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Hibernating Squirrels And Exercise In A Pill: The Next Wave of Cardiometabolic Therapies

Early-stage companies pioneering new modalities discussed the future of cardiometabolic therapy and partnering with big pharma at the LSX conference in London.

Metabolic Disorders Clinical Trials

Zenas Raises $200m For Bifunctional Antibody In Autoimmune Diseases

Zenas BioPharma plans to have data from four trials – two under way and two starting this summer – for obexelimab, which targets CD19 and FcγRIIb, within about a year and a half.

Financing Immune Disorders

BioNTech Ramps Up Spending To Launch 10 Pivotal Cancer Studies In 2024

As COVID-19 vaccine sales decline, the company is investing billions in a diverse oncology pipeline including antibody drug conjugates, immunotherapy and cancer vaccines

Clinical Trials Commercial

Stock Watch: Core Business Drags As Roche Disappoints And Sanofi Reclassifies

After the volatility of pandemic-related sales, investor and analyst attention turned to pharma’s core businesses. With exclusivity losses weighing on those large components of pharma, Sanofi’s reclassification may bring some unwelcome attention.

Stock Watch Sales & Earnings

Pfizer Recruits Industry Analyst Baum To Advance Corporate Strategy

Longtime pharmaceutical industry analyst Andrew Baum will join Pfizer’s executive leadership team.

Leadership Companies

The UK’s Cancer Vaccine Partnership With BioNTech Is Another First – But Can It Deliver?

BioNTech and the UK government's alliance to bring personalized cancer immunotherapy to patients is making progress, but the National Health Service has to show it can deliver on clinical trials recruitment.

Companies Commercial

Amgen Planning Pivotal Obesity Program For MariTide

Executives said during Amgen’s Q1 call that the company is “encouraged” by interim Phase II data for MariTide (AMG 133) in obesity, so it is designing Phase III trials and building manufacturing capacity. 

Metabolic Disorders Strategy

Competition Forces Price Cuts, But Novo Nordisk Is Unstoppable

Novo raises its top- and bottom-line guidance as it prioritizes volume over price.

Commercial Companies

Metagenomi Looks For Upside To Moderna’s Exit

Moderna has cut short its alliance with Metagenomi, giving it more work to do in persuading skeptical investors about its gene-editing platform.

Deals Companies

GSK Looks Forward To RSV Vaccine Competition

Things are looking up for the UK company with growing dominance for Arexvy among respiratory syncytial virus shots and international growth for shingles vaccine Shingrix

Companies Commercial

Annovis Faces A Race Against Time

Buntanetap has flopped in Alzheimer’s disease, making an upcoming Parkinson’s trial a must-win. But there are reasons to doubt the outcome of this study, and Annovis is running out of money.

Clinical Trials Neurology

Lilly Mounjaro, Zepbound Supply Issues Persist Amid Strong Growth

Mounjaro revenue declined versus Q4 2023, Lilly reported, though grew 218% year-over-year. The pharma pledged significant ramp-up of manufacturing this year.

Sales & Earnings Business Strategies

Stock Watch: Novartis And The Changing Face Of Big Pharma

The sun shines over a sector with multi-blockbuster products in their prime. But clouds are looming, and highly innovative products that cannot replace the sales shortfalls could lead to a re-rating of the sector’s growth prospects.

Stock Watch Sales & Earnings

AstraZeneca And Daiichi Get Low

A hit with Enhertu in an earlier setting in HER2-low breast cancer patients, and in ultralow expressers, heightens expectations.

Clinical Trials Cancer

Analysis: Novo And Lilly Make Their Money Work

Pharma groups must decide how best to invest their cash to generate the biggest returns, and while huge sums can be made with luck and good judgement, strategic missteps can have far-reaching consequences.

Companies Strategy

AstraZeneca’s Hot Streak Whets Investor Appetite For What’s Next

Outstanding Q1 growth in sales and profits have pleased the markets, and investors are now keen to hear more about AstraZeneca’s 2030 masterplan at its investor day next month.

Commercial Companies
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