Trends To Track In India: Deals, Big Pharma GCC Strategy And CAR-Ts In Motion

 

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.

Asia Deal Watch: Regenxbio Licenses Two MPS Gene Therapies To Nippon Shinyaku

 

Plus deals involving Simcere/AbbVie, Daiichi Sankyo/Glycotope, Telix/ImaginAb, Harbour/Kelun/Windward, Insilico/Menarini, Samsung Bioepis/Teva, HealZen/J&J, Zai Lab/Vertex, Zai Lab/MediLink and Primrose/Serum Institute of India.

Acepodia Plays Dual-Payload Ace To Join Global ADC Race

 

Acepodia’s dual-payload antibody-drug conjugates can link multiple tumor-killing agents without antibody modification. Apart from a GPC3-targeting candidate, the Taiwan-US biotech is also working on a bispecific antibody ADC with two different payloads, its CEO tells Scrip in an interview.

Meiji Seika Pharma Files Japan Lawsuit Over Kostaive Misinformation

 
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The Japanese pharma firm has sued a politician claiming defamatory actions on social media around its novel COVID-19 vaccine.


What Will Fuel M&A Fire In 2025, Will PE Firms Star In Biggest Deals In India Again?

 
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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?

Chinese Firms Expand Solo Global Phase III Activity Including US Sites

 

Throughout 2024, Chinese firms as sole sponsors initiated a total of seven global Phase III trials that including US sites. BeiGene, Genfleet and InnoCare are expected to add four similar studies this year.

Lens On Pharma Marketing ‘Ploys’ In India: Can The Genie Be Tamed?

 

India cracks down on unethical marketing practices, with AbbVie in the eye of a storm for allegedly violating norms. While the action sends the right signal, a wider clean up including in the devices segment, where things may be “more harmful” may not be easy, say some experts.

Five Themes For Korean Biopharma In 2025

 
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Scrip picks five key themes that dominated biopharma developments in 2024 and look set to continue to influence the industry throughout this year.


Another Major DLL3 ADC Alliance As Hengrui Links With IDEAYA

 

The new year has already brought multiple deals for China-originated antibody-drug conjugates in the DLL3 class, which companies in the country dominate.

CARsgen Claims First Clinical Win For CLDN 18.2 CAR-T In G/GEJ Adenocarcinoma

 

CARsgen's anti-Claudin 18.2 CAR-T therapy satricabtagene autoleucel has met its endpoint in a pivotal Phase II trial in later-stage gastric/gastroesophageal junction adenocarcinoma, paving the way for a China NDA filing.

Amgen Fortifies JAPAC Presence Despite Political, Policy Uncertainties

 
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US firm is using a mix of partnerships and direct presence to build its operations in Asia, which will focus on novel drugs.

Asia Deal Watch: Kaken Obtains Aadi Subsidiary And Cancer Drug Fyarro

 

Plus deals involving Hangzhou DAC/Aadi, Astellas/Sangamo, Kyorin/Bayer, Eisai/Newron, Lupin/Boehringer Ingelheim, Asahi Kasei/Chiome and more.


Merck KGaA, Aragen Execs On AI-Led Drug Discovery, Incubator Set-up, US Tariffs And More

 
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Merck’s India head for process solutions and Aragen Bioscience’s CEO talk about an incubator set-up and AI-led drug discovery to enable India’s research ecosystem, US tariffs on China, ADC and GLP-1 development, funding path for Goldman Sachs-investee Aragen and more in this video interview

TCE Specialist CytoCares Makes Inroads Into Autoimmune Space

 

CytoCares’ CEO shares plans for CC312, a potentially first-in-class trispecific antibody for autoimmune disorders it sees as differentiated from global rivals.

How Sanofi Is Shaping Plug-And-Produce Manufacturing

 

Sanofi's EVP, manufacturing and supply, Brendan O’Callaghan, tells Scrip how modular concept manufacturing at a new site in Singapore can drive efficiencies and minimize downtime, with technologies such as digital twins expected to further improve operational metrics.

Sumitomo In Cell Therapy Pivot With New JV, US Sales Push

 
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The struggling Japanese pharma group is aiming to grow its new cell therapy business in the US and Japan to $2.3bn by the late 2030s.


Few Blockbusters So Far From China’s First-In-Class Innovation

 

Some five years on from the first approval of a novel drug originated in China, 10 first-in-class drugs of Chinese origin have been commercialized. But the results have been mixed, with few actual or potential blockbusters.

Inhaled Insulin Gets India Go-Ahead – KOLs Assess Role

 

Cipla secures regulatory approval for partner MannKind’s Afrezza following a Phase III trial in India. KOLs signal nuanced enthusiasm for the inhaled insulin which is approved in the US and Brazil.

GenAI Gains Ground In Japanese Pharma

 
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Several Japanese pharma firms are developing use cases for GenAI beyond R&D, in some cases boosting their capabilities with an Nvidia-backed supercomputer platform.

Boehringer Cashes In Co-Marketed Empagliflozin Brands Ahead Of India Patent Expiry

 
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Boehringer Ingelheim’s sale of three diabetes brands in India, with the same composition as Jardiance, Jardiance Met and Glyxambi, to Torrent comes ahead of the expiry of the Indian patent for empagliflozin. A launch for other indications is also expected.