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DATA COMPILATION #PharmaFlow

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DMF filings surge 44% in Q1 2025; India tops list with 51% rise in year-on-year submissions
The first quarter (Q1) of 2025 witnessed an impressive surge in Drug Master File (DMF) submissions to the US Food and Drug Administration (FDA), signaling a robust expansion in pharmaceutical development activities, the looming threat of tariffs notwithstanding.A total of 339 Type II DMFs were submitted during this period, as opposed to 235 submissions in Q1 2024, marking an exceptional increase of 44.26 percent. PharmaCompass’ data suggests that this is a record high for any first quarter.Overall, 440 DMFs were submitted across all categories (Types II, III, IV, and V) during Q1 2025, compared to 353 in the same period last year — representing a 24.65 percent increase.India and China continued to dominate the DMF landscape. India led with 162 submissions in Q1 2025, posting a remarkable 51.4 percent increase over 107 submissions recorded in Q1 2024. China followed with 135 submissions, representing a 33.66 percent increase over the 101 filings in Q1 2024.Taiwan sprung a surprise as a distant third. It made 12 DMF submissions in Q1 2025, as opposed to just one in Q1 2024. Western countries like the US, Spain, Germany, and Italy have maintained relatively stable or declining submission rates. Only the Netherlands showed significant growth with four DMF submissions in Q1 2025, up from zero in Q1 2024. View FDA DMF Filings in Q1 2025 (Power BI Dashboard, Free Excel Available)Indian giants MSN, Aurobindo, Cipla, Dr Reddy’s lead record-breaking DMF surgeIndia lived up to its “pharmacy of the world” reputation with the highest DMF submissions. In fact, seven of the top eight companies in the DMF tally were headquartered in India. MSN Group, emerged as the unequivocal leader with 23 submissions in Q1 2025, as against 15 in Q1 2024. Aurobindo Pharma increased its DMF activity from seven submissions in Q1 2024 to 12 in Q1 2025. Alivus Life Sciences, formerly known as Glenmark, made a dramatic leap with eight submissions in Q1 2025, quadrupling its previous year’s count of just two. Cipla more than doubled its DMF submissions — from three in Q1 2024 to eight in Q1 2025.Dr. Reddy’s Laboratories, one of India’s largest generic drugmakers, filed seven DMF submissions. The company’s Q1 2025 DMF portfolio includes high-value molecules like deucravacitinib, finerenone, enzalutamide, niraparib tosylate monohydrate, tucatinib, and tizanidine hydrochloride.Dr. Reddy’s has also indicated that they are open to manufacturing in the US. Meanwhile, Hetero Drugs filed seven submissions while Lee Pharma recorded six in Q1 2025.Chinese manufacturer Jiangsu East-Mab Biomedical Technology also established a significant presence with six DMFs. View FDA DMF Filings in Q1 2025 (Power BI Dashboard, Free Excel Available) Semaglutide, finerenone see most DMF submissions; first-time filings surge 64%Semaglutide and finerenone emerged as the most documented molecules in Q1 2025, each garnering nine DMF submissions. Semaglutide, a glucagon-like peptide-1 (GLP-1) receptor agonist that has revolutionized diabetes management and weight loss treatment, continues to attract significant manufacturer interest. Similarly, finerenone, a non-steroidal drug used in treating chronic kidney disease in type 2 diabetes patients, has garnered attention from manufacturers.Carfilzomib, used in multiple myeloma treatment, secured the third position with five DMF submissions. Deucravacitinib, a novel drug approved for moderate to severe plaque psoriasis, followed with four DMF submissions.There were several molecules with three DMF submissions each. Among them were tapinarof, a novel drug for psoriasis, and tirzepatide, a GLP-1/GIP receptor agonist that has shown remarkable efficacy in diabetes and weight management. During the quarter, 23 molecules received their inaugural DMF submissions. This number has risen by 64 percent since Q1 2024, when only 14 drugs saw their first DMF filings.In Q1 2025, these 23 first-time molecules collectively garnered 30 DMF submissions, with deucravacitinib emerging as the clear leader. Indian companies Dr. Reddy’s Laboratories and Cipla filed DMFs for this plaque psoriasis treatment as did Spain’s Curia and PMC Global.The Q1 2025 roster of first-time DMF filings include retatrutide (another GLP-1 receptor agonist), sotagliflozin, setmelanotide acetate, daridorexant, nusinersen, zavegepant, belzutifan, elacestrant dihydrochloride, selumetinib sulfate, sotorasib, atogepant, omadacycline tosylate, osilodrostat phosphate, ensifentrine, landiolol hydrochloride, maralixibat chloride, maribavir, methyl olivetolate, diazoxide choline, sparsentan, thinnertide, and vismodegib. View FDA DMF Filings in Q1 2025 (Power BI Dashboard, Free Excel Available) Our viewGiven Trump’s rhetoric around tariffs on imported drugs, the record-breaking DMF submissions in Q1 2025 sent out a strong message that the global pharmaceutical industry is willing to take on the complex geopolitical situation with resilience and strategic foresight.On a different note, the rise in DMF filings also indicate increased workload for the FDA staff, as also more inspections by the agency. It seems like more ‘laid off’ FDA employees will be asked to return to work in the coming days.

Impressions: 633

https://www.pharmacompass.com/radio-compass-blog/dmf-filings-surge-44-in-q1-2025-india-tops-list-with-51-rise-in-year-on-year-submissions

#PharmaFlow by PHARMACOMPASS
15 May 2025

STOCK RECAP #PipelineProspector

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Pipeline Prospector Aug 2024: Otsuka buys Jnana, Lilly’s market cap gains by over US$ 108 bn post new guidance
As summer draws to a close, pharma and biotech indices posted their fourth consecutive month in the green. The Nasdaq Biotechnology Index (NBI) rose 1.3 percent from 4,821.49 to 4,882 in August and the SPDR S&P Biotech ETF (XBI) index gained 1.7 percent from 99.53 to 101.26. The S&P Biotechnology Select Industry Index (SPSIBI) saw a 2.3 percent increase to 7,897.85 from 7,717 posted in July-end. Over the last four months, NBI, XBI, and SPSIBI have rallied 17 percent, 19 percent, and 20 percent, respectively.Amongst the notable negative news, the US Food and Drug Administration (FDA) declined to approve an application of MDMA, commonly known as ecstasy, to treat post-traumatic stress disorder (PTSD). Lykos Therapeutics, the company behind this application, received a complete response letter citing concerns about the trial. Access the Pipeline Prospector Dashboard for August 2024 Newsmakers (Free Excel)Otsuka buys Jnana for up to US$ 1.1 bn; Merck inks US$ 1.3 bn deal with China’s CuronAugust saw several acquisitions and deals. Japan’s Otsuka Pharmaceutical said it is acquiring clinical-stage biotech Jnana Therapeutics through a potential US$ 1.1 billion deal. This includes a payment of US$ 800 million to Jnana’s shareholders on completion of the acquisition, and an additional US$ 325 million in milestone payments. Merck has evinced interest in the growing field of bispecific antibodies by paying China-based Curon US$ 700 million upfront, with an additional US$ 600 million in milestone payments, for the rights to CN201, an experimental cancer med in early-stage trials for treating non-Hodgkin’s lymphoma and B-cell acute lymphocytic leukemia.Roche, via its subsidiary Genentech, has secured exclusive rights to molecules from Sangamo Therapeutics designed to repress the gene that makes “tau,” a protein many scientists believe is a driver of Alzheimer’s disease. The potential US$ 1.95 billion deal comprises other novel genomic medicines for neurodegenerative diseases.Denmark’s Adcendo acquired global rights (excluding Greater China) to Multitude Therapeutics' first-in-class antibody-drug-conjugate (ADC) candidate for up to US$ 1 billion. The ADC targets tissue factor (TF) highly expressed in various cancers including lung, colorectal, cervical, esophageal, head and neck, bladder, and some gastrointestinal cancers, but limited in normal tissues. The candidate, ADCE-T02, is a highly differentiated anti-TF ADC.In other deals, Instil Bio agreed to pay up to US$ 2 billion to China’s ImmuneOnco Biopharmaceuticals for two clinical-stage cancer candidates. Similarly, Eisai inked a deal with SEED Therapeutics worth up to US$ 1.5 billion to develop novel drugs for neurodegenerative diseases and cancer. Access the Pipeline Prospector Dashboard for August 2024 Newsmakers (Free Excel) Gilead’s US$ 4.3bn CymaBay bet pays off; Adaptimmune’s Tecelra becomes first-ever TCR gene therapyThe month also saw several significant drug approvals. Gilead’s Livdelzi gained FDA’s accelerated approval for primary biliary cholangitis (PBC), an inflammatory liver disease. This approval validates Gilead’s US$ 4.3 billion acquisition of CymaBay and positions the once-daily pill as a potential challenger to the current PBC standard of care.Novartis’ Fabhalta also gained accelerated approval for reducing excess protein in the urine of patients with primary immunoglobulin A nephropathy (IgAN), addressing an important aspect of kidney disease management.Adaptimmune’s Tecelra received accelerated approval from the FDA as the first-ever T cell receptor (TCR) gene therapy. It was greenlit for a rare type of cancer — synovial sarcoma — that often affects young people.J&J’s high hopes for Rybrevant got validated when FDA approved it for use in combination with its new drug Lazcluze to treat a kind of non-small cell lung cancer (NSCLC). This is the only chemotherapy-free regimen that has shown superior progression-free survival as compared to AstraZeneca’s Tagrisso, the current standard of care in the first-line setting.Meanwhile, Astra’s other blockbuster cancer drug Imfinzi received FDA’s approval as an additional treatment after surgery for a type of NSCLC, expanding its use in the treatment paradigm.Servier’s Voranigo became the first and only treatment in the US for a certain kind of brain tumor, offering a once-daily pill option for patients with grade 2 IDH-mutant glioma. Additionally in oncology, GSK’s Jemperli received a broad US label expansion for first-line treatment of endometrial cancer. Citius’ Lymphir received FDA approval for relapsed or refractory cutaneous T-cell lymphoma.ARS Pharmaceuticals’ EURneffy and Neffy became the first nasal spray alternatives to EpiPen for severe allergic reactions in Europe and the US, respectively. This represents a new era in needle-free emergency allergy treatment.To deal with a surge in Covid cases in the US, FDA approved updated versions of Pfizer and BioNTech’s Comirnaty, Moderna’s Spikevax and Novavax's jab that target a strain called KP.2.that target a strain called KP.2. Access the Pipeline Prospector Dashboard for August 2024 Newsmakers (Free Excel) Lilly’s market cap surges US$ 108 bn post Q2 results; Bavarian Nordic’s stock jumps 42%Eli Lilly announced its second-quarter results last month. Its Q2 revenue increased 36 percent year-on-year due to its diabetes and obesity meds Mounjaro and Zepbound and breast cancer med Verzenio. It prompted Lilly to raise its 2024 revenue guidance by US$ 3 billion. Lilly now expects between US$ 45.4 billion and US$ 46.6 billion in 2024 revenue. The news led to a 14 percent rise in its stock, as it gained over US$ 108 billion in market capitalization. The stock hit an all-time high of US$ 972.53 on August 22. Lilly said tirzepatide (Zepbound and Mounjaro) slashed the risk of developing type 2 diabetes in overweight or obese adults with pre-diabetes by 94 percent. One in three adults in the US, or around 98 million Americans, have pre-diabetes. A late-stage trial also showed tirzepatide reduced the risk of hospitalization or death due to heart failure by 38 percent.The stock of Bavarian Nordic, which makes the monkey pox vaccine Jynneos, gained 42 percent in August after the World Health Organization declared a global health emergency over the mpox outbreak in Africa. As the month drew to a close, FDA granted expanded approval to Emergent BioSolutions’ smallpox vaccine — ACAM2000 — for use in people at high risk of mpox infection. This makes Emergent’s shot the second approved vaccine against mpox in the US after Jynneos.In trials, Bayer posted a key win with Kerendia showing it can reduce the risk of cardiovascular death, and first and recurrent heart failure events in a phase 3 trial. Access the Pipeline Prospector Dashboard for August 2024 Newsmakers (Free Excel) Our viewDuring August, the pharmaceutical industry’s resilience was on full display. A surge in Lilly’s market cap by US$ 108 billion underscores the commercial potential of cutting-edge therapies. And we hope to see more of such successes on the bourses in the coming months. Access the Pipeline Prospector Dashboard for August 2024 Newsmakers (Free Excel) 

Impressions: 2289

https://www.pharmacompass.com/pipeline-prospector-blog/pipeline-prospector-aug-2024-otsuka-buys-jnana-lilly-s-market-cap-gains-by-over-us-108-bn-post-new-guidance

#PharmaFlow by PHARMACOMPASS
05 Sep 2024

NEWS #PharmaBuzz

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https://www.fiercepharma.com/pharma/booming-sales-bayers-kerendia-nubeqa-overcome-decline-xarelto

FIERCE PHARMA
13 May 2025

https://www.expresspharma.in/finerenone-continues-to-impress-in-diabetic-kidney-disease-space-globaldata/

EXPRESSPHARMA
30 Apr 2025

https://www.businesswire.com/news/home/20250317365095/en/U.S.-FDA-Accepts-Supplemental-New-Drug-Application-Under-Priority-Review-for-New-Indication-for-KERENDIA-finerenone-in-Patients-with-Heart-Failure-with-Left-Ventricular-Ejection-Fraction-of-40

BUSINESSWIRE
17 Mar 2025

https://www.indianpharmapost.com/news/bayer-files-for-approval-of-finerenone-in-heart-failure-in-japan-16786

INDPHARMAPOST
15 Feb 2025

https://www.indianpharmapost.com/news/bayers-pharma-growth-strategy-progressing-well-as-pipeline-advances-16667

INDPHARMAPOST
15 Jan 2025

https://www.fiercepharma.com/pharma/bayers-kerendia-reduced-risk-cardio-death-16-tough-treat-class-heart-failure-patients

FIERCE PHARMA
02 Sep 2024