Latest from Andrew McConaghie
The company hopes to prove its RNAi platform is the most versatile and potent in cardiometabolic therapies in 2026 – and win one over on its long-standing rival, Ionis.
Monthly obesity therapies may not have to rival the efficacy of weekly injections if they can be more convenient and help patients stay on treatment longer.
New CEO Mike Doustdar believes Novo Nordisk can win in the lower-price, higher-volume consumer market for obesity drugs – but is nonetheless preparing investors for a hit to sales and profits in 2026.
The Danish firm’s share price plummeted as it revealed its most favored nation pricing deal would cut deep into sales and profits in 2026, although offset somewhat by strong launch of the Wegovy pill.
Safety concerns look to have finished off Sanofi’s competitor, tolebrutinib, leaving Roche’s fenebrutinib as the possible first-in-class BTK inhibitor for multiple sclerosis - but much still depends on a final Phase III readout.
A complete response letter will delay Joenja’s US growth, which Pharming needs as its flagship product, Ruconest, faces growing competition.
