Insights / Therapeutic Area
Field notes on CNS and Neurology — Alzheimer's, depression, neurodegeneration, and the slow turn toward biomarker-driven trials.
3 posts in CNS / Neurology
19 Feb 2026 · 2 min read
Two pharma-AI deals in two weeks, two completely different architectures. Takeda paid $1.7B for Iambic. Now Merck skips techbio entirely and runs its AI models inside Mayo Clinic’s secure data environment. The architecture behind the Merck deal is what matters.
13 Nov 2025 · 1 min read
AbbVie is quietly unwinding its 11-year longevity bet with Google's (Alphabet's) Calico Life Sciences — a $1.5B collaboration started in 2014 around aging and age-related disease. I don't think this particular setback signals something more fundamental, but it raises real questions about where dedicated drug development in longevity is headed.
18 Mar 2025 · 1 min read
AI in healthcare shouldn't aim to replace professionals — its true potential lies in enhancing their ability to deliver quality care. I explore how Wysa's merger with April Health exemplifies the broader industry trend of combining human empathy with AI-enabled tools in mental healthcare.