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Jul 03, 2026
China's 12th national Volume-Based Procurement round places RMB 60 billion across 65 drug varieties, accelerating generics and biosimilars substitution. Separately, Genialis launched BioBridge to help translate Chinese oncology trial results into Western development programs, as Chinese out-licensing hit $137.7 billion in 2025.
Aug 06, 2026
Astellas Pharma reported fiscal 2026 sales of ¥2.14 trillion and net income of ¥291.54 billion, alongside an FDA Priority Review for PADCEV plus Keytruda in muscle-invasive bladder cancer. The company also settled U.S. Myrbetriq patent disputes with Lupin and Zydus. Shares trade at ¥2,470 with mixed valuation signals.
Jun 08, 2026
Sangamo Therapeutics has retained Raymond James to evaluate strategic alternatives to advance its pipeline and maximize stakeholder value. Key assets include the BLA-ready Fabry disease gene therapy ST-920, the STAC-BBB capsid platform generating $88M in fees to date, and multiple neurology programs. No transaction has been agreed and no timetable has been set.
Jun 05, 2026
Key oncology developments include a $315 million partnership between Astellas and Vir for the prostate cancer T-cell engager VIR-5500, with updated phase 1 data showing an 82% PSA50 rate. The FDA accepted a filing for Ono Pharmaceuticals' tirabrutinib seeking accelerated approval in primary central nervous system lymphoma. Research findings also identified a new kidney cancer biomarker and showed promising results for the TRK inhibitor repotrectinib and the breast cancer triple therapy gedatolisib plus palbociclib and fulvestrant.
Jun 05, 2026
Global oncology drug spending is projected to reach $467 billion by 2030, driven by novel modalities like ADCs and bispecifics, but growth will slow due to patent expirations for key drugs like Keytruda and Lynparza. R&D is shifting, with novel modalities accounting for 33% of clinical trials in 2025. The industry is also seeing broader innovation and investment, with new blockbuster contenders emerging across multiple therapeutic areas.
May 02, 2026
Pfizer reported new clinical and regulatory milestones across oncology, obesity and hemophilia, including BREAKWATER Phase 3 data and Priority Review for HYMPAVZI. The company also cited MagnetisMM-5 results and FDA priority review for PADCEV.
Apr 29, 2026
Recent biosimilar and biologic developments included Health Canada approval of denosumab biosimilars, FDA review actions, and new licensing and commercialisation agreements. Other updates covered court, trial and reimbursement agenda decisions.
Apr 24, 2026
AstraZeneca will report pivotal first-half data on sonesitatug vedotin in Claudin18.2 gastric cancer. The phase 3 Clarity-Gastric01 study is enrolling patients with ≥25% expression.
Apr 22, 2026
Astellas terminated its phase 1 ASP5502 study in Sjögren’s syndrome as Novartis said the FDA granted breakthrough therapy designation to ianalumab. Novartis plans global regulatory submissions from early 2026 after positive phase III data.
Apr 15, 2026
Artificial intelligence is being adopted across clinical development and could shorten drug development timelines by roughly 18 months while lowering R&D spending by about 5%. Data provenance and consent frameworks remain key issues as pharma companies expand AI use.
Apr 01, 2026
Market analysis reports project substantial growth through 2033 across sarcopenia treatments, oncology injection drugs, and ASO-based therapies. Major pharmaceutical companies including Pfizer, Merck, Roche, Novartis, and Amgen feature prominently across all three therapeutic areas. The reports cover market segmentation, geographic analysis, and competitive landscapes for each sector.
Mar 24, 2026
Ocular Therapeutix's experimental drug Axpaxli showed superior vision maintenance compared to Regeneron's Eylea in a late-stage wet AMD trial. Meanwhile, Ocugen reported 12-month data showing its gene therapy OCU410 reduced geographic atrophy lesions by 31%, though less than earlier interim results. Both companies are advancing toward regulatory submissions and further clinical development.
Mar 02, 2026
Merck is diversifying its oncology pipeline beyond Keytruda as the blockbuster approaches patent cliffs, focusing on immune modulating therapies, antibody-drug conjugates, and tumor intrinsic treatments through strategic acquisitions and partnerships.
Mar 02, 2026
Genmab is moving GEN1106, a SLITRK6-targeting ADC acquired through its $1.8bn ProfoundBio takeover, into phase 1 trials despite several recent discontinuations and the 2017 failure of the only other similar project.
Feb 27, 2026
Pharmaceutical companies are increasingly partnering with biotechs developing RNA-targeting small molecules, driven by advances in RNA structural biology and the success of drugs like Roche's Evrysdi. The approach aims to address "undruggable" targets while offering oral availability advantages.
Feb 20, 2026
Drug discovery is expanding beyond traditional protein targets to include RNA-targeting small molecules, cell surface proteins, and sequence-based AI platforms capable of screening billions of candidates across the entire genome.
Feb 24, 2026
Vir Biotechnology reported Q4 EPS of ($0.31), beating estimates by $0.23, with revenue of $64.07 million. The company announced a global strategic collaboration with Astellas for VIR-5500 and reported $781.6 million in cash and investments.
Feb 24, 2026
Vir Biotechnology announced a global strategic collaboration with Astellas for VIR-5500, a PSMA-targeted dual-masked T-cell engager for prostate cancer, and reported $781.6 million in cash and investments as of December 31, 2025.
Feb 13, 2026
Zydus Lifesciences resolves US patent litigation with Astellas Pharma over generic Mirabegron for $120 million plus per-unit licensing fees through September 2027, enabling continued US marketing.
