Eisai Cuts US Leqembi Sales Forecast But Japan, China Exceed Expectations

Eisai Cuts US Leqembi Sales Forecast But Japan, China Exceed Expectations

 
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Eisai/Biogen’s Alzheimer’s disease medicine Leqembi has been a challenge to launch, but while access to pre-treatment testing has improved, infusion center capacity is impacting US sales.

Value Of AbbVie’s Cerevel Buy Uncertain After Schizophrenia Failure

Value Of AbbVie’s Cerevel Buy Uncertain After Schizophrenia Failure

 
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With two misses for emraclidine, AbbVie will hope to extract some value from the Cerevel acquisition from the Parkinson’s drug tavapadon, while BMS may get a big lead in the schizophrenia space.

Muscling Into The Obesity Market

Muscling Into The Obesity Market

 

At a recent conference, executives from Boehringer and Amgen laid out their expectations for the future of obesity and how they intend to navigate the changes.

Almirall Insists Costly Ebglyss Launch Is Progressing Well

Almirall Insists Costly Ebglyss Launch Is Progressing Well

 
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The Spanish company's Lilly-partnered atopic dermatitis drug is enjoying a decent launch in Germany and in other European countries, "we are getting the price that we wanted," claims CEO Carlos Gallardo.


Japan H1 Roundup: Forex Impact, Strong Global Mainstays Positive Factors

Japan H1 Roundup: Forex Impact, Strong Global Mainstays Positive Factors

 

Takeda, Astellas, Daiichi Sankyo, Chugai, Shionogi all revised their annual forecasts upwards due to forex rate impact and saw mostly solid overseas sales growth in the fiscal first half.

Profile: MSD, Janssen To BSV-Mankind Deal, Navangul’s Journey Is A Rich Mosaic

Profile: MSD, Janssen To BSV-Mankind Deal, Navangul’s Journey Is A Rich Mosaic

 

Ex-Janssen India chief and BSV CEO Sanjiv Navangul shares with Scrip glimpses of his life and professional journey including chasing the IAS dream early on, the heady days at Hoechst with a stint in Moscow, challenges around Sirturo’s debut and unprecedented preps that fueled Januvia’s big run during his innings at MSD.

Europe Biotech Sector Superb At Science But Still Scared To Take Risks

Europe Biotech Sector Superb At Science But Still Scared To Take Risks

 
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Medixci’s Nick Williams told attendees at BIO-Europe that it was a shame that promising biotechs head to the NASDAQ as soon as possible. He and called for a change in culture from investors and for them to back the continent’s start-ups with proper funding.

Wegovy In The Wings, Novo Outlines Potential, Sizes Up Perceptions In India

Wegovy In The Wings, Novo Outlines Potential, Sizes Up Perceptions In India

 

Novo Nordisk India MD talks to Scrip about what to expect when Wegovy arrives in India and the local trajectory of Rybelsus. The Danish group also shared findings of a study around obesity.


As China Biotechs Mull Global Approaches, Commercial Insurance Holds Key To Domestic Success

As China Biotechs Mull Global Approaches, Commercial Insurance Holds Key To Domestic Success

 
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Low prices and intense competition for innovative drugs at home continue to drive Chinese biotechs' globalization. Broader domestic commercial health insurance might provide the key to change.

Deal Watch: Renexxion To Go Public While Avid Biosciences Goes Private

Deal Watch: Renexxion To Go Public While Avid Biosciences Goes Private

 
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Plus deals involving Synaffix/BigHat, AbbVie/EvolveImmune, Servier/Aitia, Dr. Falk/Kynos, Bayer/Dewpoint and more.

Sarepta’s Elevidys Sales Surge, But Next-Gen DMD Drug Platform Discontinued

Sarepta’s Elevidys Sales Surge, But Next-Gen DMD Drug Platform Discontinued

 
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Q3 sales of DMD gene therapy Elevidys beat forecasts, but the company declined to raise Q4 and 2025 guidance. It plans to file a second gene therapy with the US FDA next year.

FTC Under Trump Likely to Maintain PBM Focus But M&A Oversight May Moderate

FTC Under Trump Likely to Maintain PBM Focus But M&A Oversight May Moderate

 
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With Chair Lina Khan expected to exit the commission, the incoming administration may consider elevating one of the Republican commissioners on the panel to succeed her, at least on an acting basis.


AstraZeneca Reveals China Probe Details To Stem Stock Decline

AstraZeneca Reveals China Probe Details To Stem Stock Decline

 

AstraZeneca has played down the risk to its operations as its China head Leon Wang is ‘detained’ by authorities amid a number of investigations in the country.

Novo Nordisk Still On The Lookout For Diabetes Innovations

Novo Nordisk Still On The Lookout For Diabetes Innovations

 
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The Denmark-based major intends to build on its heritage in diabetes and is keen to hear from innovators in a space where prevalence is on the rise but is not being served by improved new products.

Gilead Gears Up For CAR-T Data At ASH As Competition Weighs On Yescarta

Gilead Gears Up For CAR-T Data At ASH As Competition Weighs On Yescarta

 

The drug maker said in its third quarter earnings report that competition from other therapeutic classes, particularly bispecifics, resulted in a slight decline of sales for the CAR-T.

Ionis Looks Ahead To Commercializing Its Own Products

Ionis Looks Ahead To Commercializing Its Own Products

 
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Beyond its cardiovascular partnership with AstraZeneca, Ionis is getting ready to launch antisense drugs for familial chylomicronemia syndrome and hereditary angioedema.


With Trump’s Return, Pharma Trades Disagreeable Knowns For Uncertainty

With Trump’s Return, Pharma Trades Disagreeable Knowns For Uncertainty

 

Drug pricing policies, M&A oversight, FDA and HHS leadership, the Biosecure Act and tariffs are among the many issues pharmaceutical manufacturers will be closely watching.

Novo Nordisk’s Dependence On Semaglutide Increases

Novo Nordisk’s Dependence On Semaglutide Increases

 

A single molecule was responsible for nearly three quarters of the Danish group’s DKK71.3bn ($10.3bn) Q3 revenues.

Vertex Readies For Major Readouts, With Data Due Soon In Big Pain Market

Vertex Readies For Major Readouts, With Data Due Soon In Big Pain Market

 
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Q3 revenue beat consensus and Vertex raised its guidance, but R&D progress was the main highlight across the cystic fibrosis, kidney disease, type 1 diabetes and, particularly, pain pipeline.

Finance Watch: Syndax Raises $350m, KalVista Gets $100m In Royalty Deals

Finance Watch: Syndax Raises $350m, KalVista Gets $100m In Royalty Deals

 
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Public Company Edition: Syndax received all $350m from its royalty financing up front, while KalVista got $100m initially out of up to $179m. Also, Vera, EyePoint and Eledon grossed $300m, $161m and $85m in follow-on offerings, while Neurogene raised $200m in a private placement.