🌙 Overnight Summary — Monday Feb 16 → Tuesday Feb 17, 2026

📅 Tomorrow's Meetings (Feb 17)

1. Daniel × Antoine (Red River West) — 2:00 PM ET

• Okeiro raised €10M (led by RRW, Alven, Forepont) for precision medicine in transplantation — US market entry imminent
• MaaT Pharma raised €9.1M; Xervyteg® commercialization decision mid-2026, FDA engagement for US pivotal study in 2026
• Resilience (remote cancer monitoring) raised $25M for Germany expansion

1. Reference Okeiro's US entry — ask how Antoine sees the transplantation/chronic disease precision medicine market
2. MaaT's FDA engagement timeline aligns with pharma commercial cycles — potential bridge opportunity
3. Ask about their 2026 portfolio expansion plans and where digital health fits

2. Strategy Block — 2:00 PM ET

Internal meeting. Align on priorities and unblock key deals.

⚠️ Overdue Commitments (Still Open)

To Jacob Plummer (CCO, Ada Health) — 9+ days overdue (due Feb 7)

1. Pitch deck feedback — 10-slide deck, especially ROI illustration
2. ROI illustration — Draft was delivered Feb 7, needs confirmation it met the need
3. Target list — Pharma CEO/commercial owner list (3 people per company with emails)

⚡ Recommendation: Send Jake the follow-up message tomorrow morning. These are now 9 days overdue and risk relationship damage.

📰 Pharma & Digital Health Market Intel

Industry Trends (This Week)

• BMS × Evinova: AI-native Study Designer deployed across global clinical portfolio
• BMS × Microsoft: FDA-cleared radiology AI for lung cancer detection in underserved settings
• Drug discovery tech market: $77.6B in 2026, projected to nearly double by 2032 (AI-native platforms driving growth)
• HLTH Europe (June 15-18, Amsterdam) emerging as key dealmaking venue — cross-border procurement signals
• Ada Health × Fullspan Health (Oct 2025): AI integration for autoimmune and women's health

Ada Health Partnership Landscape

Active pharma partnerships: Takeda (GI), Sanofi/Genzyme (lysosomal storage), Alnylam (porphyria), Novartis (rare diseases), Bayer (women's health), Pfizer (COVID care). No new 2026 pharma deals announced yet — potential opportunity window.

🔧 System Notes

• Google Calendar API token is expired/broken — both strategicprebrief.py and chiefofstaff.py failed to fetch calendar data (HTTP 400). Needs token refresh. Run python3 ~/clawd/scripts/googleapi.py --refresh or re-auth.
• Meeting prep was generated from cached calendar data (Feb 16 run at 4:09 AM UTC)

✅ Morning Action Items

1. [ ] Send Jacob Plummer follow-up on 3 overdue items
2. [ ] Review Antoine/RRW brief before 2:00 PM call
3. [ ] Fix Google Calendar API token
4. [ ] Strategy block: come with top 3 items needing decisions