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Yuhan, Luoxin Deal Underscores Asian NSCLC Therapy Needs

 
• By Jung Won Shin

Yuhan and Luoxin's licensing agreement for a third generation EGFR inhibitor, the second such deal between South Korea and China, suggests robust demand for novel drugs for non-small cell lung cancer in Asia.

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Yuhan Corp., a leading South Korean pharma group, has inked a licensing out agreement with Luoxin Biotechnology Co. Ltd. which will grant the Chinese firm exclusive rights to develop, seek regulatory approval, produce and commercialize a novel EGFR inhibitor, YH25448, for non-small cell lung cancer (NSCLC) in China, Hong Kong and Macau.

The deal marks the first big licensing out move in recent years for Yuhan, which has been stepping up its...

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Finance Watch: Just As The XBI Began Turnaround, Trump Upped MFN Pricing Threats

 
• By Mandy Jackson

Public Company Edition: The XBI fund attempted a correction midway through the week ending Aug. 1, but President Trump’s most favored nation drug pricing threats tanked valuations again. In financings, Leads Biolabs raised $189m in a Hong Kong IPO and Abivax closed a $747.5m FOPO.

Regulatory Setbacks Dim Otherwise Strong Quarter For Regeneron

 
• By Alaric DeArment

Eylea HD saw significant sales growth, but the company reported delays in FDA approvals for the drug and a CRL for its CD20xCD3-targeting bispecific for lymphomas.

Metabolic Disease-Focused Poxel Teeters On The Edge

 
• By Andrew McConaghie

The Lyon, France-based company has filed for insolvency and is running out of time to find new funding for its metabolic disease pipeline.

UCB Takes A Bow as Bimzelx HS Launch Achieves Lift-Off

 
• By Manas Mishra

The Belgian company has raised its outlook for full-year sales following a strong launch for Bimzelx in hidradenitis suppurativa in the first half of 2025.

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Most Favored Nation Pricing: Trump Ups Pressure On Voluntary Action, Clarifies Demands

 
• By Sarah Karlin-Smith

The new 60-day deadline for striking a deal with the drug industry underscores the challenges the Administration may be having in developing non-voluntary policies to achieve MFN pricing in the US.

Multiple Factors Driving Japan’s Pioneering Angiosarcoma Pipeline

 
• By Lisa Takagi

Japan has emerged as a global leader in the development of new drugs for the rare cancer angiosarcoma, reflecting its rapidly ageing population and the limitations of current therapies.

Bristol’s Q2 Earnings Homerun Overshadowed By Clinical Trial Review Curveball

 
• By Mandy Jackson

Second quarter revenue and EPS beat consensus and BMS raised its 2025 revenue guidance, but after multiple recent Phase III failures, executives said the company is reviewing studies with near-term readouts.