Strategy
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.
The Pierre Fabre-partnered allogeneic T-cell immunotherapy is already available in Europe but hopes of a US approval have been hit by a complete response letter citing problems at a third-party manufacturing facility.
From continuing consolidation on the home market, big pharma appetite to double down on capability centers and notable R&D advances including traction by a second CAR-T cell therapy, the Indian market looks set for an eventful 2025. Scrip spoke to a cross-section of experts to encapsulate some of the key trends in the first instalment of this two-part roundup.
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.
At J.P. Morgan, GSK, Sanofi and Pfizer said they are prepared to address questions about vaccines under a new US administration, while former FDA commissioner Gottlieb warned of threats to public safety.
The FDA has approved the IL-23 inhibitor for Crohn's disease to add to its ulcerative colitis approval and put the drug in a position to compete with the likes of AbbVie's Skyrizi and Johnson & Johnson's Stelara.
Initial excitement over a few small deals announced at the opening of J.P. Morgan tapered off as approaching exclusivity losses, a lack of big takeouts and political uncertainty weighed on sentiment.
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.
On the back of a stellar showing in Phase III, apitegromab is going to be filed in the US and Europe in the coming weeks for spinal muscular atrophy and CEO Jay Backstrom believes it will be a $2bn blockbuster.
More than 30 biopharma executives, investors and industry experts shared their views on the environment for funding and deal-making in the year to come. With a patent cliff looming over big pharma at the same time as technology opens manifold possibilities for new approaches to drug discovery and development, the general view is that 2025 will be a busy year for partnering, with a trend towards earlier-stage deals and milestone-dependent payments.
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.
The chief exec said Moderna plans to work with the incoming Trump administration, but implied hope that US regulatory agencies would heed the scientific consensus on vaccines and focus on risk-benefit.
The US biotech’s Duchenne muscular dystrophy drug is “undoubtedly the most successful gene therapy launch in all of history,” according to CEO Doug Ingram. “We have barely scratched the surface of the opportunity in front of us.”
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.
The US biotech is paying $250m upfront to the Danish group in what is the second STAT6 deal secured in the past three weeks.
PE firms Advent and Carlyle drove the biggest M&A deals in human and animal pharmaceuticals in India during 2024, a year that also saw Lupin strike deals with Eli Lilly and Boehringer Ingelheim to further its ambitions in the fast-growing diabetes space. Which segments look hot and what are the expected trends for deal making in 2025?
With financial and political unknowns largely resolved, and $1.27tn to spend, EY thinks biopharma will address the coming patent cliff with increased merger-and-acquisition activity.
Big pharma is under pressure to find the next big thing, and new launches bring high hopes. But focusing on the number of new drugs approved each year may mislead on the sector’s success if profitability and significant sales elude a majority.
The company’s IgG antibody constructs have now failed in oncology and autoimmune disease, leaving it with few remaining strategic options.
More than 40 industry executives shared their views on where the biopharma industry stands as it enters the new year. Innovation remains the sector’s driving force, but after two years of capital constraint, due diligence is key.