Home / Episodes / Tue, Mar 3, 2026

Gilead’s $7.8B CAR-T Bet, YUVIWEL Approved, PADCEV-Keytruda Resets Bladder Cancer

Tue, Mar 3, 2026 15 min Hosts: Alex Mercer & Maya Patel
▶ Listen

Gilead acquires Arcellx for $7.8B to challenge J&J’s Carvykti in multiple myeloma with a December FDAdecision approaching. Both Friday decisions resolved: YUVIWEL wins accelerated approval as the first weekly achondroplasia treatment, Dupixent adds AFRS toits ENT franchise. PADCEV plus Keytruda delivers a 47% recurrence reduction in muscle-invasive bladder cancer. CagriSema analyst downgrades continue, and theMarch 20th Rhythm decision could reshape the obesity landscape.

Close out your day

The whole read, every morning

The daily Closeout in under 15 minutes — trial readouts, FDA decisions, and the deal math behind them. Free.

Subscribe →