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Inflammation: A Hot Space Gets Complicated

 
• By Marc Wortman

The inflammatory cascade linked to autoimmune disorders like rheumatoid arthritis, psoriasis, systemic lupus erythematosus, Crohn's disease, multiple sclerosis, ankylosing spondylitis, and transplant rejection causes heat. It also sparks biotech dealmaking. Lots of it and at high premiums for even midstage licenses. Even as the biodollars grow, the expansion of therapeutics and maturing of the marketplace could lead to new complexities that predict both opportunity and risk for emerging companies.

The inflammatory cascade linked to autoimmune disorders like rheumatoid arthritis, psoriasis, systemic lupus erythematosus, Crohn's disease, multiple sclerosis, ankylosing spondylitis, and transplant rejection causes heat. It also sparks biotech dealmaking. Lots of it and at high premiums for even midstage licenses. Even as the biodollars grow, the expansion of therapeutics and maturing of the marketplace could lead to new complexities that predict both opportunity and risk on the horizon.

Cephalon Inc.'s very recent and very deep and fast plunge into the inflammatory autoimmune disease space provides one example...

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Final Chance To Have Your Say: Take Scrip's Reader Survey This Week

 
• By Eleanor Malone

Editor’s note: This is your final call to participate in the survey to better understand our subscribers’ content and delivery needs. The deadline is 20 September.

Shape Our Content: Take The Reader Survey

 
• By Eleanor Malone

Editor’s note: We are conducting a survey to better understand our subscribers’ content and delivery needs. If there are any changes you’d like to see in the coverage topics, content format or the method in which you receive and access Scrip, or if you love it how it is, now is the time to have your voice heard.

Galapagos Expands Point-Of-Care CAR-T Study To The US

 
• By Andrew McConaghie

CEO Paul Stoffels said gaining US clearance for an IND for its novel CAR-T product was demanding, but now opens up a pathway towards a pivotal study starting in 2025.

Analysts Split On Eisai’s Chances Of Changing EU Regulator’s Mind On Leqembi

 
• By Andrew McConaghie

A final rejection of Leqembi could also spell the same fate for Lilly’s rival drug but public outcry and demand for Alzheimer’s therapies might force the regulator’s hand

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In Brief: Nanoscope Ploughs Forward With FDA Application For Retinitis Pigmentosa Gene Therapy

 
• By Manas Mishra

Nanoscope’s experimental gene therapy, MCO-010, is designed to target the broader retinitis pigmentosa population, regardless of the underlying gene mutation, with a completed US regulatory submission expected in early 2026.

Stock Watch: Pharma Financial Forecasts Cannot Withstand Headwinds Forever

 
• By Andy Smith

Pharma company financial guidance emerged largely unscathed from a first quarter punctured by a weakening US dollar and threats of import tariffs on drugs. With other pressures either already evident or on the horizon, guidance revisions may be unavoidable.

Q2 Korea Biotech Roundup: Licensing Deals End, Trials Progress, IPOs Recover

 
• By Jung Won Shin

Aside from several sizable global out-licensing deals, South Korean bioventures saw a cancellation of other alliances, updated their pipelines with losses and gains and reported clinical trial progress in the second quarter, while domestic IPO sentiment also improved.