US-India Trade Deal : Generics Dance Goes On, Oil Prices To Be Watched - Clone

 
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The US-India dance on pharma goes on as they announce a trade deal framework that continues to exempt generics from the reduced 18% tariffs till a “negotiated outcome” is reached post a Sec. 232 investigation. However, oil imports from US could increase costs for Indian pharma firms

Biogen Forecasts 2026 Revenue Decline, But Growth Prospects On The Horizon

 
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The multiple sclerosis portfolio will drag revenue down more than Biogen’s growth products will boost 2026 sales, but Phase III results in lupus and kidney disease could bring two new launches.

Priovant Takes Brepocitinib Ahead After CS Success

 

The company announced positive Phase II results for the JAK1/TYK2 inhibitor in cutaneous sarcoidosis, which has no approved treatments.

Gilead’s Dietmar Berger Reflects On Pipeline After First Year As CMO

 
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Scrip spoke with CMO Dietmar Berger about his views on diversifying Gilead’s virology, oncology and immunology R&D efforts through both in-house research and external innovation.


Finance Watch: Four IPOs In One Week

 
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Public Company Edition: Veradermics grossed $294.8m, while Eikon brought in $381m, AgomAb grossed $200m and SpyGlass raised $150m, bringing this year’s US IPO count to five. Also, Adlai Nortye grossed $140m in a PIPE, while other companies cut jobs and programs.

Narasimhan Impressed With China’s Evolution Into Biopharma Pacesetter

 
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The Novartis CEO believes the west has much to learn, especially in terms of clinical trial regulations and enrolment.

Scrip Asks... What Does 2026 Hold For Biopharma? Part 4: R&D Innovation

 

Enthusiastic predictions from industry leaders for ongoing progress in obesity, oncology, immunology, neuroscience and more were supported by optimism for the potential of AI and other technological advances to enable breakthroughs in processes as well as pipelines.

Eisai Picks Up Henlius’s Serplulimab For Japan In $400m Deal

 
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Henlius planning Japanese NDA by end of March 2027 for ES-SCLC and development in several other indications.


Bristol’s 2026 Revenue Buoyed By Eliquis Ahead Of Ex-US Generic Entries In 2027

 
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The impact of rising demand, Medicare price negotiations under the IRA, Medicaid concessions under its Trump administration drug pricing deal and direct-to-patient sales will combine to boost Eliquis sales this year.

Lilly Takes Incretins Beyond Metabolic Diseases Amid Broader Development Push

 

The drugmaker highlighted a wide array of development programs in its fourth quarter earnings, including moving tirzepatide into multiple inflammatory conditions.

In Latest Blow To Novo, Hims & Hers Launches Compounded Wegovy Pill

 

Novo Nordisk said it will take legal action against mass compounding of the new oral semaglutide formulation by Hims & Hers.

AstraZeneca’s Precision Oncology Approach Applies To Deal, Portfolio Decisions

 
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Given its already large cancer drug pipeline, EVP of oncology R&D Susan Galbraith spoke with Scrip about how AstraZeneca is making precise choices about deals and development programs.


Everest Bags APAC Rights To Micot’s First-In-Class Peptide

 
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Everest Medicine obtains selected commercialization rights to first-in-class, Phase III stage bispecific peptide MT1013 from Shanxi Micot Technology at home. A trial for secondary hyperparathyroidism is due to be completed by year-end in China.

Chinese AI-Driven Drug Developers Rake In VC/PE Funds

 

Among the Chinese AI firms raising new funding, Deep Intelligent Pharma has bagged a total of $110m in two rounds of funding since last December, while Levinthal, OxTium and Aureka have also closed new investment rounds.

Lilly Expects Good Times For Orforglipron After Oral Wegovy’s Success

 

The drugmaker’s sales grew by more than 40% for the fourth quarter and fiscal year 2025, with tirzepatide accounting for more than half of annual sales.

AbbVie’s Deal Focus Is Not Just Early-Stage Assets

 
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With Skyrizi and Rinvoq expected to anchor growth this decade, AbbVie said it will look at big and small assets to help it deliver revenue growth during the 2030s.


Incyte’s Transition From A Jakafi Company To A More Diversified Pharma

 

CEO Bill Meury and president-R&D Pablo Cagnoni outlined the path to reduce Incyte’s reliance on the blockbuster Jakafi as it heads towards loss of exclusivity in 2028/2029.

Novo Takes Gloomy Approach To Cut Weight Of Expectations

 

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.

Novartis Gets Two New Blockbusters In Scemblix And Leqvio

 
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The blood cancer drug and the cholesterol lowerer will be major growth drivers through to 2020 and beyond.

GSK Bets On New Launches And R&D Acceleration As Sales Headwinds Remain

 
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CEO Luke Miels backs GSK’s 2031 sales target of £40bn despite incoming headwinds in vaccines and HIV.