Key Development Vietnam’s Ministry of Health is seeking feedback on a draft amendment to Circular 26/2025/TT-BYT that would expand the... Read more
Category: Uncategorized
FDA APPROVES INLURIYO–VERZENIO: LILLY IS NOT JUST ADDING A COMBINATION — IT IS DEFENDING AN ENTIRE BREAST CANCER FRANCHISE
Key Development 11.1 months versus 5.5 months. That was median progression-free survival for Inluriyo plus Verzenio compared with Inluriyo alone... Read more
RETENSION AND TREX BIO FILE FOR IPOs: THE BIOTECH CAPITAL WINDOW IS OPEN — BUT IT IS NO LONGER FORGIVING
Key Development Two biotechs filed for IPOs on the same day, yet one held nearly $91 million of cash and... Read more
NOVO DOES NOT NEED ANOTHER OBESITY DRUG — IT NEEDS A GROWTH ENGINE THAT IS ACTUALLY INDEPENDENT
Key Development Nearly 94% of Novo Nordisk's 2025 revenue came from diabetes and obesity. That concentration explains why investors are... Read more
MABXIENCE–SANDOZ AND THE $5.7 BILLION EMICIZUMAB MARKET: BIOSIMILARS ARE MOVING INTO THE HARDER END OF RARE DISEASE
Key Development A reference market worth an estimated $5.7 billion is being targeted by a biosimilar still in early-stage development.... Read more
SPLITTING CHILDHOOD VACCINES INTO MORE DOSES: THE BIGGER QUESTION IS NOT SHOT COUNT — IT IS WHETHER CHILDREN COMPLETE THE SCHEDULE
Key Development Turning one vaccination encounter into five doses delivered six months apart would change far more than the injection... Read more
TELIX’S $1.65 BILLION ACQUISITION OF ITM: SECURING INFRASTRUCTURE SUPREMACY IN RADIOPHARMACEUTICALS
Key Development Australia-based Telix Pharmaceuticals has entered into a definitive agreement to acquire German radiopharmaceutical manufacturer ITM Isotope Technologies Munich... Read more
PEOPLE’S HOSPITAL 115 IN CON DAO: THE REAL VALUE IS NOT BED CAPACITY — IT IS TIME TO TREATMENT
Key Development Con Dao already has a 60-bed medical center built with more than VND247 billion in investment. The unresolved... Read more
VACCINE SELF-RELIANCE DOES NOT START WITH A FACTORY: THE REAL TEST IS HOW MUCH SANOFI TECHNOLOGY VIETNAM CAN ABSOR
Key Development A design capacity of 100–120 million doses a year is easy to communicate. It is not the same... Read more









