Latest from Ian Haydock
This week: 2027 medicare price cuts likely not as large as CMS estimates; Zai Lab leads DLL3 lung cancer ADC race; Phase II failure for J&J’s Alzheimer’s asset posdinemab; Bayer's positive Phase III data for asundexian in stroke; and Pfizer/Astellas’s Padcev's first big win in bladder cancer study.
In this week's episode: obesity beyond GLP-1s; biotech leaders bullish as M&A heats up; BMS’s milvexian setback; clinicians on evolution of MASH treatment; and Japan H1 results mixed.
In this week's episode: Pfizer’s unwavering pursuit of Metsera; Lilly’s obesity momentum; Merck & Co.’s MFN negotiations; Novartis’s promising Sjögren’s results; and the rising Chinese pressure on US innovation.
In this week's episode: third quarter dealmaking picks up; Novartis still has M&A firepower even after Avidity acquisition; Hanmi’s obesity contender shows Phase III promise; NVIDIA partnership progresses Lilly’s AI plans; and Lilly builds gene therapy push with Adverum buy.
This week a focus on the European Society for Medical Oncology meeting in Berlin: Enhertu in early-stage breast cancer; Padcev/Keytruda in bladder cancer; Phase III wins for Pluvicto; Trodelvy and Datroway in breast cancer tussle; and Merck & Co. raises hopes in breast cancer.
Innovent sees huge new alliance with "best partner" Takeda as providing a major boost to its globalization ambitions.
