Scrip's Five Must-Know Things
In this week's episode: many blockbusters to fade this year: semaglutide’s India reckoning; multinationals look beyond simple China licensing; Almirall eyes China dermatology assets; EU urged to restore biopharma competitiveness.
In this week's episode: Roche faces giredestrant Phase III setback; founders exit BioNTech; Ipsen to withdraw Tazverik; tough times for Bayer; and another boost for UCB’s Bimzelx.
In this week's episode: smaller companies consider European expansion under MFN; Pfizer CEO on FDA vaccine decisions; what does big pharma want from CRDMOs in AI age; neuroscience funding poised for comeback; and UCB’s big China deal.
In this week's episode: Zealand CEO calls for end to 'weight loss Olympics'; MSD on AI-assisted pipelines; Bruce Levine’s CAR-T stories; biopharma dealmaking bounces back; and 2025 was a tough year for US IPOs.
In this week's episode: Hudson’s legacy at Sanofi; the realities behind Trump’s US pharma investment push; Bayer’s precision medicine approach and growth; clinical trials to look out for this year; and Scrip Asks on AI and operational excellence.
In this week's episode: Scrip Asks on R&D Innovation; Bayer’s “paradigm-changing” stroke results; AstraZeneca’s precision oncology approach; Gilead’s CMO reflects on pipeline; and India’s pharma chiefs on driving innovation.
In this week's episode: Merck looks to fill Keytruda’s shoes; Novartis aims to push through largest expiry period; Novo warns of steep sales decline; Pfizer bullish on obesity; and Lilly expects orforglipron success.
In this week's episode: AstraZeneca’s big China investment pledge; Novartis exec’s warning on early trial competitiveness; Chinese biotechs tap IPOs to fund foreign trials; Merck & Co on winning deals; and breaking down the India-EU free trade agreement.
In this week's episode: J&J’s oncology prospects; GSK’s Rapt deal; 2026’s biggest expected launches; optimistic financial outlook at JPM; and Scrip Asks about the competitive dynamics landscape.
In this week's episode: optimism reigns at J.P. Morgan; Scrip Asks what 2026 holds for capital allocation and dealmaking; EY says keep eye on China as deals grow; Lilly’s Ventyx buyout raises NLRP3 inhibitor interest; and Novo Nordisk Foundation backs Europe startups.
In this week's episode: oral Wegovy launches in the US; the biggest mid-cap catalysts in 2025; small cap pivots and zombie killers last year; commercial headwinds for last year’s launches; and a look at Chinese firms’ global Phase III activity.
In this week's episode: Regeneron caught between success and expiry; Q3’s top 10 drugs; Lilly’s retatrutide raises weight-loss bar; Pfizer stands by vaccines investment; and Sanofi upbeat despite tolebrutinib tribulations.
This week, a focus on key results from the American Society of Hematology meeting: Jaypirca headed for the front line; Kite’s Anito-cel in multiple myeloma; next-generation CAR-T approaches; Kelownia’s early in vivo CAR-T data; and Novartis’s ianalumab’s potential in ITP.
In this week's episode: Trump’s UK drug pricing win; Novo explains semaglutide Alzheimer's rationale; J&J and Novartis on this year’s biggest M&A deals; a look at the mixed performance of CAR-Ts; and Akeso’s goals beyond ivonescimab.
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.