GLP-1 receptor
Sep 21, 2026
The Semaglutide Patent Cliff: A New Challenge for Novo Nordisk and Eli Lilly
Summary Semaglutide patent expiry is staggered, not simultaneous: early wave in 2026 (India, China, Brazil, Canada, South Africa), mid wave ~2031 (UK, EU4, Japan), late wave 2032–33 (US). India and China are the biggest near-term battlegrounds, covering ~40% of the world population and a third of global obes...
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Sep 01, 2026
Takeda’s MIMRYLO Wins U.S. FDA Approval for Polycythemia Vera; Lilly’s Mounjaro Gains FDA Approval for Cardiovascular Risk Reduction in Type 2 Diabetes; Teva Expands Neuroscience Portfolio Through Proposed Acquisition; BioNTech Ends Phase 2 Study of Autogene Cevumeran in Colorectal Cancer; AusperBio Secures $120 Million Series C to Advance AHB-137 and Next-Generation Hepatitis B Therapies
Takeda Gains FDA Approval for MIMRYLO Takeda announced that the U.S. Food and Drug Administration (FDA) has approved the New Drug Application (NDA) for MIMRYLO™ (rusfertide) to treat erythrocytosis in adults with polycythemia vera (PV), a type of blood cancer. MIMRYLO is a first-in-class hepcidin mimetic develop...
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Aug 25, 2026
US FDA Grants Priority Review to Jemperli for dMMR/MSI-H Locally Advanced Rectal Cancer; Amylyx’s Avexitide Achieves Positive Topline Results in Phase 3 LUCIDITY Study; Ultragenyx Marks Major Milestone as FDA Approves GENGLYCOS for GSDIa; Pasatru Receives FDA Approval for Fibrodysplasia Ossificans Progressiva; Merck and Moderna’s Intismeran Autogene Plus KEYTRUDA Delivers Positive Phase 3 Results in Resected Melanoma
GSK’s Jemperli Granted FDA Priority Review for dMMR/MSI-H Locally Advanced Rectal Cancer GSK plc announced that the US Food and Drug Administration (FDA) has accepted its supplemental Biologics License Application (sBLA) for priority review of Jemperli (dostarlimab) as a potential treatment for patients with pre...
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Jul 14, 2026
Hengrui Pharma Encounters FDA Regulatory Hurdle for Camrelizumab–Rivoceranib; Kailera Therapeutics Announces Positive Results for HRS-7535/KAI-7535 Across Two Phase 3 Studies; Jemperli Underscores Durable Clinical Complete Responses in dMMR/MSI-H Rectal Cancer; FDA Approves PADCEV-Keytruda Combination for Neoadjuvant and Adjuvant Treatment of Muscle-Invasive Bladder Cancer; Sanofi’s Subcutaneous Sarclisa Escena Gains US Approval
Hengrui Pharma Receives FDA Complete Response Letter for Camrelizumab–Rivoceranib Combination in Advanced Liver Cancer Hengrui Pharma and Elevar Therapeutics have encountered another setback in their efforts to secure U.S. approval for the combination of camrelizumab and rivoceranib, as the FDA has issued a thir...
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Jul 10, 2026
Top Obesity Drugs by Revenue in 2025: The Biggest Winners in the Weight Loss Market
Summary The obesity treatment market has shifted from a niche category to a major pharma growth engine, with revenues in the leading markets rising from about $16 billion in 2025 to a projected $80 billion by 2034 and potentially more than $100 billion by 2036. Eli Lilly led the category in 2025, driven by M...
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Jun 15, 2026
The Oral GLP-1 Revolution: How Pill-Based Drugs Are Reshaping the Obesity Treatment Space
Summary The obesity drug landscape is shifting from injectable GLP-1s to oral pill-based treatments, marking a major turning point in pharmacotherapy. Two oral GLP-1s have now received FDA approval: Novo Nordisk's WEGOVY pill (December 2025) and Eli Lilly's FOUNDAYO (April 2026). Several companies, such a...
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Jun 09, 2026
Roche Expands Pipeline Through Global Bexobrutideg Partnership with Nurix Therapeutics; Incyte to Acquire Vega Therapeutics; Tango Therapeutics Unveils Promising Pancreatic Cancer Data with Vopimetostat–Daraxonrasib Combination; Otsuka Announces Encouraging 12-Month eGFR Outcomes from Phase 3 VISIONARY Study of VOYXACT in IgAN; Innovent Biologics Unveils Phase 3 DREAMS-3 Findings for First Approved GCG/GLP-1 Dual Receptor Agonist
Roche and Nurix Therapeutics Partner to Advance BTK Degrader Bexobrutideg Roche has entered into an exclusive licensing and collaboration agreement with Nurix Therapeutics to jointly develop and commercialize bexobrutideg (NX-5948), Nurix’s investigational Bruton’s Tyrosine Kinase (BTK) degrader. Through this pa...
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Feb 24, 2026
Gilead Sciences to Acquire Arcellx in Strategic Move to Accelerate Anito-cel Development; Novo Nordisk Faces Setback as CagriSema Underwhelms Against Rival Therapy in Trial; Vanda Pharmaceuticals Secures FDA Approval for BYSANTI; All-oral Calquence + venetoclax Combo Clears in the US for First-line Treatment of CLL; Merck’s ENFLONSIA Demonstrates Strong Protection Against Severe RSV in Young Children Over Consecutive Seasons
Gilead Sciences Announces Acquisition of Arcellx to Advance Long-Term Growth of Anito-cel Gilead Sciences announced a definitive agreement to acquire Arcellx, a clinical-stage biotechnology company, in a strategic move to strengthen its leadership in cell therapy and oncology innovation. The acquisition builds o...
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Jan 27, 2026
Sanofi Strengthens Amlitelimab’s Position in Atopic Dermatitis; Corcept Announces Statistically Significant Overall Survival Benefit in Phase 3 ROSELLA Study; CORXEL Raises $287M Series D1 for Cardiometabolic Pipeline Expansion; IntraBio’s Levacetylleucine Demonstrates Positive Results in Pivotal Ataxia-Telangiectasia Trial; Otsuka Secures FDA Acceptance and Priority Review for Centanafadine in ADHD
Sanofi’s Amlitelimab Demonstrates Promise in Atopic Dermatitis Following the positive findings from the COAST 1 trial (NCT06130566) reported in September 2025, two additional global Phase 3 studies, SHORE (NCT06224348) and COAST 2 (NCT06181435), have further strengthened the clinical evidence supporting amliteli...
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Jan 23, 2026
JPM 2026 Recap: Who’s Winning, Who’s Catching Up, and Who’s at Risk?
The 44th Annual J.P. Morgan Healthcare Conference, held January 12-15, 2026, in San Francisco, revealed a pharmaceutical sector at an inflection point. With major blockbusters facing patent expirations, industry leaders such as Eli Lilly, Novo Nordisk, Bristol Myers Squibb, AbbVie, Bayer, Pfizer, Novartis, Roche, M...
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