Scrip's Five Must-Know Things
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.
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.
In this week's episode: Pfizer’s backroom US pricing deal; confusion over Japan’s pharma tariffs; more direct-to-patient schemes in the US; first approval for Novartis’s remibrutinib; and GSK’s CEO to step down.
In this week's episode: Pfizer jumps back into obesity with Metsera bid; Roche maps out its obesity ambitions; UniQure’s encouraging gene therapy results for Huntington’s; BMS plans US pricing for Cobenfy in the UK; and vaccine skepticism affects vaccine commercial prospects.
In this week's episode: GSK announces US investments during Trump’s UK visit; Lilly thinks twice about UK lab investment; analyzing the rise in China R&D and deals; Regeneron CEO on his company’s ignored blockbusters; and AstraZeneca’s COPD trial failure.
In this week's episode: Novo Nordisk cuts 9,000 jobs; deals freshen up Novartis’s cardio franchise; J&J’s Inlexto approval; Summit’s ivonescimab challenges; and FDA’s DTC ad crackdown.
In this week's episode: the US MASH market after Wegovy’s approval; AstraZeneca and Mineralys in close hypertension race; United Therapeutics’ Phase III win in IPF; Corsera aims to predict and prevent cardiovascular disease; and Ionis’s RNA-targeted win in severe hypertriglyceridemia.
In this week's episode: Lilly’s orforglipron strong in diabetic obesity; Ascletis confident in oral GLP-1 challenger; myostatin drugs progress for obesity; an interview with OneSource’s CEO; and an analysis of Dupixent’s pipeline-in-a-product success.
In this week's episode: Madrigal regains MASH lead with EU Rezdiffra approval; Viking’s obesity data scare investors; China assets lead GLP-1 deals; CSL and others restructure; and Indegene exec on DTP and MFN policies.
In this week's episode: a look at the likely top drugs in 2030; Lilly CEO advocates US/Europe pricing rebalance; Insmed sees $5bn-plus market for Brinsupri; royalty deals go mainstream; Phase III win sets stage for Epkinly label expansion.
In this week's episode: Trump ups pressure on MFN pricing; Pfizer says pharma working with Trump on direct sales; Sanofi says direct sales worth considering: Aurigene Oncology CEO on biotech valuations and more; and Novartis progresses pipeline-in-a-product assets.
In this week's episode: EU tariff deal leaves questions for pharma; Prasad’s CBER exit could bode well for genetic medicines; Winrevair grows but Merck & Co. plans cost cuts; Novo Nordisk selects new CEO; and a look at obesity past the GLP-1s.
In this week's episode: Sanofi’s Vicebio buy; Sarepta halts US Elevidys shipments; Novartis warning over Europe; US CRL for Genentech’s Columvi; and an interview with Novavax.
In this week's episode: J&J delivers in Q2 despite Stelara drop; Sarepta cuts jobs as Elevidys slumps; AI is inevitable but needs to be applied appropriately; China’s mid-cap companies thrive; and a look behind Glenmark’s landmark trispecific deal.
In this week's episode: Merck & Co’s Verona acquisition; venture funding plummets in Q2; how Teva is expanding innovation; Apogee’s Phase II eczema win; and a look at India’s wave of licensing.