Alimentary/Metabolic


Lilly’s Head-To-Head Trial Reaffirms Zepbound Efficacy Versus Wegovy

 

Zepbound led to greater weight loss versus Wegovy in a Phase III trial, bolstering its position as the superior product in the fast-growing obesity space.

Sanofi-Backed Resalis Brings MicroRNA To Obesity

 

Emerging Company Profile: Resalis will soon start human trials of an oligonucleotide targeting a microRNA that is overexpressed in obese mice, but much remains to be proven in humans.

Hua’s China Deal With Bayer For Novel Oral Diabetes Drug Collapses

 

Hua Medicine’s HuaTangNing (dorzagliatin), the world’s first approved glucokinase activator, has apparently fallen short of restoring Bayer to its pre-2020 frontrunner position in China’s market for oral type 2 diabetes drugs, and the two companies' alliance is now set to be dissolved.

Amgen’s Phase II MariTide Data Lack Clarity Market Hoped For

 
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Much anticipated Phase II results in obesity for Amgen’s GLP-1 agonist/GIP antagonist showed up to 20% weight loss, but without detailed data the drug’s competitiveness is hard to ascertain.

Anti-infective


Benzos to Breakthroughs: Bill Burns on Roche’s Transformation

 
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Former Roche CEO Bill Burns reflects on transforming Roche into a global leader in specialty care and oncology. Now, as he spearheads efforts to combat antibiotic resistance, Burns shares insights on industry evolution, the power of cultural change, and the urgent need for a new business model in antibiotics development.

Atea Aims For Underserved HCV Niche With Combo Regimen

 
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With high SVR rates and good safety/tolerability in Phase II, Atea hopes to take its antiviral combo into Phase III. It sees a need for hepatitis C regimens that boost therapeutic compliance.

Two Hepatitis D Candidates Take A Step Towards The Market

 

Recent data put Vir and Bluejay ahead of the pack, but it is hard to know exactly how well their products work.

Gilead Gears Up For CAR-T Data At ASH As Competition Weighs On Yescarta

 

The drug maker said in its third quarter earnings report that competition from other therapeutic classes, particularly bispecifics, resulted in a slight decline of sales for the CAR-T.

Anticancer


CG Oncology Is Building A Best-In-Class Profile In NMIBC

 
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The biotech’s Phase III data with an oncolytic immunotherapy for non-muscle invasive bladder cancer shows high complete response rates, duration of response and good safety/tolerability.

With Plethora Of New Myeloma Treatments, MMRF Study Aims To Better Guide Use

 

The MMRF aims to incorporate a variety of new bispecific antibodies, cell therapies, checkpoint inhibitors and novel small molecules into the Horizon study.

GSK Expands Its Oncology Options With DualityBio And Rgenta Deals

 

The company is keeping up a flow of deals in oncology, opening up access to a range of new modalities and potential future combinations with two new tie-ups.

Benzos to Breakthroughs: Bill Burns on Roche’s Transformation

 
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Former Roche CEO Bill Burns reflects on transforming Roche into a global leader in specialty care and oncology. Now, as he spearheads efforts to combat antibiotic resistance, Burns shares insights on industry evolution, the power of cultural change, and the urgent need for a new business model in antibiotics development.

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


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.

Pfizer’s Hympavzi May Fall Into Hemophilia B Niche

 

The US FDA approved the drug for hemophilia A and B, and while it may struggle to compete in hemophilia A against Roche’s Hemlibra, it has a big convenience advantage in hemophilia B.

Recordati Takes On New Debt To Fund $825m Enjaymo Buy

 

Once the deal with Sanofi closes, the rare disease drug will become one of Recordati’s fastest forecast sellers.  

Pfizer Withdraws Oxbryta, But Overall Market Impact May Be Limited

 

The withdrawal amid concerns about the risk-benefit ratio reduces treatment options for sickle cell disease, but it is not expected to have much effect on the SCD market, including the gene therapies.

Cardiovascular


Stock Watch: AHA Conference Disappointments

 
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Presenting data or announcing a licensing transaction at an appropriately themed conference would normally be expected to be viewed favorably by investors. This is not always the case, however.

Idorsia And Medigene Cut Jobs To Keep Going

 

Both companies are seeking to license their products as they try to stretch their dwindling cash.

BridgeBio’s Attruby Could Benefit From ‘Best-Case’ Label, Lower Price

 

The US FDA approved the TTR-stabilizing drug for ATTR-CM, with the drugmaker pricing it below that of Pfizer’s Vyndaqel/Vyndamax.

NewAmsterdam’s Obicetrapib Boosts Approval Potential With Positive Combo Data

 

The company announced results of the TANDEM study combining the CETP inhibitor with ezetimibe, following successful monotherapy trial data announced in July