Q1 2026 Convergence Report

The biology- to-clinic inflection

Q1 2026 ended with three converging events that most organizations tracked separately: the FDA's first clearance of an epigenetic reprogramming therapy for human trials, Eli Lilly capturing 60% of the GLP-1 market at $8.66B in a single quarter, and longevity biotech raising $3.74B · 56% above Q1 2025. None of this required insider access. All of it was public.

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