Latest from Mandy Jackson
Novo took the biggest stock price hit of all the drug makers with products subject to Medicare price negotiations in 2027 under the IRA, but at least 11 of its peers on the list will be subject to generic competition between 2025 and 2027.
Low on cash when Pfizer handed back rights to its hemophilia A gene therapy, Sangamo is talking to partners for its Fabry disease gene therapy to fund its two lead programs through proof-of-concept.
Daily notebook from the J.P. Morgan Healthcare Conference: Insights from interviews with Astellas, Ultragenyx, Acadia and Tris Pharma; plus updates from Madrigal, Agios and Verve.
Daily notebook from the J.P. Morgan Healthcare Conference: Gilead's getting more selective; new Roche BD head explains strategy; Bayer's optimistic about elinzanetant launch; AbbVie looks to expand in oncology; and Edgewise, Scholar Rock and Ionis talk 2025 plans.
Daily notebook from the J.P. Morgan Healthcare conference: Novartis says Kisqali will be its biggest drug yet; BMS reports strong launch for Cobenfy; Sarepta talks plans for building on Elevidys's success; Lilly updates guidance as tirzepatide slips; and GSK's Miels worked overtime on IDRx.
Daily notebook from the J.P. Morgan Healthcare Conference: J&J's Duato talks about Intra-Cellular deal; GSK's Wood explains how IDRx fits its BD strategy; and Senator Burr says industry needs to look at the long term.