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12th January 2026
by Jason Scott

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

Welcome to Regulatory Reconnaissance, your regulatory news and intelligence briefing.
 
In Focus: US
  • 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)
In Focus: International
  • 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)
Pharma & Biotech
  • 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)
Medtech
  • 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)
Food & Nutrition
  • A new entry in the dietary guidelines: advice on maintaining healthy testosterone levels (STAT)
  • Kennedy shakes up dietary guidelines: Winners and losers (The Hill)
Government, Regulatory & Legal
  • 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)
Regulatory Recon is our regular intelligence briefing for the regulatory affairs space, bringing you the top regulatory, biopharma and medtech news stories from around the globe. Regulatory Recon is published each week on Monday, Tuesday and Thursday.
 
A story’s inclusion in Regulatory Recon does not imply endorsement by Regulatory Focus or RAPS.