Strategy

Neurogene’s Value Tanks On Gene Therapy Side-Effect Details

 

The company is trading below cash after admitting that an adverse event in a Rett syndrome trial left a patient critically ill.

Q2 Results: What Top Indian Firms Said On China, Deal Appetite, GLP-1s

 

Sun and other major Indian firms outline how things are shaping up for products and manufacturing in China - while it’s a mixed bag, the wider outlook is upbeat. M&A and GLP-1 plays were among other key areas discussed during Q2 earnings.

Grifols Could Be Set For More Turmoil With Imminent €7bn Takeover Bid

 
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After completing due diligence, private equity firm Brookfield is reportedly close to launching an offer of €10.50 euros per share to acquire the Spanish major. Given that at least one investor believes Grifols is worth at least €20 a share, sparks could fly.

Halozyme Bid For Evotec Does Not Look High Enough

 
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The US firm wants to hook up with the German group to create a global innovative services company but its €11.00 per share cash offer looks unlikely to sway Evotec shareholders.


Korea Q3 Results Roundup: Lazertinib Boosts Yuhan, Hanmi Dispute Simmers

 
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Yuhan eyes successors to lazertinib after US approval, leadership dispute at Hanmi drags on and SK Bioscience completes CDMO acquisition.

Bayer Will Not Take Risky Bets To Close Xarelto Revenue Gap

 
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The German major’s CEO Bill Anderson will not be tempted to go out and make a big bid on a late-stage asset to fill the revenue gap caused by Xarelto’s patent expiries, telling Scrip that " in the pharma business, that's pretty much worse than going to the casino.”

Muscling Into The Obesity Market

 

At a recent conference, executives from Boehringer and Amgen laid out their expectations for the future of obesity and how they intend to navigate the changes.

Almirall Insists Costly Ebglyss Launch Is Progressing Well

 
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The Spanish company's Lilly-partnered atopic dermatitis drug is enjoying a decent launch in Germany and in other European countries, "we are getting the price that we wanted," claims CEO Carlos Gallardo.


Europe Biotech Sector Superb At Science But Still Scared To Take Risks

 
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Medixci’s Nick Williams told attendees at BIO-Europe that it was a shame that promising biotechs head to the NASDAQ as soon as possible. He and called for a change in culture from investors and for them to back the continent’s start-ups with proper funding.

Wegovy In The Wings, Novo Outlines Potential, Sizes Up Perceptions In India

 

Novo Nordisk India MD talks to Scrip about what to expect when Wegovy arrives in India and the local trajectory of Rybelsus. The Danish group also shared findings of a study around obesity.

As China Biotechs Mull Global Approaches, Commercial Insurance Holds Key To Domestic Success

 
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Low prices and intense competition for innovative drugs at home continue to drive Chinese biotechs' globalization. Broader domestic commercial health insurance might provide the key to change.

FTC Under Trump Likely to Maintain PBM Focus But M&A Oversight May Moderate

 
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With Chair Lina Khan expected to exit the commission, the incoming administration may consider elevating one of the Republican commissioners on the panel to succeed her, at least on an acting basis.


Novo Nordisk Still On The Lookout For Diabetes Innovations

 
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The Denmark-based major intends to build on its heritage in diabetes and is keen to hear from innovators in a space where prevalence is on the rise but is not being served by improved new products.

Ionis Looks Ahead To Commercializing Its Own Products

 
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Beyond its cardiovascular partnership with AstraZeneca, Ionis is getting ready to launch antisense drugs for familial chylomicronemia syndrome and hereditary angioedema.

How To Speed Up MLR Reviews: A Master Class By J&J, UCB, ex-Takeda Heads

 
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A panel of experts from J&J, UCB and Takeda deliberated on the use of AI and internal processes to strike the right balance between speed and accuracy in MLR reviews that could protect a company from serious repercussions

Volastra Aims To Terminate Cancer Relying On Chromosomal Instability

 

Emerging Company Profile: Volastra is testing two KIF18A inhibitors in early clinical trials in ovarian cancer, backed by investors like Polaris Partners and ARCH Ventures.


Compass Antidepression Psychedelic Still On Course Despite Delays

 
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The company, now the most advanced clinically in the psychedelic space after the rejection of Lykos's MDMA-based post-traumatic stress disorder drug, is cutting its workforce by a third and narrowing its research focus after shifting the timeline for its late-stage depression candidate.

AbbVie’s New Era: Skyrizi Sales Top Humira For First Time

 
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Uptake in immunology, gastrointestinal and dermatology indications have enabled Skyrizi to post 51% year-over-year growth, and overtake sales for biosimilar-challenged stalwart Humira.

Biogen Joins Molecular Glue Degrader Club with Neomorph Pact

 
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As it posts third-quarter numbers that again reveal the decline of revenues from its multiple sclerosis portfolio, the US biotech major is entering into the hot area of targeted protein degradation to boost its immunology and neurology pipeline.

Pfizer’s Bourla Defends Strategy In The Wake Of Starboard’s Activist Investment

 

CEO Albert Bourla said Starboard Value’s push for change at Pfizer is coming 15 months late as the company is already executing a five-point plan to cut costs and pivot on strategy.