This week: 2027 medicare price cuts likely not as large as CMS estimates; Zai Lab leads DLL3 lung cancer ADC race; Phase II failure for J&J’s Alzheimer’s asset posdinemab; Bayer's positive Phase III data for asundexian in stroke; and Pfizer/Astellas’s Padcev's first big win in bladder cancer study.
In this week's episode: obesity beyond GLP-1s; biotech leaders bullish as M&A heats up; BMS’s milvexian setback; clinicians on evolution of MASH treatment; and Japan H1 results mixed.
In this week's episode: Pfizer’s unwavering pursuit of Metsera; Lilly’s obesity momentum; Merck & Co.’s MFN negotiations; Novartis’s promising Sjögren’s results; and the rising Chinese pressure on US innovation.
With Sidley attorney Robert Darwin and EY economic analyst Arda Ural, Scrip looked at recent deals, the potential for more deals in the obesity space, and what type of assets might be most in demand.
In this week's episode: third quarter dealmaking picks up; Novartis still has M&A firepower even after Avidity acquisition; Hanmi’s obesity contender shows Phase III promise; NVIDIA partnership progresses Lilly’s AI plans; and Lilly builds gene therapy push with Adverum buy.
This week a focus on the European Society for Medical Oncology meeting in Berlin: Enhertu in early-stage breast cancer; Padcev/Keytruda in bladder cancer; Phase III wins for Pluvicto; Trodelvy and Datroway in breast cancer tussle; and Merck & Co. raises hopes in breast cancer.
In this week's episode: big pharma still sees value in cell and gene therapy; what to look out for at ESMO; world first for Kelun’s TROP2 ADC; J&J expects alignment with White House policies; and industry uncertainties aired at BioFuture meeting.
In this week's episode: biopharma financing regaining optimism; larger CAR-T indications to strain healthcare capacity; Galderma punching above weight in dermatology; Amgen’s direct-to-patient Repatha program; and Datroway’s survival success in breast cancer.
