A time extension to US companies to shift business away from a few Chinese firms under the proposed BIOSECURE Act has disappointed the Strides MD. However, the China plus strategy continues to drive business and capacity expansion for auto-injectors required by GLP-1 customers is expected

Plus transactions involving Sanofi/Fulcrum, Reneo/OnKure, Lilly/Mitsubishi Tanabe, Lantern/Oregon, Zydus/Eiger and more.

Ajax Therapeutics plans to take its type II JAK2 inhibitor into the clinic during the second half of 2024 with the aim of modifying disease in a way that first-generation type I inhibitors do not. 

Lupin’s CEO spoke of US drug shortages having led to recognition of the need for structural and regulatory support for viable pricing of generic drugs. She was also optimistic on the relaunch of a Myrbetriq generic after Astellas obtained a temporary restraining order against Lupin and Zydus just a few days post an at-risk launch by the latter two companies