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#百济神州

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Oct 11Sun
  1. WeChat51

    PhRMA Sues CMS to Overturn MFN GLOBE Drug Pricing Model

    PhRMA sued CMS in the US District Court for the District of Columbia on October 7, seeking to vacate the finalized GLOBE model, arguing the agency acted beyond its legal authority. GLOBE, finalized September 30, is the mandatory enforcement tool under the Trump administration's Most Favored Nation pricing framework for the Medicare Part B channel, covering drugs administered in physician offices and hospitals. The court has yet to rule.

Oct 5Mon
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  1. WeChat63

    Trump Adds Nine Drugmakers Including BeOne Medicines to MFN Pricing Deals, Covering 89% of US Brand-Drug Market

    The White House said on August 31 that President Trump signed new most-favored-nation drug pricing agreements with nine manufacturers: Alcon, Astellas Pharma, BeOne Medicines, BridgeBio, CSL, Kyowa Kirin, Sun Pharma, Teva Pharmaceuticals and UCB. The deals push US prescription drug prices down to the lowest level among other developed countries. With this round, 26 companies have signed MFN agreements, covering 89% of the US brand-drug market.

    Why it matters: MFN pricing agreements now cover 89% of the US brand-drug market, directly affecting drugmakers including BeOne Medicines.

  2. WeChat62

    White House Signs MFN Drug Pricing Deals With Nine More Companies Including BeiGene and Teva

    The White House announced on August 31 most-favored-nation drug pricing agreements with nine pharmaceutical companies: Alcon, Astellas, BeiGene, BridgeBio, CSL, Kyowa Kirin, Sun Pharma, Teva and UCB. The move extends the negotiation effort beyond large multinationals to mid-sized drugmakers. Companies with MFN arrangements now total 26, covering about 89% of the US branded drug market.

    Why it matters: The MFN pricing push now covers most of the US branded drug market and has reached mid-sized manufacturers.

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Aug 27Thu
  1. WeChat77

    FDA approves BeiGene tislelizumab with zanidatamab and chemotherapy for first-line HER2-positive gastroesophageal adenocarcinoma

    The US FDA approved a new indication for tislelizumab on August 26, 2026, combining it with zanidatamab plus chemotherapy as first-line treatment for HER2-positive gastroesophageal adenocarcinoma (GEA). The approval covers patients regardless of PD-L1 expression and is the first approved regimen pairing a HER2 bispecific antibody with a PD-1 inhibitor. It rests on the HERIZON-GEA-01 trial, published in the New England Journal of Medicine and presented orally at the 2026 ASCO annual meeting.

    Why it matters: First approved HER2 bispecific plus PD-1 combination for first-line HER2-positive gastroesophageal adenocarcinoma.

  2. WeChat76

    FDA Approves Ziihera Plus Tevimbra and Chemo for First-Line HER2-Positive Gastroesophageal Adenocarcinoma

    On August 25, the FDA approved zanidatamab (Ziihera) combined with tislelizumab (Tevimbra) and chemotherapy for first-line treatment of HER2-positive unresectable locally advanced or metastatic gastroesophageal adenocarcinoma. The FDA also approved zanidatamab plus chemotherapy without a PD-1 inhibitor for the same indication in HER2 IHC 3+ patients. This is the first approved HER2 bispecific plus PD-1 antibody combination worldwide, developed by BeiGene.

    Why it matters: First global approval of a HER2 bispecific plus PD-1 antibody combination for first-line gastroesophageal cancer.

  3. WeChat68

    FDA Approves BeiGene's Tevimbra Plus Zanidatamab and Chemotherapy for First-Line HER2-Positive GEA

    The FDA has approved BeiGene's supplemental application for Tevimbra (tislelizumab) in combination with zanidatamab and chemotherapy as first-line treatment for adults with locally advanced unresectable or metastatic HER2-positive gastric, gastroesophageal junction or esophageal adenocarcinoma (GEA). About 20% of GEA patients are HER2-positive, a subtype that has long been difficult to treat.

    Why it matters: Adds a first-line FDA-approved regimen for a hard-to-treat HER2-positive gastroesophageal adenocarcinoma population.

  4. WeChat69

    FDA Approves Tislelizumab Plus Zanidatamab and Chemo for First-Line HER2-Positive Gastroesophageal Adenocarcinoma

    BeiGene said the FDA has approved a supplemental application for its PD-1 antibody tislelizumab (BaiZeAn) in combination with zanidatamab and chemotherapy as first-line treatment for adults with locally advanced unresectable or metastatic HER2-positive gastric, gastroesophageal junction or esophageal adenocarcinoma. Results were published earlier this year in the New England Journal of Medicine. The material cites five-year survival below 30 percent for gastric cancer and about 19 percent for esophageal adenocarcinoma.

    Why it matters: First-line FDA approval expands tislelizumab's use in HER2-positive gastroesophageal adenocarcinoma.

  5. WeChat69

    FDA approves Ziihera plus tislelizumab regimens for first-line HER2-positive gastroesophageal adenocarcinoma

    The US FDA approved two first-line treatment regimens combining Jazz Pharmaceuticals' HER2 bispecific antibody Ziihera (zanidatamab-hrii) with tislelizumab, a PD-1 antibody originally developed by BeiGene, on August 25. The approval adds tislelizumab to first-line combination treatment for HER2-positive gastroesophageal adenocarcinoma in the United States. The approval covers two distinct Ziihera-based regimens.

    Why it matters: FDA approval extends BeiGene's PD-1 antibody tislelizumab into a US first-line indication.

  6. WeChat69

    BeiGene Wins China Approval for HER2 Bispecific Plus PD-1 in First-Line HER2-Positive Gastroesophageal Adenocarcinoma

    China has approved BeiGene's regimen combining a HER2 bispecific antibody with a PD-1 inhibitor for first-line treatment of HER2-positive gastroesophageal adenocarcinoma, regardless of patients' PD-L1 expression status. The article calls it the first and only immuno-oncology combination in that first-line setting to achieve a median overall survival of more than two years. A marketing application for the indication had already been filed in China.

    Why it matters: First-line approval in HER2-positive gastroesophageal adenocarcinoma adds an option where about 20% of patients need better treatment.

CBACBA Frontier Insights (CFI)Chinese Biopharmaceutical Association (CBA)www.cba-usa.org