Alimentary/Metabolic


Stock Watch: Novo Nordisk, Lilly Usher In GLP-1 Halo Effect

 
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Two pharmaceutical companies reporting bumper sales in the hot areas of diabetes and obesity may have helped a thaw in sector sentiment.

Apollo Awaits First Proof-Of-Concept Data For Atopic Dermatitis Drug

 

Having built its portfolio from university collaborations and targeted in-licensing, the UK firm now hopes to validate its business model with Phase II readouts in 2025.

Compounded GLP-1s For Obesity: Is The Genie Out Of The Bottle?

 
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Patient demand for compounded versions of FDA-approved obesity drugs is unlikely to dissipate, even if semaglutide’s “shortage” status is resolved. The issue likely will continue to be a high-profile concern for the brand industry.

Inventiva Tries Restructuring To Reach Phase III Finish Line In MASH

 
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Large headcount reduction and ending preclinical programs may give Inventiva runway to report Phase III data for lanifibranor that are expected during the second half of 2026.

Anti-infective


Bavarian Nordic Has Age Advantage For Chikungunya Vaccine, For Now

 

The FDA approved Vimkunya on 14 February as the first vaccine for preventing chikungunya in adolescents as well as adults.

Arcturus and CSL Take on Pfizer With Longer-Lasting COVID Vaccine

 
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Kostaive is the first self-amplifying mRNA COVID-19 vaccine to receive approval from the European Commission and could provide serious competition to Pfizer/BioNTech's Comirnaty and Moderna's Spikevax.

GSK To Maintain Lead With Newly Approved Meningococcal Vaccine Penmenvy

 

Pfizer has been unable to take a big slice of the meningococcal vaccine market with Penbraya and now GSK looks set to consolidate its lead with its new 5-in-1 vaccine.

10 Clinical Trials To Look Out For In 2025

 

Scrip surveys some of the more interesting Phase III clinical trial readouts expected this year.

Anticancer


Novartis Development Head On The India Hub, AI And Not Doing ‘Me Too’ Stuff In Obesity

 

Novartis president, development and chief medical officer talks about the pivotal role of the development India hub in progressing breakthrough drugs, how AI is delivering gains in the trials arena, driving focus in the R&D engine and the Swiss group’s approach in the obesity space.

2025’s Biggest New Launches

 

Big pharma once again fails to dominate the top 20 expected best sellers from products due for launch this year. Small-to-medium pharma account for nearly half the list, while Vertex has two products in the top five.

Arcus’s Casdatifan Differentiates, But Data Overshadowed By Gilead Opting Out

 
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With new Phase I/Ib results in kidney cancer, the HIF-2a inhibitor outshines Merck’s Welireg, but longtime Arcus partner Gilead decided not to exercise its option for casdatifan.

Alligator Snaps Back Into Shape With Cash And FDA Backing

 
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The Swedish biotech has held positive talks with US regulators about the Phase III design for its pancreatic cancer candidate, mitazalimab. Now it needs to pin down a partner.

Antiparasitic


Novartis Measures Malaria Success On Impact Rather Than Money

 
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The Swiss major’s global health chief Lutz Hegemann tells Scrip on a trip to Rwanda that being a profitable enterprise while helping to improve access to new and older therapies for those who need it most is the real measure of a successful business.

Tarsus Demonstrates Lotilaner’s Potential In Preventing Lyme Disease

 
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Lotilaner, the active ingredient in Tarsus’s Demodex blepharitis drug Xdemvy, showed significant ability to kill ticks in a small Phase IIa study. Analysts call the Lyme program a likely out-licensing opportunity for Tarsus.

Serum-Biocon Deal Sees COVID Reality Tweak Even As Oxford’s Malaria Vaccine Holds Promise

 
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Gains from its COVID-19 vaccine made Serum Institute’s founder the world’s richest healthcare billionaire. But the demand for boosters hasn’t materialized as expected, leading to a deal with Biocon being tweaked. Meanwhile, gains from India’s first indigenously-developed HPV vaccine and Oxford-partnered malaria vaccine seem imminent.

Tech Transfer Roundup: Tiba And CEPI Strategize Together On ‘Disease X’

 
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Immix collaborates with Israeli research institutions on BCMA-targeted CAR-T therapy. NeoImmuneTech/NIAID alliance could pave way for “animal rule” approval in acute radiation syndrome.

Blood and Clotting


With Phase III Success, PharmaEssentia To Seek Besremi Label Expansion (Update)

 
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Taiwan-based PharmaEssentia hopes to add essential thrombocytopenia to the label for its pegylated interferon product, already approved to treat polycythemia vera.

Regeneron Will Move Two Factor XI Agents Into Phase III

 
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With successful Phase II data versus active comparators for both REGN7508 and REGN9933, Regeneron hopes to position the candidates to compete against existing factor X products.

ASH: Pfizer’s Hemophilia A Gene Therapy May Have Slight Liver Safety Advantage

 
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Hematologists’ concerns about hepatoxicity with hemophilia A gene therapies may limit use, but Phase III data for Pfizer’s candidate at ASH show a lower rate of ALT increases than seen with BioMarin’s Roctavian.

Keros Monetizes Hematology Asset In Deal With Takeda

 

Takeda will pay $200m up front for rights to Phase II elritercept for anemia in patients with MDS and myelofibrosis, allowing Keros to extend its cash runway to 2028.

Cardiovascular


Novartis Welcomes Abelacimab Back Into The Fold With Anthos Acquisition

 
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The Swiss major may have to pay over $3bn for the dual-acting Factor XI/XIa inhibitor that it originally developed before the drug was passed on to Anthos Therapeutics, founded by private equity firm Blackstone and the Swiss major in 2019.

AstraZeneca’s $80bn Ambition Riding On This Year’s Phase III Readouts

 

The company needs a string of Phase III wins this year to keep on track to reach $80bn revenues in 2030, with analysts still skeptical. Meanwhile, investors were relieved to learn that any fine related to a China corruption probe would be relatively modest.

Merck Halts Another Winrevair Study Early

 
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The Phase III HYPERION study in recently diagnosed PAH is ending early due to sotatercept’s strength. Phase III ZENITH similarly stopped early in November.

Tectonic’s Plates Shift On Positive Phase Ib PH-HFpEF Data

 

The company announced data that exceeded expectations and prompted a jump in its stock price shortly after its shares plunged on news of a related Lilly drug’s discontinuation.