Mr. O’Day is getting quite… acquisitive, it seems. He is widening the moat around his franchises, too.

He agreed to pay $7.8 billion for Arcellx, and $1.67 billion for Ouro, in successive moves — and now up to $5 billion for Tubulis, if all milestones are hit. That’s some serious coin. But the company can easilty afford it, with the twice a year HIV jabs now on market, and commanding very high prices. Here’s Fierce Biotech, on it all (I am a day or two tardy, here — as events in Iran were distracting me):

…Gilead has struck a deal to buy Germany-based Tubulis for $3.15 billion upfront and up to $1.85 billion in milestones, securing an antibody-drug conjugate (ADC) candidate that is racing toward pivotal trials.

Tubulis partnered with Gilead in 2024, granting the company access to its platforms and agreeing to collaborate on an ADC program. Gilead paid $20 million and committed $415 million in milestones for that collaboration, which came about 18 months after Bristol Myers Squibb paid $22.7 million to team up with Tubulis. Flying high in the hot ADC field, Tubulis raised a €344 million ($401 million) series C round last year….

And with Tangerine 2.0 again barking bellicose, I will re-run this graphic at lower right. Damn.

नमस्ते

This is me… searching for some good news — on a very dark day, in the Middle East.

While our own F-15s continue to be shot down (three, so far), by “friendly fire” over Kuwait… at least some sensible fundings — of real life-science continues — albeit in the private sector:

…Gilead Foundation today announced a $12 million investment in 33 community‑based organizations across 14 states and the District of Columbia through its Community Health Worker (CHW) Comprehensive HIV Prevention Initiative. This two‑year effort expands CHW‑led prevention models that strengthen knowledge, care navigation, and access to services for communities disproportionately affected by HIV….

“Community health workers are often the first and most trusted point of connection for people seeking information, support and care,” said Keeley Cain Wettan, Executive Vice President, General Counsel, Legal and Compliance at Gilead Sciences and a Board Member of Gilead Foundation. “Advancing HIV prevention requires both medical innovation and strong, community-led systems that address the social and structural barriers people face every day. By investing in community-based organizations, we’re helping expand access to trusted information, screenings, and culturally responsive care that can drive more equitable health outcomes….”

Go, be excellent to one another — for we are all… we’ve got. Onward.

नमस्ते