Eli Lilly bought an in vivo CAR-T biotech, terms undisclosed. That’s the clearest signal from this week’s Endpoints Weekly roundup, which packs three stories that each deserve their own headline.
In vivo CAR-T programs engineer T cells inside a patient’s body, bypassing the costly manufacturing process that’s made traditional CAR-T therapy a logistical nightmare for payers and hospitals alike. What Lilly gets with this deal: a platform bet in one of oncology’s most watched subsectors, at a moment when cell therapy economics are under serious pressure to improve. The category has been waiting for a buyer willing to pay for the promise before the proof is in.
Sanofi’s immunology business is facing a reckoning. That framing is blunt, and Endpoints doesn’t use it lightly. Sanofi has been a dominant player in inflammatory disease, so a reckoning in this franchise means something is shifting at scale: competitive pressure, pipeline concerns, or commercial headwinds.
Revolution Medicines is being credited with a ‘Herceptin moment’ — Herceptin, the HER2-targeted antibody that transformed breast cancer treatment, is the benchmark biotech deploys when a program has redefined a category. If RevMed earns it, the next conversation is about what an acquirer would pay.
The Lilly deal is the only transaction of the three, even if the terms are still under wraps.
Diana Kowalski