The great recognition of the drug delivery industry is that technologies don't sell--only drugs do. The result: drug delivery start-ups today must be drug companies, selling their best shot at using their technologies to create highly differentiated drug products. To do so, start-ups are pursuing two different visions. On the one hand are those who try to do as little as possible to the underlying molecule, thereby reducing risk and cost while relying on their system for product differentiation. On the other are those who believe that only important modifications to the molecule, or at least a deep understanding of the biology underlying a specific compound's therapeutic role, permit fundamental improvements in treatment.
By Roger Longman
On the morning of September 30, as Merck & Co. Inc. 's stock was plunging 26%, shares of Nastech Pharmaceutical Co. Inc. were heading 20% the other way....
Join thousands of industry professionals who rely on Scrip for daily insights
Already a subscriber?
One Phase III trial hits but a second study misses by a mile.
Astellas will pay $130m up front for near-global rights to a Phase I/II antibody-drug conjugate that will add to its portfolio of CLDN.18.2-targeted drugs, including Vyloy.
The company has moved quickly to wind down operations after its anti-TIGIT pact with GSK collapsed.
Aurobindo is banking on launches of loss of exclusivity products and biosimilars to fuel sales in Europe as it awaits a US announcement on tariffs and predicts high single-digit growth overall during FY26 for now
South Korean biopharma companies report a mostly solid first quarter, marked by US growth for original drugs, with several also making preparations for possible US pharma tariffs.
Eye drug is already in Phase III trials elsewhere, with results due in Q3. Nicox could earn up to a further €24.5m in milestones and royalties from Kowa alliance.
Spero and partner GSK have Phase III non-inferiority data to support approval of tebipenem as the first oral antibiotic for complicated urinary tract infections.
