Scrip's Five Must-Know Things
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.
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.