Sep 23, 2026The OASIZ 301 readout gives Amgen a needed clinical advance in Sjögren's disease, where recent industry programs have been dropped and patients still lack an FDA-approved medicine specifically for the condition. The win also matters strategically because Amgen has few experimental drugs left from its 2023 Horizon acquisition, and another positive Phase 3 study may be needed before approval is in reach.
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Sep 22, 2026The acquired portfolio is led by LX3010, a clinical-stage oral combination therapy that Lexeo said showed a 6-point improvement in mFARS across 11 patients in early clinical data. The deal broadens Lexeo’s position in Friedreich’s ataxia beyond its AAV-based gene therapy program and gives it more ways to pursue frataxin restoration in the central nervous system.
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Sep 22, 2026The latest enicepatide data give Roche a stronger argument that the Carmot asset can compete across both obesity and Type 2 diabetes. The commercial challenge now is not just efficacy, but whether Roche can translate promising cross-trial comparisons into a differentiated late-stage package in a crowded incretin field.
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Sep 22, 2026China accounts for 45% of active nuclear medicine programs, including diagnostics, with a particularly high share of the preclinical and Phase 1 pipeline, according to Sleuth. The firm argues that Western companies able to produce and distribute radioligand therapies locally are positioned to capture that pipeline as deal activity picks up.
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Sep 21, 2026CEO Maziar Mike Doustdar said Novo aims to reach $23 billion in sales in 2035 through new launches, broader disease expansion and additional business development. The immediate investor reaction was negative, suggesting the issue is not whether Novo has a plan, but whether that plan is meaningfully stronger than the market had already priced in.
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Sep 21, 2026The acquisition gives Telix a faster route into commercial therapeutics while broadening its manufacturing and isotope distribution footprint. It also brings execution risk, because ITM-11 was rejected by the FDA last month on manufacturing grounds and a resubmission path remains a condition to closing.
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Sep 19, 2026According to Novo’s research leadership, the assets include a potential first-in-class peptide, a follow-on small molecule for a novel target, and a small molecule receptor agonist. Financial terms and targets were not disclosed, but the deal extends Novo’s push to add externally sourced science after recent setbacks outside its core obesity and diabetes franchises.
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Sep 18, 2026ORM-6151 was designed to deliver a GSPT1 degrader to CD33-expressing cells in acute myeloid leukemia and myelodysplastic syndrome. The termination adds to a growing list of discontinued degrader-antibody conjugate efforts and highlights how quickly platform enthusiasm can narrow once human data arrive.
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Sep 18, 2026The Food and Drug Administration cleared rebisufligene etisparvovec, now branded Fayuvi, for children with Sanfilippo syndrome type A who have preserved neurodevelopmental function. The approval revives a program that was turned away in July 2025 over manufacturing issues and gives Ultragenyx another gene therapy launch alongside a salable priority review voucher.
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Sep 14, 2026The drug, to be sold as Isembyld, is indicated for patients age 2 and older with spinal muscular atrophy who are also receiving SMN2-targeted treatment. The approval also gives Scholar Rock a differentiated position as the first muscle-targeted therapy that improves motor function in SMA, according to the company and the FDA.
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Sep 14, 2026Novartis reported that pelacarsen failed in a widely watched, seven-year clinical trial despite lowering lipoprotein(a), while Novo Nordisk also posted a setback earlier this month. The immediate implication is not that Lp(a) disappears as a target, but that the field now faces a higher burden of proof after one of its earliest flagship programs missed on outcomes.
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Sep 13, 2026Three separate clinical blows landed on Novartis in quick succession: a Phase 3 miss for del-desiran in myotonic dystrophy type 1, a late-stage failure for pelacarsen on cardiovascular risk, and paused Phase 2 trials for rapcabtagene autoleucel after three patient deaths. The cluster of events has raised sharper questions about the company’s growth pipeline and sent a signal across adjacent competitive programs.
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