J.P. Morgan Notebook: Priorities For The Year Ahead

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.

Vaccine Manufacturers Prepare To Fight Disinformation With Transparency

 

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.

Editas Looks To Upregulate Its Fortunes With In Vivo Editing

 

After ditching its clinical-stage ex vivo candidate in December, the CRISPR-based company is starting all over again with a focus on in vivo therapies and upregulating beneficial genes.

Deals And Sunshine At J.P. Morgan, But Biopharma Outlook Remains Mixed

 

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.


J.P. Morgan Notebook: Big Pharma’s BD Goals For 2025

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.

Deal Watch: Bausch Companies Set Hectic Pace At J.P. Morgan With Five Deals

 
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Plus deals involving Lantheus/Life Molecular Imaging, Teva/Klinge/Formycon, X4/Norgine, Biohaven/Merus, Lilly/Mediar and more.

Avidity Set To File First Of Three Muscular Dystrophy Drugs In 2025

 

The company is moving quickly to bring its antibody oligonucleotide conjugates to patients in three separate muscular dystrophy diseases, causing unease for its rivals.

Scholar Rock Does Its Homework For Successful SMA Launch

 
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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.


J.P. Morgan Notebook: New Launches Are Delivering Big For Big Pharma

 

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.

CEO Bancel Says Moderna Was ‘Too Logical’ On COVID-19 Vaccinations

 

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.

Sarepta Bullish After Another Big Beat For Elevidys

 
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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.”

Wave Wants To Put The Joy Back Into Weight-Loss Drugs

 

The company believes its WVE-007 can improve on GLP-1 agonists by preserving muscle mass while also not interfering with the pleasure of eating. Promising mouse data are still to be confirmed in humans, however.


J.P. Morgan Notebook: How New Deals Fit Into BD Strategies

 

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.

Lilly Pays Up To $2.5bn For Scorpion, Will Put Big Pharma Muscle Behind PI3Kα Inhibitor

 
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Scrip spoke with Lilly chief medical officer David Hyman at J.P. Morgan about the company’s oncology dealmaking strategy and plans for Scorpion’s selective PI3Kα-targeting asset.

J&J To Buy Intra-Cellular, Psychiatric Drug Caplyta For $14.6bn

 
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Johnson & Johnson started the M&A year with a bang at the J.P. Morgan meeting, unveiling its $14.6bn bid for Intra-Cellular. The deal would bolster its neuroscience portfolio and pipeline.

Gilead and Leo Pact Adds Fuel To Hot STAT6 Inflammation Space

 
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The US biotech is paying $250m upfront to the Danish group in what is the second STAT6 deal secured in the past three weeks.


GSK Kicks Off M&A Push As Deal Speculation And Sunny Skies Set The Scene For J.P. Morgan

 

GSK will pay up to $1.15bn for IDRx, Lilly is said to be making a play for Scorpion, Biogen offered to buy Sage and Gilead announced a partnership with Leo Pharma ahead of the J.P. Morgan Healthcare Conference.

JPM 2025: Deals, Politics And Parties To Welcome A New Year For Pharma

 

Politics and policy may get as much attention as deals at the J.P. Morgan Healthcare conference, as this year’s meeting comes just before the inauguration of Donald Trump as US president.

Sweden’s Mendus Clears Regulatory Path For Vididencel Registration Trial

 
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Following promising Phase II data presented at ASH on the company's allogenic leukemia-derived dendritic cell vaccine, Mendus has secured support from the FDA and the EMA for pivotal studies starting later this year.

ASH: AbbVie/Genmab Look To Stake Anti-CD20 Bispecific Claim In CLL

 

Data presented at the ASH conference showed high overall response and complete response rates in heavily pretreated CLL patients with Epkinly.