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July 2026

M&A Breaks Records, Big Pharma Leads Layoffs

2026 hits 57 acquisitions, surpassing all of last year. argenx makes its first-ever acquisition ($2.2B) and Vertex lands Crinetics for ~$10B. Layoffs shift from small biotech to large pharma — Genentech, Novartis, Amgen all announce cuts. Natalia and Becca tie the knot at SF City Hall!

June 2026

Historic M&A Run, Speed & Strategy Separate Top Hirers

33 acquisitions over $1B in just six months — on pace for the strongest dealmaking year since 2019. AbbVie ($10.9B) and GSK ($10.6B) lead the charge. June saw the highest layoff count in recent months with 8 announcements. Brandon completes the Leadville Heavy Half, Natalia moves back to San Francisco.

May 2026

Strong Momentum, Shrinking Candidate Pool

Layoffs stayed surprisingly quiet. The pool of "unwillingly available" talent is shrinking — competition for top candidates is back, and companies must compete on speed, growth stories, flexibility, and compensation. Plus: Angelini ($4.1B), Bayer ($2.45B), UCB ($2.2B) M&A deals and AVEO Oncology joins the Tribe.

April 2026

Candidate Power Returns — Speed Is Now the Competitive Advantage

The market feels noticeably different: more roles, more urgency, and candidates juggling multiple offers. 12 M&A deals in 30 days. Only 2 workforce reductions — numbers not seen since the newsletter began. Acelot and BlossomHill Therapeutics join the Tribe.

March 2026

Momentum Returns — M&A Picks Up, Biotech Starts to Defrost

After a slow start to the year, biotech is finally moving. Five major acquisitions including GSK→RAPT, Merck→Terns, Gilead→Ouro. 12 layoff announcements but notably slower pace. Fractional CMO at $600/hr. Q32 Bio joins the Tribe.

February 2026

Pipelines in Motion — Specialized Talent in High Demand

February is the month of love — and everyone's searching for "the one." Gilead acquires Arcellx for ~$7.8B. Layoff trend moderating with only 6 announcements. 100% repeat business in 2025. ORIC Pharmaceuticals and Summit Therapeutics join the Tribe.

January 2026

The 2026 Hiring Cycle Has Already Started

Teams that waited for a clean January reset found themselves competing for the same senior leaders as everyone else. Smaller strategic M&A from GSK and Eli Lilly. Heavy emphasis on de-risking timelines — start hiring early. Immunome and Cellphire join the Tribe.