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morning! Today we disclose new data to GLP-1 pills for ELI LILLY’s stock jump and see Sanofi partners with mysterious companies.
A very good day for Lily, a bad day for Novo
My colleague, Elaine Chen: ELI Lilly’s stocks, increased 14% after the 14% increase in yesterday, after 14% of the GLP-1 pills or the first three stages of the Poggle Lifron. Small molecules helped to produce almost the same results of the advantages of the available GLP-1 drugs that can be used by the type 2 diabetics.
If approved, ORFORGLIPRON will be the first small molecule GLP-1 drug in the market and Lilly will be able to reach more patients around the world.
At the same time, the US deposit receipt of competitor NOVO NORDISK plunged almost 8% yesterday. Investors believe that Lilly is more competitive with the new orforglipron data. (Lilly has increased by about 16.5% over Novo VS. Novo over the last five days, which has been reduced by about 5.1%.)
Novo does not have a small molecule obesity drug nearly approved. There is a GLP-1 pill approved in the market, but it is difficult to manufacture.
The next large catalyst that watches ISN in the third quarter, which is expected to announce the three -stage results of ORFORGLIPRON in obesity.
Sanofi bets a big bet on mysterious AI startups.
In my colleague Brittany Trang: Sanofi signed an agreement with EARENDIL LABS with $ 125 million with EARENDIL LABS.
French pharmaceutical companies are gaining worldwide rights for two double specific antibodies of EARERENDIL. In moderate, the first candidate of severe ulcerative colitis and Crohn’s disease targets α4β7 and TL1A. Another candidate who shows the appointment for colitis and skin inflammation targets TL1A and IL23.
EARENDIL said that the company is based in the United States that the company has a partner Helixon Therapeutics, and in 2023, China has raised 500 million yuan series A (about $ 72.5 million) from Chinese investors. EARENDIL and HELIXON, who discovers protein -based therapies using AI, shares the same CEO Jian Peng and Zhu Zhenping.
Blenep got a second shot from England.
GSK’s multi -bone marrow drug Blenrep has been brought from the global market in 2022 and has restored the UK’s approval due to the disappointing solo test results. According to the new data, antibody-drug conjugates are effective when used with other medicines.
Competition with CAR-T and double specific therapy is still fierce, but BlenreP’s outpatient-friendly delivery provides practical alternatives to some patients. STAT’s Andrew Joseph has been re -entering the US market in accordance with the FDA review and decided by July.
Read more.
The FDA removes the industry manager from the advisory panel
The new FDA commissioner Marty Makary said yesterday that the agency would remove industry representatives from the advisory committee and replace it with patients and caregivers.
Industry representatives of the panel cannot vote and cannot provide services from the panel while reviewing the product developed by the company. But Robert F. Kennedy Jr. The health minister thought that the conflict of interest is deeply firm in this institution.
His predecessor, Robert Califf, told Stat’s John Wilkerson that he didn’t work too much. “It’s okay for me too. I’m not doing it.” He added that Makary is now a boss.
Read more.
5 priority of Makary at the time of deep uncertainty
Speaking of the new commissioner, the epidemic experts, Luciano Borio and Phil Krause advise Makary.
In the new first opinion essay, Borio and Krause once said that a top FDA official once said that the commissioner once said he had made a “rookie mistake.” Vaccine approvalDespite the months of expert reviews and a clear path to the market.
The pair briefly explained five measures that focused on the smart market evaluation of regulatory clarity, clinical trial competitiveness and FDA reliability, and global leadership of drug directors.
Read more.
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Trump in guidelines for federal agencies
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TV drug advertising spending continues to rise, recording almost 30% growth in the first quarter, Fierce
