Scrip
Public Company Edition: Some firms – including Johnson & Johnson and Opus Genetics – are pursuing funding alternatives, including royalty financings and other options, while Celldex raised $345m from a straightforward follow-on offering.
Partnered since 2016 on targeted protein degradation, Roche and C4 now will combine technologies and capabilities to develop DAC therapeutics for cancer.
The company will also sell nearly all of its marketed assets, except the drug Rolvedon, to Cosette Pharmaceuticals, including Sympazan for Lennox-Gastaut syndrome.
Recent changes in the industry include internal moves at Takeda, Moderna, Gilead Sciences and Bayer, plus Proxygen gets a new CSO from Blueprint Medicines.
High post-approval costs, weak returns and low initial uptake continue to weigh on antibiotics.
Under the new US tariff regime on imported pharmaceuticals, it’s unclear whether or how steep the extra duties may be on six Chinese innovative drugs that have been approved by the US FDA since 2023.
Ubl notched wins and losses on drug pricing reform during his more than 10 years at the trade association.
Under its Project BioShield program, BARDA could buy up to $482m of the antibiotic for infections caused by Gram-negative pathogens including pneumonia and urinary tract infections.
The hedge fund said it plans to vote against the vaccine maker’s board nominees and criticized what it called insufficient cost-cutting by the company.
Private Company Edition: Syneron completed a $150m series B round, Sidewinder raised $137m in series B cash and Stipple Bio came out of stealth mode with $100m in series A funding. Also, BSM Biotech Holding launched in Germany to create IND-ready start-ups.
Low expectations of success in hidradenitis suppurativa and growth in its established indication mean Brinsupri’s Phase II trial miss is unlikely to concern investors too much.
The battle royale for semaglutide dominance in India continues with court action expected to play out later this month pertaining to the oral version of Novo’s GLP-1 receptor agonist which appears to have the carrier molecule SNAC as the key infringement trigger against Torrent and Dr Reddy's.
Zydus Lifesciences’ previously announced licensing of Korean firm PRG’s Progerinin might not just add to its drug portfolio but also might be a positive given the recently announced US pharma tariffs and exemptions
Including deals involving Biogen/Alloy, Halozyme/Vertex, NEC/Transgene, Jazz/Ohara, Aurinia/Kezar, AbClon/Chong Kun Dang, Almirall/Huaota and more.
The company said the acquisition of Tubulis, with which it has collaborated since late 2024, would help it build leadership in oncology.
Elsunersen significantly reduced seizures in children with an inherited epilepsy condition, bolstering Praxis’ hopes of building a multi-billion dollar neuroscience portfolio.
The trade wars of 2025 resulted in dollar weakness, which boosted revenues of global pharma companies reporting in other currencies. But the different war in the Middle East this year may reverse that advantage and benefit US pharma companies in their first-quarter results.
Sanofi reported mixed Phase II results for lunsekimig, with positive data from a pair of respiratory disease trials and a miss in atopic dermatitis, while analysts continue to anchor expectations on its late-stage development in asthma and related indications.
At $7.94bn, the first quarter of 2026 fell only slightly below the $8.04bn in venture capital raised by biopharma companies in Q4 of 2025, which was the biggest quarter in years.
Building a portfolio led by three first-in-class potential blockbuster products drove Neurocrine’s willingness to pay a premium to get Vykat XR, which may not face any imminent competition.



















