Scrip’s Five Must-Know Things: Madrigal’s MASH Whistleblower, Lilly, Sanofi Hunt Deals
In this week's episode: Madrigal’s MASH whistleblower; Lilly’s dealmaking to continue; Sanofi hunting late-stage assets; Pfizer raises guidance; and LIB’s PCSK9 pricing.
Scrip - November 9, 2026

Global Medtech Guidance Tracker: October 2026
Stay current on regulatory guidelines from around the world with Medtech Insight's Guidance Tracker. More than 40 documents have been posted on the tracker since its last update.
Medtech Insight - November 6, 2026

BD Growth Platforms Lead Fourth Quarter As Alaris Comparison Weighs On Fiscal 2027
BD’s fiscal fourth-quarter revenue rose 5.6% on a currency-neutral basis to $5.27bn, and adjusted EPS climbed 27.3% to $4.15. The CEO said growth platforms led the quarter and that mid-single-digit revenue growth should return as the Alaris comparison eases.
Medtech Insight - November 6, 2026

Device Makers Should Start Preparing For FDA GenAI Oversight Now, MethodSense CEO Says
MethodSense CEO Rita King says device makers need not wait for FDA guidance on generative AI to prepare. She expects a focus on risk management, human-factors testing and postmarket monitoring, and urges early testing, cross-functional teams and presubmission meetings.
Medtech Insight - November 6, 2026

Cardinal Health Raises FY2027 Guidance Despite 28% Profit Drop In Medical Products Segment
Cardinal Health raised its fiscal 2027 non-GAAP EPS guidance to $12.80–$13 after first-quarter non-GAAP EPS rose to $3.26, even as medical products segment profit fell 28%. It also signed a binding letter of intent to renew its CVS pharmacy agreements through 2032.
Medtech Insight - November 6, 2026

Reimbursement Before Approval: Blue Arbor’s Strategy To Avoid A Common Device Trap
Blue Arbor Technologies has closed a $10.5m Series A round led by Ottobock. The four-person company is using an FDA pilot to shape its trials around data for future billing codes and will sell only the fully implantable version of its RESTORE nerve interface.
Medtech Insight - November 6, 2026

Solventum Counts On Penetration, Not Market Growth, To Power Growth After HIS Exit
Solventum raised 2026 EPS guidance and says the 3M separation is more than 90% complete after its biggest ERP cutover. Exiting HIS would dilute operating margin by about 400 basis points, and management is counting on penetration, not market growth, to power the remaining company.
Medtech Insight - November 6, 2026

Siemens Healthineers Announces Name Change As Spin-off Looms
Diagnostics carve-out also gets a new name and predicted completion date of mid-2028 as company announces fiscal year 2026 results.
Medtech Insight - November 6, 2026

Estée Lauder Reveals Skin Longevity Platform, L’Occitane Sells Elemis; Beauty Biz Roundup
Estée Lauder unveils Mastering Skin Longevity innovation platform at the China International Import Expo, as PAI Partners announces plan to buy British skin care brand ELEMIS from L’OCCITANE. Coty and e.l.f. Beauty report quarterly sales; Beauty Biz Roundup.
HBW Insight - November 9, 2026

Biocon Shakes Up Senior Leadership As Q2 Net Profits Fall 52%
Despite changes in three senior roles and a $20m delayed biosimilar shipment cutting Biocon's Q2 FY2027 net profits by 52%, management assured that underlying business momentum remains strong.
Generics Bulletin - November 6, 2026

FDA’s Elsa AI Tool Use On The Rise, As Generics Industry Seeks Safeguards
While the AAM’s GRx+Biosims conference heard that the possibilities of AI are being used to strengthen the FDA's regulatory process, industry questions whether it is accelerating drug reviews.
Generics Bulletin - November 6, 2026

Fresenius Sees Biosimilars Industry At An ‘Inflection Point’ As It Targets Top-Three Position
Fresenius’s CEO says the biosimilars industry has reached an “inflection point”, with the firm seeing a steep rise in biopharma sales as it targets a top-three biosimilars industry position. As the firm reported Q3 results, management discussed the importance of its recent mAbxience and WuXi deals.
Generics Bulletin - November 6, 2026

Five High-Value Unpartnered Drug Assets To Watch In 2027
Licensing remains a strategic R&D avenue for major developers even as the M&A market begins to recover. In Vivo has identified five high-value, unpartnered assets that could be the focus of dealmaking in the coming year.
In Vivo - November 6, 2026

Proof of Concept: What Stands Between RNA In The Headlines And RNA As Routine Medicine?
In this episode, the Society for RNA Therapeutics' John Cooke argues deals and melanoma vaccine success show RNA’s durability, but point-of-care manufacturing and better delivery are key to making personalized RNA medicines routine.
In Vivo - November 6, 2026

Biotechs Cash In On Priority Review Vouchers As Record Sales Signal Rising Demand
Disclosed priority review voucher sales have hit a record $1.78bn across nine deals this year, with average prices at their highest since 2016.
In Vivo - November 6, 2026