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#综述/观点

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Oct 13Tue
  1. biospace.com52

    J&J’s innovative medicines carried Q3 as medtech disappoints, but newer medicines absent

    Johnson & Johnson posted overall Q3 revenue of $25.4 billion, with innovative medicines up about 8% to $16.76 billion while medtech grew only 2.5% to $8.64 billion. Tremfya sales rose 68% to just under $2.4 billion, Darzalex grew 15% to $4.24 billion, and Icotyde, approved in March for plaque psoriasis, has reached about 20,000 patients against a $10 billion sales expectation. Charges of $5.52 billion for the talc settlement and a $339 million impairment cut EPS to about 9 cents, and CFO Joseph Wolk pledged internal investment to fix medtech.

    Why it matters: J&J's results open pharma earnings season and detail medtech weakness, drug launch progress and talc settlement charges.

Oct 9Fri
  1. biospace.com80

    How Abogen went from COVID hype to a $7.8B Novartis deal

    Novartis has taken an exclusive worldwide license to ABO2203, Abogen Biosciences' mRNA-encoded CD19xCD3 T cell engager for B-cell malignancies and autoimmune diseases, paying $575 million upfront with up to roughly $7.2 billion in potential option, milestone and royalty payments. Early data in relapsed or refractory B-cell non-Hodgkin lymphoma showed overall response rates of 33%, 67% and 100% across dose cohorts, with no CRS or ICANS reported. The deal, which also gives Novartis options on further Abogen RNA platform programs, marks Abogen's shift beyond its faded COVID vaccine business.

    Why it matters: Large upfront payment signals big-pharma validation of in vivo mRNA T cell engagers and Abogen's post-COVID pivot.

Oct 7Wed
  1. biospace.com40

    Genmab and AbbVie’s Epkinly win, a rush of deals, Sarepta’s turnaround hopes, more

    Genmab and AbbVie's bispecific antibody Epkinly, approved in May 2023 for diffuse large B cell lymphoma after at least two prior systemic lines, cut risk of disease progression or death by 51% in a Phase 3 trial when combined with R-CHOP in the frontline setting. In deals, Shionogi bought IntraBio for $2 billion, Novartis committed up to $7.8 billion to Abogen Biosciences, Eli Lilly added up to $870 million with Gate Bioscience, and Sanofi and Regeneron renewed their collaboration with a $1 billion upfront. Sarepta shared Elevidys data in older Duchenne patients at the World Muscle Society meeting, with Jefferies citing upcoming readouts and an FDA decision on Amondys 45 and Vyondys 53.

  2. statnews.com62

    STAT+: Caribou Biosciences, biotech co-founded by Jennifer Doudna, is shutting down

    Caribou Biosciences, the Berkeley, California CRISPR biotech co-founded by Nobel laureate Jennifer Doudna, is shutting down after failing to raise the money needed for a late-stage trial of its off-the-shelf CAR-T therapy for lymphoma. CEO Rachel Haurwitz said the company had finalized the design of a Phase 3 trial for vispa-cel, its treatment for advanced B-cell non-Hodgkin lymphoma, with the FDA over the past year, but could not fund the study. Caribou will discontinue clinical development of both of its CRISPR-based CAR-T therapies.

Oct 6Tue
  1. biospace.com46

    Compliance concerns hinder rollout of AI in drug manufacturing: Survey

    Fewer than 10% of drugmakers are scaling AI in clinical or commercial manufacturing, according to a CRB survey of more than 400 R&D and manufacturing professionals for its 2026 Horizons report. Use is concentrated in nonregulated areas such as administrative workflows (56%) and drug discovery (45%), with accuracy and quality concerns and insufficient validation standards cited as the main barriers. CRB found that 31% of respondents plan to use AI in regulated manufacturing within three years, and another 31% are considering it without a formal plan.

    Why it matters: Shows regulatory and validation concerns are blocking AI adoption in drug manufacturing, with an FDA warning letter already issued.

Sep 30Wed
  1. biospace.com40

    GSK laying off 1.2K+ in Belgium

    GSK is laying off more than 1,200 employees in Belgium, part of a wave of biopharma job cuts in 2026 tracked by BioSpace. Other reductions include Novo Nordisk's workforce shrinking by about 13,000 people over the past year to 67,000 as it shifts money into R&D, Takeda cutting over 4,700 jobs, and Bristol Myers Squibb terminating 265 employees at its Princeton, New Jersey site between Dec. 17, 2026 and May 21, 2027. Layoffs tied to M&A include BioNTech letting go of around 800 people at CureVac.

Aug 21Fri
  1. fiercepharma.com45

    Lundbeck continues neuroscience evolution as CEO keeps company ‘punching above its weight’

    Lundbeck reported first-half sales growth of 16%, led by Rexulti, up 17% at constant currencies to 3.3 billion Danish kroner (nearly $515 million) in major depressive disorder and Alzheimer's disease-associated agitation, and Vyepti, up 46% to 2.9 billion kroner ($447 million) in migraine prevention. CEO Charl van Zyl expects Vyepti peak U.S. sales of $1.1 billion and flagged generic pressure on Abilify Maintena in Canada and Australia in the second half. Late-stage readouts for the epilepsy drug bexicaserin are slated for the fourth quarter of 2026 and the first quarter of 2027.

Aug 18Tue
  1. fiercepharma.com58

    CSL shares up 17% as immunoglobulin boost points to signs of recovery

    CSL shares rose more than 17% after the Australian plasma and vaccine specialist reported fiscal 2026 sales of $15.8 billion and projected mid-single-digit growth for its CSL Behring unit in FY27. Immunoglobulin demand increased 7% year over year, and the HAE drug Andembry brought in $240 million. Vifor Pharma sales are projected to decline 25% in FY27 after $7.1 billion in impairments.

  2. fiercepharma.com54

    Sanofi to lay off 229 Blueprint Medicines staffers, close Cambridge offices following acquisition

    Sanofi is laying off 229 Blueprint Medicines employees in Massachusetts and closing two legacy Blueprint sites in Cambridge, including the former global headquarters at 45 Sidney St. The cuts, detailed in a WARN notice, follow Sanofi's $9.1 billion acquisition of Blueprint, which brought the rare immunology drug Ayvakit and KIT inhibitor candidates. Layoffs will occur between October 2026 and June 2027, and remaining Blueprint staff will move to Sanofi's Cambridge Crossing campus.

Aug 14Fri
  1. STAT News53

    STAT+: Commure terminates payments under its customer referral programs tied to AI products

    Commure, a $7 billion health software company based in Mountain View, Calif., has terminated its customer referral program that paid parties to refer its AI products to new business prospects. Company emails from chief legal officer Dan Brian, dated Aug. 6, 2026, say payment agreements end 30 days from receipt of notice and that amounts owed will be paid in full. The move came six days before a STAT investigation into the arrangements, which STAT had first queried on June 5.

  2. FiercePharma40

    Fierce Pharma Asia—Legend’s first profit; Taiho, Cullinan’s EGFR win; WuXi AppTec’s reprieve

    Legend Biotech posted its first profitable quarter, with $63 million in adjusted net income for the three months ended June, as interim CEO Alan Bash discussed expanding Carvykti amid competition from Johnson & Johnson's bispecifics. Taiho and Cullinan Therapeutics' EGFR inhibitor zipalertinib plus chemotherapy succeeded in a phase 3 trial in first-line EGFR exon 20-mutated non-small cell lung cancer, with FDA approval plans ahead. A federal judge granted WuXi AppTec a preliminary injunction blocking the Defense Department's 1260H Chinese military company designation, and China approved Akeso's ivonescimab with chemotherapy for first-line squamous NSCLC.

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