A growing number of competing companies are taking fresh approaches to treating lupus. Genentech and MedImmune, for instance, are each working on antibodies intended to directly bind the cytokine known as interferon-alpha, and inhibit its inflammatory effects. Start-up Resolve Therapeutics LLC is developing a compound intended to act in the same pathway as Genentech's and MedImmune's antibodies, but upstream of alpha-interferon. The idea is not to block production of interferon itself, but rather to block events that company founders believe trigger alpha-interferon production in lupus patients.
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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.
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
Leading a field of rival potassium channel modulators, azetukalner will have a pivotal epilepsy readout early next year, with Phase III trials in depression and biopolar disorder also underway.
The investor enthusiasm that greeted initial second-quarter pharma earnings announcements was dampened by the results from Sanofi and Merck & Co. Sanofi was particularly punished by investors despite overall growth, while Merck’s revenue fall was probably baked into expectations.
Most major Japanese firms report generally positive fiscal first quarter results, led by mainstay growth and despite lower currency effects. But the future impact of any US pharma tariffs remains an overhang.
