Related coverage linked through entity extraction aliases.
Jul 27, 2026
IBBQ posted a 43.6% one-year return and 38% max drawdown, while IBB has $9.61B AUM and no dividends. IBBQ outperformed VHT and IXJ over one year but with higher volatility.
Aug 04, 2026
FDA final guidance sets standards for psychedelic clinical trials. Federal agencies and states are advancing psilocybin and ibogaine research, and Eli Lilly is acquiring AtaiBeckley for $2.8 billion.
Jun 20, 2026
Amgen shares have fallen 12.6% in three months despite relatively solid Q1 results, while Novo Nordisk maintains a 54.6% global GLP-1 market share. Both companies face pipeline competition and pricing pressures.
Aug 07, 2026
AI is transforming drug discovery across target ID, molecule design and trial optimization. Milestones include regulatory qualification of digital-twin controls and positive Phase 2a data, though 90-95% of candidates still fail.
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
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
Eli Lilly builds $1.5B stockpile for oral obesity drug orforglipron; study shows GLP-1s cut cancer risk; logistics firms invest in cold chain; and amylin drug race heats up with $19B in deals.
Jul 24, 2026
Eli Lilly will file its triple-agonist obesity drug retatrutide in early 2027 via a Biologics License Application, seeking stronger market protections. Positive Phase 3 results showed up to 22.6% weight loss, while cardiovascular safety data raised some questions.
Jul 17, 2026
Eli Lilly's Taltz-Zepbound combination achieved significant improvements in two Phase 3b trials for plaque psoriasis and psoriatic arthritis with obesity. Combo therapy led to complete skin clearance and weight loss in psoriasis, and rapid disease activity reduction in psoriatic arthritis. The results were presented at AAD 2026.
Jun 28, 2026
The global insulin drugs and delivery devices market is dominated by three manufacturers supplying roughly 90% of volume, with biosimilar entry slowly eroding this oligopoly. The market is projected to see continued growth driven by rising diabetes prevalence, while pricing pressure from biosimilars and government policies accelerates. In the Middle East, the recombinant human insulin market is projected to expand at a 6–8% CAGR through 2035.
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 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 08, 2026
Canaccord Genuity initiated Beam Therapeutics with a buy rating and $74 price target, highlighting near-term catalysts. Beam reached an agreement with the FDA on an accelerated approval pathway for its BEAM-302 AATD therapy, which showed early clinical proof-of-concept for in vivo base editing. The company plans a BLA for risto-cel and a pivotal plan for BEAM-302 in early 2026.
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 18, 2026
Wegovy and Mounjaro prices in South Korea are higher than in China and Japan. South Korea added both drugs to a non-insurance reporting system, but immediate price cuts are unlikely.
May 14, 2026
Lilly said a Phase IIIb trial of ixekizumab plus tirzepatide in psoriasis and obesity or overweight beat ixekizumab alone on complete skin clearance plus at least 10% weight loss at 36 weeks.
May 13, 2026
Eli Lilly reported positive phase 3b Together-PsO results for Taltz plus Zepbound in adults with plaque psoriasis and obesity or overweight. Separate meeting updates highlighted new oral plaque psoriasis therapies with biologic-like efficacy.
May 12, 2026
Trump secured agreements with 16 pharmaceutical companies tied to TrumpRx.gov, including most-favoured-nation pricing and direct-to-patient discounts. Several companies disclosed price cuts for obesity, diabetes, insulin and other medicines.
May 10, 2026
Insulin list prices rose more than 300% over two decades as PBMs face growing scrutiny over rebates, spread pricing, and transparency. Reform efforts and pharmacist involvement are central to drug affordability and access.
