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Aug 07, 2026
China has become the dominant source of external drug innovation, with pharma licensing deals reaching $135.7 billion in 2025 and China developing 30% of the world's new innovative drugs. Meanwhile, India is expanding AI use in drug discovery and strengthening its CRDMO and IP infrastructure, though investment gaps persist.
Aug 01, 2026
Groupama Asset Management acquired a new stake in AstraZeneca, while ING Groep NV trimmed its position, reflecting mixed institutional activity. Amundi, Janus Henderson, and Royal Bank of Canada significantly increased their holdings in the first quarter. Institutional investors and hedge funds own 20.35% of AstraZeneca's stock.
Jul 10, 2026
Drug discovery success hinges on target, modality, and indication; over two-thirds of programs fail in Phase 2. Integrated strategies and disease-relevant models help reduce attrition. A Lonza webinar on April 22, 2026 covers CRISPR screening.
Aug 04, 2026
Hengrui Medicine won NMPA clearance for a Phase II NSCLC trial combining SHR-A2009 ADC with adebrelimab or EGFR-TKI, and with partner Kailera reported up to 12.1% weight loss in a Phase II obesity study of oral ribupatide. SHR-A2009 monotherapy NDA is under review for NSCLC, and cumulative R&D on SHR-A2009 has reached RMB 330 million.
Jul 30, 2026
Novartis AG is selling its 70.68% controlling stake in Novartis India to ChrysCapital for $175 million, triggering a mandatory open offer at INR 860.64 per share. Shares surged 20% as the Swiss drugmaker shifts investment to US manufacturing amid tariff risks.
Jul 27, 2026
AstraZeneca Q2 core EPS of $2.63 beat consensus, driven by 15% oncology and 8% rare disease growth. The company maintained its 2030 $80 billion revenue target and has more than 20 Phase III readouts expected over the next 18 months.
Jul 27, 2026
Trump’s phased tariffs on medicines spur over $400 billion in US pharma investments. Indian generic makers face a 2028 deadline to adapt.
Jul 25, 2026
A real-world study in Galicia showed nirsevimab reduced RSV-related hospitalizations by 85.9% in the first season and 55.3% in the second. The RSV prevention market is expanding to cover high-risk children, with Beyfortus the only antibody approved for second-season use. The FDA has cited Sanofi for misleading promotional claims about the product.
Jul 20, 2026
A study in JAMA Open finds that anti-kickback penalties paid by pharma companies amounted to just 2.2% of U.S. revenue from involved drugs. Pfizer recently disclosed $60,000 in lobbying on drug pricing and vaccine issues. Researchers say settlements act as a cost of doing business.
Jul 12, 2026
Savara resubmits BLA with near-term FDA decision expected; Sarepta reports $331M in Q1 net product revenue but Elevidys sales continue to decline; AstraZeneca stock falls ahead of July 2026 earnings release.
Jul 11, 2026
CSPC Pharmaceutical Group achieved a $25 million R&D milestone payment in its obesity drug alliance with AstraZeneca, part of a record $18.5 billion deal. The collaboration centers on long-acting GLP-1 assets, including a Phase I candidate, but CSPC shares declined on competitive and governance concerns.
Jun 23, 2026
The bladder cancer therapeutics market is expanding with recent FDA approvals including INLEXZO for NMIBC and a KEYTRUDA-Padvev combination for MIBC, while the NMIBC market reached approximately USD 3 billion in 2025 across seven major markets. Ferring reported record revenues exceeding €2.5 billion in 2025, driven by Adstiladrin as its second major growth driver. A robust pipeline of emerging therapies is expected to further transform the market through 2036.
Jun 20, 2026
Iterative Health closes $77M Series C to expand its multispecialty clinical research network, while Biorce secures $52.5M Series A for AI platform aimed at streamlining clinical trial design and execution.
Jun 19, 2026
AstraZeneca is advancing its oral GLP-1 drug into Phase III trials while defending dapagliflozin patents in Australia. The company obtained an Australian court injunction against a generic competitor and has partnered with Evinova to use AI for clinical trials. India could be a future market for the oral GLP-1 drug pending global trial data.
Jun 15, 2026
At the ADA Scientific Sessions, Novo Nordisk's Wegovy pill surpassed 3 million prescriptions within five months, while Structure Therapeutics and AstraZeneca shared mid-stage GLP-1 data targeting a 2029 launch. The US FDA approved TRUQAP as the first targeted treatment for PTEN-deficient metastatic prostate cancer, reducing disease progression risk by 19% in the CAPItello-281 trial. Meanwhile, two major genomic atlas projects—a 4,098-genome infant gut bacteria catalog and Basecamp Research's Trillion Gene Atlas—aim to advance precision probiotics and AI-driven drug discovery, respectively.
Jun 10, 2026
Onco-Innovations has begun scaling production of A83B4C63, the API in its lead cancer drug ONC010, to kilogram quantities at Dalton Pharma Services' Toronto facility to support IND-enabling studies. The company's subsidiary Inka Health signed AI research agreements with AstraZeneca and GlaxoSmithKline, and plans a first-in-human study in 2026 pending a pre-IND meeting with the FDA.
Jun 09, 2026
Global drugmakers are expanding rare disease research investment in Brazil, attracted by new regulations, genetic diversity, and the public healthcare system's data capabilities. Major companies including AstraZeneca, Biogen, and Roche have committed significant clinical research budgets to the country. Despite this progress, advocates warn that a significant global funding gap persists, with 95% of rare diseases still lacking an FDA-approved treatment.
Jun 06, 2026
Recent market reports forecast significant growth in the progressive pulmonary fibrosis market, set to reach $2.7 billion by 2035, and the global asthma and COPD drugs market, projected to hit US$ 82.2 billion by 2036. The Asia Pacific pharma 4.0 market is also expanding rapidly, driven by digital technologies like AI and IoT.
Jun 05, 2026
A placebo-controlled trial shows tezepelumab significantly reduces oral corticosteroid dependence in severe asthma, with patients achieving nearly three times the odds of reduction versus placebo. A separate case report documents dramatic functional recovery in an elderly patient who switched from mepolizumab to tezepelumab after inadequate response.
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.
