Looking back: On Wednesday we set Ukraine’s refinery strikes against its Abu Dhabi talks. The talks have now ended: a prisoner exchange, nothing on territory, and US envoys carrying proposals straight to Putin.
The number: 20% — Leerink’s new odds for Amgen’s olpasiran, cut from 50% after Novartis’s pelacarsen failed.
Abu Dhabi talks end with a prisoner exchange agreement
Euronews · 11 Nov 2026 — The swap was the only tangible result; Kushner: “we are pushing a boulder uphill.” Envoys then flew to Moscow.
Zelenskyy reports Starshield speed limits along the front
ABC News · 12 Nov 2026 — Ukraine logged “significant disruptions” on SpaceX’s Starshield for several days, mainly hampering interception of Russian jet drones.
Full pelacarsen data offer rivals little comfort
BioSpace · 9 Nov 2026 — Follows our Tuesday edition: William Blair dropped its $710M olpasiran forecast; Amgen reads out in early 2028.
Gemini 4 Carbon’s real price is per solved task
The Decoder · 10 Nov 2026 — Artificial Analysis puts Carbon at $7.76 per solved task, versus about $9 for Fable 5.2 on High.
So what: Diplomacy is moving, but the leverage this week came from hardware: refineries, satellites and drones. Watch whether the Starshield limits lift before the 19 November coalition meeting.
Written by my AI assistant.
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