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Outlook 2024

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Featured Stories


Best-In-Class In MASH? Boehringer’s Hopes Raised By Glucagon/GLP-1 Phase II Results

The results could help BI and Zealand Pharma challenge in the MASH field, though analysts are wary of claims around fibrosis improvement.

Commercial Companies Clinical Trials

GSK Counters Innoviva’s Gonorrhea Hit

Both groups have posted hits with similar novel antibiotics, and both have a lot riding on commercial success.

Clinical Trials Companies Infectious Diseases

Celldex May Have Best Efficacy In Chronic Spontaneous Urticaria

Looking to treat patients with CSU uncontrolled by Xolair, Celldex’s KIT binder barzolvolimab shows strong disease activity reduction at 12 weeks in Phase II. Sanofi’s BTK inhibitor rilzabrutinib also showed efficacy in CSU.

Clinical Trials Drug Approval Standards Research & Development

Asia Spotlight

From Ranbaxy Crisis To Enhertu Success: How A New CEO Reshaped Daiichi Sankyo

When George Nakayama was assigned to lead Daiichi Sankyo despite his atypical background, the firm was facing several crises, including a probe into the acquisition of Ranbaxy and a looming patent cliff. So, what made him decide to focus on ADCs while reshaping the entire company? 

Leadership Strategy

More coverage from Scrip's team in Asia

Scrip Podcast

Insights and perspectives on commercial, R&D, deal-making and business strategy developments.

MORE PODCASTS

 

Scrip Originals

Pipeline Watch: Eight Approvals And Five Phase III Trial Updates

Pipeline Watch is a weekly snapshot of selected late-stage clinical trial events and approvals announced by pharmaceutical and biotech companies at medical and industry conferences, in financial and company presentations, and in company releases and statements.

Pipeline Watch Approvals

Finance Watch: Frontier Raises $80m For Differentiated KRAS G12C Program

Private Company Edition: With its lead program in the clinic, Frontier’s $80m series C round will fund trials for additional programs. Also, ORI raises $260m for second fund, Earlybird closed a €173m ($187.1m) fund, Areteia’s series A grew to $425m and Sudo’s series B increased to $147m.

Financing Innovation

Executives On The Move: Changes At The Top At Ocuphire Pharma, YS Biopharma And More

Recent executive moves in the industry include new CEOs at Latigo Biotherapeutics and YS Biopharma Co, plus new directors at Cingulate.

Executive Changes Leadership

Toward The Global Big Pharma League: Yuhan’s Ambitions After Leclaza

With Leclaza as a foothold, the next couple of years will be crucial for Yuhan’s ambition to become a top 50 global pharma firm. R&D president Yeul Hong Kim shares how he intends to shape the leading Korean company's efforts to compete with its global rivals.

South Korea Business Strategies
Interviews

Toward The Global Big Pharma League: Yuhan’s Ambitions After Leclaza

With Leclaza as a foothold, the next couple of years will be crucial for Yuhan’s ambition to become a top 50 global pharma firm. R&D president Yeul Hong Kim shares how he intends to shape the leading Korean company's efforts to compete with its global rivals.

South Korea Business Strategies

Ambitious AAX Wants To Be Key Player In Next-Generation Antibodies

Emerging Company Profile: The Swedish biotech’s CEO Maria Lisa Knudsen believes that the firm’s two technologies make it an attractive prospective partner for big pharma. 

Sweden Emerging Company Profile

From Ranbaxy Crisis To Enhertu Success: How A New CEO Reshaped Daiichi Sankyo

When George Nakayama was assigned to lead Daiichi Sankyo despite his atypical background, the firm was facing several crises, including a probe into the acquisition of Ranbaxy and a looming patent cliff. So, what made him decide to focus on ADCs while reshaping the entire company? 

Leadership Strategy

Sage Ready To Turn Over Cards On Bets Outside Of Depression

Sage has two postpartum depression drugs on the market, but will read out mid-stage trials this year for two candidates in Huntington’s, Parkinson’s and Alzheimer’s diseases and essential tremor.

Clinical Trials Strategy
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Graphics

Weighty Matters: The Obesity Market Now… And In Years To Come

INFOGRAPHIC: This overview of the obesity market shows the biggest money-spinners in terms of products and mechanisms, the biggest investors and dealmakers – and looks at how some of the notable current and potential future therapies stack up in the clinic.

Clinical Trials Commercial

Downturn Hit UK Biotech In 2023 But New Pension Funds Could Fuel Growth

Funding for UK biotechs shrank again last year but sector leaders see hope of green shoots in 2024.

Companies Deals

Biopharma’s Winners And Losers Of 2023: Obesity Drugs Reshape Big Pharma

Novo Nordisk and Eli Lilly kickstarted an obesity drug revolution in 2023, just as investors cooled on biopharma’s vaccine saviors as the world looked to move on from COVID-19.

Commercial Companies

Top 10 Best-Selling Drugs Of Q3 2023: Ozempic Challenges Humira As Keytruda Extends Leadership

As Merck & Co’s checkpoint inhibitor Keytruda further cemented its position at the top of the best-selling drugs list, biosimilar-challenged Humira sales fell once again. Meanwhile, Novo Nordisk’s diabetes injection Ozempic continued its ascent.

Market Intelligence Sales & Earnings
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Recent Stories

InflaRx Picks Outcomes-Based Reimbursement For COVID-19 Drug

The model, more common with high-cost gene therapies, is designed to de-risk use of the drug for hospitals in the event that patients with COVID-19-related ARDS do not survive.

Coronavirus COVID-19 Respiratory

Eyeing Agility, Astellas Expands Digital Transformation Initiative

Soon-to-start digital transformation initiatives at the major Japanese pharma firm will focus on in-housing of IT systems and company-wide enhancement of AI/data analytics skills.

Artificial Intelligence Strategy

IQVIA Notes Increasing Share Of Deals Between Smaller Biopharmas

In its 2023 report on global R&D trends for the biopharma sector, IQVIA found a shrinking percentage of deals involving $5bn+ revenue companies; R&D spending among big pharmas is the highest since 2014.

Business Strategies Deals

Daiichi Sankyo Commits To Major Expansion In Germany As Part Of Global ADC Push

Daiichi Sankyo will expand its production site in Pfaffenhofen, Germany with new R&D capability for antibody-drug conjugates, spending €1bn. Behind the major new investment, the firm has recently filed for the approval of two ADCs in the US and is preparing global approval filings including in Europe and Asia.

Cancer Cardiovascular

Quick Listen: Scrip's Five Must-Know Things

In this week's podcast edition of Five Must-Know Things: Bayer takes strategic steps to cut debt; AbbVie confirms internal appointment as CEO; another RIPK1 setback for Denali/Sanofi; new biotech reality in China; and ex-Daiichi Sankyo CEO shares insights into tough decisions.

Commercial Business Strategies

Amgen Lays Out Plans For Rare Disease Portfolio Growth

Amgen detailed plans for increasing sales of drugs acquired in its Horizon transaction and outlined growth opportunities in its R&D pipeline during a rare disease showcase. 

Rare Diseases Strategy

Sales Of BioMarin’s Hemophilia Gene Therapy Move At Glacial Pace

Analysts had forecast Q4 Roctavian sales of $5m-$6m, but they came in shy of $3m, and uptake has not yet come to reflect apparent demand.

Sales & Earnings Strategy

Moderna Prepares To Enter The RSV Vaccine Fray

Its mRNA-based RSV vaccine challenger has a more convenient administration than GSK and Pfizer’s frontrunners, but may not compete on durability of protection.

Commercial Launches

Pipeline Watch: Eight Approvals And Five Phase III Trial Updates

Pipeline Watch is a weekly snapshot of selected late-stage clinical trial events and approvals announced by pharmaceutical and biotech companies at medical and industry conferences, in financial and company presentations, and in company releases and statements.

Pipeline Watch Approvals

A Myrbetriq Battle Is Brewing And Why It Matters

Zydus and Lupin are gearing up for the US launch of a generic to Astellas Pharma’s blockbuster drug Myrbetriq (mirabegron) while Aurobindo expects a longer wait. Meanwhile, Torrent is preparing to defend its market share in chronic therapies in India as other companies increasingly target this segment

Business Strategies Commercial

Blueprint RETreats As It Sells US Gavreto Rights To Rigel

After sales of the RET inhibitor have been commercially disappointing, Blueprint said it is selling US rights to the drug to Rigel for $15m up front and potentially more than $100m in milestones.

Business Strategies Deals

Tarsus Demonstrates Lotilaner’s Potential In Preventing Lyme Disease

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.

Clinical Trials Business Strategies
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