Recon: Nvidia, Lilly partner on $1B joint research AI lab; FDA rejects Atara’s blood cancer treatment

• ChatGPT and Claude get into the business of health advice. Should you trust them? (STAT)
• Investor behind Moderna says U.S. policy is ‘taking a sledgehammer to our miracle machine’ (STAT)
• Novo CEO Sees Obesity Pill Opening Doors to a New Market in US (Bloomberg)
• Trump says he may veto extension of Obamacare subsidies (Reuters)
• FDA shares ‘more flexible approach’ to overseeing cell and gene therapy manufacturing (Endpoints)
• FDA lifts partial hold on Merck, Daiichi's trial for B7-H3 antibody-drug conjugate (Endpoints)

• French Government Says No Contact With Eli Lilly on Abivax (Bloomberg)
• Chinese Startup Making Tech to Rival Neuralink Said to File for Hong Kong IPO (Bloomberg)
• AbbVie jumps into PD-1xVEGF bispecifics race, paying $650M upfront to China's RemeGen (Endpoints)
• Global Pharma Guidance Tracker – December 2025 (Pink Sheet)
• EU Pharmacopoeia Takes Another Step Toward Animal-Free Testing With Recombinant Factor C (Pink Sheet)

• US FDA declines to approve Atara's therapy for rare blood cancer (Reuters)
• Lilly Now Sees Obesity Pill Approval as Early as Second Quarter (Bloomberg)
• Nvidia to Invest $1 Billion in AI Drug Laboratory With Eli Lilly (Bloomberg)
• Lilly will have supply of new weight loss pill for many countries, exec says (Reuters)
• Moderna Sees Sales Boost as Covid Shots Beat Expectations (Bloomberg)
• JPMorgan Healthcare Conference Won’t Limit Deals to Just Biopharma (Bloomberg)
• Arkin Capital raises $100M to back a dozen early-stage biotechs (Endpoints)

• Edwards calls off JenaValve buyout after court halts deal (MedTech Dive)
• Illumina names former NIH genomics director as chief medical officer (MedTech Dive)
• Haemonetics to acquire Vivasure Medical (MedTech Dive)
• Medtech 2026: Geopolitical Uncertainty Shapes Industry’s Future (MedTech Insight)
• Medtech 2026: Last Year Brought Technical Advances Alongside Regulatory Challenges (MedTech Insight)

• A new entry in the dietary guidelines: advice on maintaining healthy testosterone levels (STAT)
• Kennedy shakes up dietary guidelines: Winners and losers (The Hill)

• Judge orders HHS to restore funding for children’s health programs as lawsuit continues (STAT)
• The NIH has lost its scientific integrity. So we left (STAT)
• Government approves $60 billion of enhanced Medicaid funding for hospitals, other providers (STAT)
• UnitedHealth Used ‘Aggressive’ Medicare Strategy, Senate Report Says (Bloomberg)
• Walmart makes tepid return to healthcare (Endpoints)