Key Development AstraZeneca is making a $2 billion strategic equity investment in Summit Therapeutics, giving it rights equivalent to approximately... Read more
Tag: #Global Trends
AMT-130 LOSES STATISTICAL SIGNIFICANCE AT FOUR YEARS: HUNTINGTON’S GENE THERAPY IS ENTERING A HARDER TEST – NOT SIMPLY “FAILING”
Key Development uniQure’s latest 48-month readout has materially changed the investment and regulatory narrative around AMT-130, one of the most... Read more
ROCHE DROPS EMUGROBART: OBESITY COMPETITION IS SHIFTING FROM “MORE WEIGHT LOSS” TO “BETTER WEIGHT LOSS”
Key Development Roche has removed one candidate from its obesity pipeline — but this was an efficacy and portfolio-allocation decision,... Read more
NOVO PUTS UP TO $2.6 BILLION BEHIND HRS-1596: THE OBESITY PILL RACE IS MOVING FROM “ONCE DAILY” TOWARD “ONCE WEEKLY”
Key Development A $300 million upfront payment for a candidate only entering Phase 1 suggests Novo Nordisk increasingly sees dosing... Read more
ORPATHYS + TAGRISSO FILED WITH FDA: ASTRAZENECA IS TURNING EGFR RESISTANCE INTO A NEW BIOMARKER-DEFINED MARKET
Key Development AstraZeneca is not simply adding a MET inhibitor to Tagrisso. It is attempting to extend the treatment life... Read more
BRELOVITUG WINS PHASE 3: THE HDV RACE IS SHIFTING FROM “HAVING A TREATMENT” TO ACHIEVING DEEPER, MORE DURABLE VIRAL CONTROL
Key Development Brelovitug has cleared an important Phase 3 hurdle in chronic hepatitis delta — but the market it may... Read more
MERCK PUTS UP TO $2.13 BILLION BEHIND SPR2015: CHINA ONCOLOGY LICENSING IS SHIFTING FROM “CHEAPER ASSETS” TO “EARLY INNOVATION”
Key Development The most striking number is not the $2.13 billion headline. It is the $400 million Merck is paying... Read more
MERCK–DAIICHI WITHDRAW I-DXD FILING: THE ERA WHEN A STRONG RESPONSE RATE WAS ENOUGH FOR AN ADC IS FADING
Key Development Ifinatamab deruxtecan produced notable responses in one of the most aggressive cancers. But compelling tumor shrinkage and a... Read more
APOE4 AND BRAIN-VESSEL DAMAGE: ALZHEIMER’S MAY NEED TO BE TREATED BEYOND NEURONS AND AMYLOID
Key Development New research challenges the assumption that vascular damage in Alzheimer’s disease is primarily a downstream consequence. In APOE4... Read more









