quarter that tests Ricks's volume bet
Lilly reports Q3 on October 29, the first quarter containing the $50-copay Medicare Bridge, with the stock at a record high and guidance implying a sharp growth slowdown for the second half.
October 20, 2026
Intuitive Surgical settles hospitals' da Vinci antitrust case for $450 million; the conduct terms are unread
Intuitive settled the hospitals' da Vinci antitrust class action for $450 million plus injunctive relief nobody outside the deal has read. The cash is priced; the conduct terms are not, and they land on the instruments aftermarket the case was built around.
October 20, 2026
Molina's earnings fix is shrinkage, and October 21 tests whether Medicaid can carry it
Molina already made the quarter survivable by shrinking its worst book, exiting Ohio and California exchanges and trimming its 2027 premium revenue. The October 21 print only has to confirm whether Medicaid and duals can carry a business Molina is cutting down.
October 19, 2026
After eight years of suing Veeva, IQVIA makes it the enterprise standard
IQVIA has standardized Veeva's trial-operations software 14 months after settling eight years of litigation, with no price and no scope disclosed. Veeva's Boston summit this week and its November 5 investor day decide what the concession books.
October 18, 2026
Anima's AI receptionist asked a 65-year-old if she was calling about her pregnancy
Patients call Andi, the phone bot at a Wantage surgery, a wall to care; the practice answers with 84% positive feedback and 60% same-day appointments. Front-office AI is where the money is landing, and California's new law stops exactly one door past it.
October 16, 2026
Stryker pays $400 million for a rival robot as Intuitive files a gut endoscope with no revenue date
Intuitive has asked the FDA to clear a flexible robotic endoscope for the gastrointestinal tract, a market with no revenue date. The same week, Stryker paid $400 million for US rights to a rival robot, weeks before Intuitive's October 20 earnings test.
October 16, 2026
Lilly's obesity pill wins EU backing after Novo's; its ex-US sales rose 80% on prices down 36%
EU regulators recommended Eli Lilly's obesity pill Foundayo, the second after Novo Nordisk's Wegovy pill, setting up the first market where both will sell. Both report Q3 within three weeks, and the filings say Lilly arrives with a price-for-volume machine.
October 16, 2026
Doximity settles OpenEvidence's trade-secrets suit in principle as shareholders sue over 'gain share'
A securities class action names co-founder Nate Gross over his November 2024 assurance that Doximity could "gain share." The same week, the company settled OpenEvidence's suit alleging its executives borrowed doctors' credentials to interrogate a rival's AI; no terms were disclosed.
October 15, 2026
Pentagon pays Leidos $318 million to hand over the military's health record
The Pentagon's October 13 digest gave Leidos a $317.9 million sole-source bridge to keep MHS Genesis, the U.S. military's electronic health record, running through January 2028 while the Defense Health Agency signs the system's actual owners to direct contracts. DHA's own language shrinks the work toward that end date.
October 14, 2026
Globus Medical paid $252.5 million for Nevro; 23 injury suits over its stimulators now share one judge
Globus Medical paid $252.5 million for Nevro in April 2025, a price below the fair value of what it bought, and in August raised its 2026 profit guidance. An October 2 federal order consolidating injury claims over the same stimulators is where the case count and the bill surface first.
October 14, 2026
Walmart's 1.6 million workers get free Ozempic and Mounjaro for diabetes, not weight loss
The retailer will hand 1.6 million US workers Ozempic and Mounjaro at no cost from 2027, but only for Type 2 diabetes and only after prior authorization. As Starbucks and peers close the weight-loss door, startups like Ilant Health are selling the gate itself.
October 14, 2026
Molina Rallied on a $6 Billion Contract It Will Lose Money On in Year One
Molina takes over Florida's Medicaid plan for about 120,000 children with special needs, a contract worth about $6 billion of annual premium at full scale and a guided first-year loss. The shares now trade at a premium multiple in a year when consensus has earnings down by half.
October 13, 2026
IQVIA, the world's largest drug-trial operator, will run its studies on rival Veeva's software
IQVIA, the world's largest contract research organization, made Veeva's trial-management software its enterprise standard today. IQVIA pays the subscriptions, sponsors can buy the full Veeva stack through IQVIA, and IQVIA's own software keeps only the data-capture layer.
October 12, 2026
Lilly sues six sellers over a $200-a-month black market in shots billed as its obesity drug
Med spas and online sellers are moving retatrutide at about $200 a month while it is still in phase 3, against an estimated $1,000 to $1,500 approved list price. Lilly has sued six US sellers to clear the market before its first-quarter 2027 filing.
October 11, 2026
Alphabet and Meta buy a year's head start on Biohub's $1.8 billion biology data; the protein model ships free
Biohub, the DOE and NIH committed $1.8 billion on October 7 to AI-ready biological data. Corporate funders get a one-year head start; the ESM protein models, once a $142 million venture bet, now ship free under an MIT license.
October 11, 2026
Veeva put AI agents on 200 pharma customers ahead of a December 2029 deadline, with no price named
Vault CRM passed 200 live customers and Novo is queued for the agents. The bill lands at renewal, on a base with little choice but to move, before legacy CRM support ends in December 2029.
October 10, 2026
Italy ruled IQVIA's coded patient data was never anonymous. Eight banks raised their targets anyway
Italy fined IQVIA €7 million and ruled that a million coded patient histories are re-identifiable personal data, with 120 days to fix the database. Five days after the ruling went public, IQVIA launched AI models that connect patient journeys with clinical outcomes, and four banks raised their price targets.
October 9, 2026
Abridge launches hospital claim review, putting Athelas and parent Commure's $7 billion valuation to the test
On August 5 Commure's Athelas shipped an agentic billing suite; on September 14 Abridge, embedded in 300 health systems, launched its first claims product. The convergence puts the $7B mark Commure raised into in May up against a rival with deeper hospital distribution, and the listed middle, Waystar and Solventum, between the two.
October 9, 2026
Lilly is putting $6.5 billion into concrete and up to $1 billion into AI drug discovery
Investors moved this week to mark Lilly's AI-discovery partner Isomorphic Labs at up to $50 billion, a company that has never dosed a patient. Lilly's own ledger, $6.5 billion of concrete against at most $1 billion of AI, says which bet it trusts.
October 9, 2026
Novo Nordisk counts 7 million US Wegovy pill prescriptions; Citi still cut its target to DKK 296
The Wegovy pill has notched 7 million US prescriptions, the biggest drug launch in America by volume on the CEO's count. Citi just raised its estimate of the pill's peak sales to $13 billion and still cut Novo's target to DKK 296, because margins through 2030 are guided to stay flat.
October 9, 2026
OpenEvidence raised $250 million at $15 billion; Pro Medicus fell 48% in a year on the same doctor screen
Private buyers marked clinician-distribution AI up in September; public sellers marked the workflow compounder down 48% despite A$1.3B of contracted minimums. PME now sits about 27% under its consensus target, and the AGM on November 25 is the next checkpoint on which price is right.
October 9, 2026
Isomorphic Labs' reported $40 billion raise prices Biohub's $1.8 billion cell-data pact
Biohub's virtual-cell commons counts $300 million of new corporate money inside a $1.8 billion headline that leans on federal funds and already-bought assets, and gives commercial partners a one-year exclusive window on the data they fund. That is the substrate under Isomorphic Labs' reported $40 billion ask.
October 7, 2026
Novo Nordisk pays Hengrui up to $2.6 billion for an unproven pill, and its buyback ran 11% above the market
Novo Nordisk licensed a Phase I-ready Chinese obesity pill for up to $2.6 billion the same week its 6-K showed a DKK 10.25 billion buyback that ran about 11% above the stock's latest prints. The pipeline is rented, the manufacturing is being outsourced, and the shareholder is paying for all three.
October 5, 2026
Intuitive Surgical is 35% off its high as a court, J&J and Medtronic test its robot monopoly
A revived antitrust case, two newly cleared rivals and a return to the cardiac market it walked away from in 1998 all converge on the October 20 report. Hospitals pay the instrument-and-service lock-in; ISRG shareholders are carrying the de-rate.
October 3, 2026
Butterfly's $74 million Midjourney license rests on a scanner with no FDA clearance and no AI
Butterfly Network's chip-licensing arm just posted a record quarter and its first commercial partner. Its largest licensee is a wellness scanner with no FDA clearance, no AI, and a 2028 roadmap that ends at its own silicon.
October 3, 2026
Lilly says India already ran the GLP-1 price war, and Mounjaro grew anyway
Branded copies of semaglutide sell in India for a tenth of Mounjaro's price. That tenfold gap is the bear case investors in a $1 trillion drugmaker now have to price.
October 3, 2026
Novo's pill keeps winning switchers while the payers behind its volume math walk out
Novo's first real-world switch study, presented 30 September, shows patients trading Wegovy and Zepbound injections for the daily pill kept losing weight. The subsidized exchanges that growth leans on are thinning for 2027: Molina shrinks to six states, Cigna leaves all eleven.
October 5, 2026
Eli Lilly Gets Its $3 Billion Dutch Factory. Katwijk Keeps the Water and Gas Bill.
Katwijk's council voted 28 to 4 for Eli Lilly's $3 billion obesity-pill plant, whose permit filings, as nu.nl reported, claim about a million litres of water a day and the power load of 17,000 homes, served by gas turbines because the grid is full. The vote clears building only: production and wastewater permits are still unissued, and that timeline risk sits with Lilly.
October 4, 2026
Washington purged the healthy from Obamacare; Molina just took Florida's sickest kids
Vice President JD Vance's fraud crackdown has removed 760,000 suspected phantom enrollees from a 19-million marketplace whose 2027 rates are already locked. Molina fell hardest of the four exchange insurers that week, and on 1 October it began running Florida's Children's Medical Services plan, taken off Centene's Sunshine Health.
October 2, 2026
Lilly sells a modelled 57% diabetes-risk cut on Foundayo just as its drug prices fall
Lilly's new ATTAIN-1 post-hoc data sells a modelled cost-savings case to payers in the same year management told investors Zepbound prices are falling and volume must carry the growth. That makes the pill's evidence both the volume engine and the discount lever.
October 2, 2026
Butterfly's chip ships inside Mendaera's robot while insiders sold $31.95 million
Mendaera's Focalist robot became the first Butterfly Embedded product to reach market on 1 October 2026, the licensing thesis's first commercial test. Insiders sold $31.95 million of BFLY in the three months before it arrived.
October 2, 2026
Molina recovered $34 million of Michigan Medicaid fraud. The state's rates never subtracted it.
CMS has given Michigan until late October to explain zero fraud recoveries in Medicaid managed care, a clock that runs eight days past Molina's 21 October earnings. Molina is now 79% a Medicaid story, and the rate base in question never netted the money its plans clawed back.
October 2, 2026
Veeva Gives Away Its AI Agents and Bills the Seat Migration
Barron's calls Veeva the plumbing of AI medicine and analyst coverage pitches 30% upside on a stock already up 27.87% this year. But Veeva's own releases show the flagship agent ships free and the marquee win had no disclosed value; the billable business is a CRM migration with a 2029 deadline.
October 2, 2026
McKinsey's AI math gives insurers the front door and doctors the deskilling bill
A September 28 analysis of 2024 claims says AI can already perform the care behind 16 to 22 percent of U.S. outpatient claims, and names payers, not providers, as the winners of the shift. Even the health-system leaders who call the number realistic say the money flows to the insurers.
October 2, 2026
Isomorphic says its AI is proven; $2.7 billion rides on a 31 December deadline
Isomorphic Labs' president says its AI hypothesis "has been proven." The ledger shows $2.7 billion raised, $82.5 million banked from partners, no drug named and no trial started, with the company's own year-end deadline 13 weeks away.
October 1, 2026
Novo cuts 108 more US jobs days after a $2.6bn deal for a pill never tested in humans
The Plainsboro notice, effective 31 December, lands inside a workforce down about 13,000 in a year and a company back to writing billion-dollar licensing checks. The same week in Milan, Lilly posted 23.3% weight loss and a comparison aimed at Wegovy's top dose.
September 26, 2026
Days after an 8% selloff, Novo pays a microcap up to $1.3B to make its shots monthly
Novo Nordisk licensed Nanexa's PharmaShell coating for up to €1.165 billion, three days after its Capital Markets Day cost shareholders 8%. The bet: monthly and quarterly needles are the moat against Eli Lilly and semaglutide's 2032 patent cliff.
September 30, 2026
Days after a jury priced a broken Lilly partnership at $90 million, Ricks promises bigger deals
A federal jury ordered Eli Lilly to pay Nektar Therapeutics $90 million on 24 September for breaching good faith in a 2017 drug license. Four days later, CEO Dave Ricks promised bigger acquisitions after a record year of more than $20 billion in deals. The gap between those numbers is the price of enforcing a Lilly partnership.
September 30, 2026
Kaiser says Medicare's contractor ban reaches inside its own walls
CMS's draft 2027 fee schedule would bar Medicare payment for monitoring delivered by anyone but the billing practice's direct employees. The $536 million billing line splits the industry, and Kaiser, the insurer most integrated with its own care delivery, says the ban captures its own payroll.
September 28, 2026
Alibaba gives away a CT reader that beat 23 of 26 radiologists
Damo Academy put a Science-validated generalist that reads abdominal CT at 0.913 AUC on Hugging Face, days after it beat 23 of 26 radiologists. The weights are free; the license is non-commercial, and that split decides who actually gets squeezed.
September 29, 2026
InBody sells the scale for the Ozempic era and refuses to pick a favorite drugmaker
US hospitals bought InBody's body-composition scanners at a 60%-plus clip in the first half of 2026, on one analyst's estimate, as obesity clinics add the muscle tracking the drugs demand. Founder Cha Ki-chul is declining exclusive pharma deals to stay the neutral instrument in every clinic.
September 29, 2026
OpenEvidence Gives Doctors AI for Free. The Court Fight Shows What Free Costs.
Penn Medicine is handing OpenEvidence 10,000 clinicians for nothing, and a quiet round valued the ad-funded tool at $15 billion, below the $20 billion it reportedly sought. Doximity's motion to dismiss reads as the same fight in another venue: who actually pays for clinical AI.
September 28, 2026
Blue Cross prices the AI coding boom at $942 million, days after Abridge moved into billing
BCBSA says AI-assisted coding added $942 million over two years with no sign patients got sicker. Ten days earlier, Abridge, the $5.3 billion scribe leader, shipped a tool that vets claims before hospitals submit them.
September 27, 2026
Eli Lilly Wages Multi-Front War as Weekly Insulin Onswik Wins FDA Clearance
Eli Lilly won FDA approval for weekly insulin Onswik and inked a $3.35 billion China pipeline deal, deploying an $87 billion revenue engine even as legal and regulatory friction mount.
September 24, 2026
Novo Beat Eli Lilly Head-to-Head in weight loss drug showdown
CagriSema cut body weight 12.4% to tirzepatide's 9.1% in a direct phase 3 head-to-head, and Novo's stock fell anyway. The FDA rules on the drug in Q4, with Medicare already paying for the rivals and Lilly $6.5 billion deep in new pill capacity.
September 24, 2026
Abridge's $775.72 million VA win is a ceiling, not a check
The AI scribe holds a seat on a five-year, $775.72 million multi-vendor VA vehicle where its own share is undisclosed and every dollar must be won again through task orders. The same week, private investors marked Heidi at $900 million for the same land grab.
September 23, 2026
OpenEvidence Is Turning Hospital Data and Pharma Ad Money Into Its Own Drug Pipeline
Memorial Sloan Kettering spent 14 years building the only FDA-recognized knowledge base of cancer gene variants. In 48 hours it flowed into a $15 billion, ad-funded medical AI whose founder now plans to develop drugs from it.
September 24, 2026
CDC director files to sell her entire Butterfly (BFLY) stake one day after the 22% pop
Erica Schwartz's Form 144 covers all 401,699 shares she reported owning, marked at $10, the morning after Needham's initiation sent the stock up 22%. The CEO's sales were automatic or pre-scheduled, and he still holds 7.35 million shares.
September 24, 2026
Lilly Breaks Ground on $6.5 Billion to Supply the Pill Boom Medicare Is Funding
Medicare's Bridge program put 700,000 seniors on GLP-1s in three months, and 70% of them landed on Lilly drugs. A $6.5 billion Houston plant is the company's hedge on a pill shift Novo currently dominates.
September 24, 2026
Washington switched off the ACA enrollment machine. Molina is the stock paying the bill.
CMS has canceled 315,000 ACA policies covering 760,000 people and frozen new broker sign-ups until February 1. Molina Healthcare, whose marketplace membership has already halved this year, is the closest listed bet on the enrollment machine being switched off, and its consensus price target now sits 0.61% above the share price.
September 10, 2026
Midjourney Wants to Scan Your Body. Diagnosis Isn’t Included.
Midjourney's launch essay imagines early imaging avoiding 30% of deaths. The scanner it is actually building is meant to map fat and muscle. The evidence for the bigger story has not been published.
September 10, 2026
This AI Startup Raised $15 Million amid Employer Cuts to Weight-Loss Drug Coverage, but Its Proof Is Shaky.
Ilant Health pitches obesity care to employers. Its headline result sets its one-year 15% weight loss against a drug-free program's five-year 5.8%. At one year, that same program reported 12.4%.
September 9, 2026
Google Opens a 9-Billion-Variant DNA Atlas. Proof Still Costs.
Google DeepMind put a petabyte of DNA predictions behind a search box. The 22% gain only shows up when you pair it with the old methods, and someone still has to pick up the pipette.

Health

Get Health by email, free

Epic won FDA clearance for its deterioration score with rival AgileMD's algorithm as the benchmark

Bristol Myers locked Tempus data through 2031 and led Pathos' $237 million round; Tempus reports November 2

Lilly raises guidance to $92 billion and hits a record close, while Novo Nordisk bets November on CagriSema

Ozempic blindness suits top 200 as Novo Nordisk spends DKK 11 billion on buybacks

Philips pitches Azurion software while 3,000 of its cath lab systems sit on the FDA recall list

Novo's Wegovy pill inherits a $32 billion franchise as a judge declines to block Lilly's ads

OpenAI makes UK startup Anima its healthcare showcase as patients call the same bot a wall to care

Butterfly Network's record quarter ran on milestone money, and its own Q4 guide says so

GE HealthCare beat and raised, then filed the exit of the PCS chief to a rival's top job

Eli Lilly's retatrutide beat Ozempic head-to-head: 20.9% weight loss vs 9.4%, before Novo Nordisk reports

Bunsen now runs 80% of Schrödinger's own modeling jobs, and November 4 shows if customers pay for it

IQVIA's guidance raise leans on unclosed acquisitions, and $2.1 billion of inactive trials left its backlog

Globus Medical previews an implant designed in software and placed by its robot, Q3 due November 5

HonorHealth deploys Qventus AI against a $150 million-a-year Medicaid hole by 2032

Eli Lilly files 11 suits against retatrutide sellers before the drug even wins FDA approval

Eli Lilly's olomorasib could win first-line KRAS lung cancer, and no one is trading the option

Prosper's $108 billion uncollected-care claim shrinks by half under its own no-show and denial rates

OpenEvidence's prior-auth letters no better than ChatGPT's in Mayo test; $15 billion buys its distribution

Eli Lilly's 79% ovarian cancer response rate came from a dose its Phase 3 won't use

Molina's 10-Q moves its two biggest Medicaid wins past the 2027 recovery the Street is pricing

Intuitive Surgical to pay $450 million to settle hospitals' antitrust suit; revenue per procedure falls 3-5%

A compounded Zepbound recall hands Eli Lilly its exhibit as a fifth of US GLP-1 users take copies

Veeva sells AI flat, and IQVIA's seven-month clock starts the test

Abridge carries a $6.69 billion mark on trials showing its scribe saves 22 minutes a day

Doximity put Wolters Kluwer's UpToDate inside its Ask tool for health systems, and named no price

Molina Healthcare beat estimates and held guidance, yet its profit fell 53% and the stock sank about 5%

Tempus AI tops 80% sensitivity on 12 lung biomarkers but withholds the specificity number

Intuitive cuts da Vinci revenue per procedure 3% to 5%, stock falls 8% to $405 despite a beat

Novo Nordisk's new 25% CagriSema figure counts only women who never quit; Zepbound's 25.5% stands

Eli Lilly hits a record high one week before the quarter that tests Ricks's volume bet

Intuitive Surgical settles hospitals' da Vinci antitrust case for $450 million; the conduct terms are unread

Molina's earnings fix is shrinkage, and October 21 tests whether Medicaid can carry it

After eight years of suing Veeva, IQVIA makes it the enterprise standard

Anima's AI receptionist asked a 65-year-old if she was calling about her pregnancy

Stryker pays $400 million for a rival robot as Intuitive files a gut endoscope with no revenue date

Lilly's obesity pill wins EU backing after Novo's; its ex-US sales rose 80% on prices down 36%

Doximity settles OpenEvidence's trade-secrets suit in principle as shareholders sue over 'gain share'

Pentagon pays Leidos $318 million to hand over the military's health record

Globus Medical paid $252.5 million for Nevro; 23 injury suits over its stimulators now share one judge

Walmart's 1.6 million workers get free Ozempic and Mounjaro for diabetes, not weight loss

Molina Rallied on a $6 Billion Contract It Will Lose Money On in Year One

IQVIA, the world's largest drug-trial operator, will run its studies on rival Veeva's software

Lilly sues six sellers over a $200-a-month black market in shots billed as its obesity drug

Alphabet and Meta buy a year's head start on Biohub's $1.8 billion biology data; the protein model ships free

Veeva put AI agents on 200 pharma customers ahead of a December 2029 deadline, with no price named

Italy ruled IQVIA's coded patient data was never anonymous. Eight banks raised their targets anyway

Abridge launches hospital claim review, putting Athelas and parent Commure's $7 billion valuation to the test

Lilly is putting $6.5 billion into concrete and up to $1 billion into AI drug discovery

Novo Nordisk counts 7 million US Wegovy pill prescriptions; Citi still cut its target to DKK 296

OpenEvidence raised $250 million at $15 billion; Pro Medicus fell 48% in a year on the same doctor screen

Isomorphic Labs' reported $40 billion raise prices Biohub's $1.8 billion cell-data pact

Novo Nordisk pays Hengrui up to $2.6 billion for an unproven pill, and its buyback ran 11% above the market

Intuitive Surgical is 35% off its high as a court, J&J and Medtronic test its robot monopoly

Butterfly's $74 million Midjourney license rests on a scanner with no FDA clearance and no AI

Lilly says India already ran the GLP-1 price war, and Mounjaro grew anyway

Novo's pill keeps winning switchers while the payers behind its volume math walk out

Eli Lilly Gets Its $3 Billion Dutch Factory. Katwijk Keeps the Water and Gas Bill.

Washington purged the healthy from Obamacare; Molina just took Florida's sickest kids

Lilly sells a modelled 57% diabetes-risk cut on Foundayo just as its drug prices fall

Butterfly's chip ships inside Mendaera's robot while insiders sold $31.95 million

Molina recovered $34 million of Michigan Medicaid fraud. The state's rates never subtracted it.

Veeva Gives Away Its AI Agents and Bills the Seat Migration

McKinsey's AI math gives insurers the front door and doctors the deskilling bill

Isomorphic says its AI is proven; $2.7 billion rides on a 31 December deadline

Novo cuts 108 more US jobs days after a $2.6bn deal for a pill never tested in humans

Days after an 8% selloff, Novo pays a microcap up to $1.3B to make its shots monthly

Days after a jury priced a broken Lilly partnership at $90 million, Ricks promises bigger deals

Kaiser says Medicare's contractor ban reaches inside its own walls

Alibaba gives away a CT reader that beat 23 of 26 radiologists

InBody sells the scale for the Ozempic era and refuses to pick a favorite drugmaker

OpenEvidence Gives Doctors AI for Free. The Court Fight Shows What Free Costs.

Blue Cross prices the AI coding boom at $942 million, days after Abridge moved into billing

Eli Lilly Wages Multi-Front War as Weekly Insulin Onswik Wins FDA Clearance

Novo Beat Eli Lilly Head-to-Head in weight loss drug showdown

Abridge's $775.72 million VA win is a ceiling, not a check

OpenEvidence Is Turning Hospital Data and Pharma Ad Money Into Its Own Drug Pipeline

CDC director files to sell her entire Butterfly (BFLY) stake one day after the 22% pop

Lilly Breaks Ground on $6.5 Billion to Supply the Pill Boom Medicare Is Funding