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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: 1490

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 Jan 2025: J&J’s US$ 14.6 bn Intra-Cellular buyout kicks off deal frenzy; Ozempic clinches FDA nod for CKD
January was a busy month that saw several deals being announced at the JP Morgan Healthcare Conference. In all, deals worth over US$ 19.3 billion were signed at the annual event. The month also saw several key drugs getting approved by the US Food and Drug Administration (FDA). This got reflected in the indices — while the Nasdaq Biotechnology Index (NBI) rebounded 4.42 percent to reach 4,532.75, the SPDR S&P Biotech ETF (XBI) and S&P Biotechnology Select Industry Index (SPSIBI) posted gains of 1.89 percent and 2.84 percent respectively.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)    J&J buys Intra-Cellular for US$ 14.6 bn, Lilly strikes US$ 2.5 bn cancer deal with Scorpion Johnson & Johnson (stock up 5 percent) announced the biggest biotech buyout since March 2023 with its acquisition of Intra-Cellular Therapies (stock up 49 percent), a neuroscience-focused biopharmaceutical company, for US$ 14.6 billion. Intra-Cellular’s lead drug, Caplyta (lumateperone), approved for bipolar depression, is undergoing FDA review for major depressive disorder (MDD).  Eli Lilly (stock up 5 percent) announced a US$ 2.5 billion deal to acquire Scorpion Therapeutics’ experimental cancer therapy, STX-478. This therapy targets specific mutations in breast cancer and other solid tumors. Lilly also partnered with UK-based Alchemab Therapeutics to develop up to five new antibodies targeting amyotrophic lateral sclerosis (ALS). Gilead Sciences (stock up 5 percent) and LEO Pharma teamed up in a deal worth up to US$ 1.7 billion to develop oral STAT6 inhibitors for inflammatory diseases. These inhibitors will target key pathways in conditions like atopic dermatitis, asthma, and COPD, offering a potential oral alternative to injectable biologics. GSK (stock up 6 percent) agreed to acquire IDRx, a Massachusetts-based developer of rare cancer therapies, for up to US$ 1.15 billion. IDRx focuses on treatments for gastrointestinal stromal tumors (GIST), rare cancers that develop in the digestive tract.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)   Ozempic becomes first GLP-1 to treat CKD in diabetes patients; Novo puts another US$ 4.6 bn in deal with Valo FDA approved Novo Nordisk’s Ozempic (semaglutide) to reduce the risk of kidney disease progression, kidney failure, and cardiovascular death in adults with type 2 diabetes and chronic kidney disease (CKD). This approval makes Ozempic the first glucagon-like peptide 1 (GLP-1) receptor agonist indicated for this patient population. This most broadly indicated GLP-1 drug is already approved for cardiovascular events. Novo also announced expansion of its collaboration with Valo Health to discover and develop novel treatments for obesity, type 2 diabetes, and cardiovascular diseases. This partnership leverages Valo’s extensive human datasets and artificial intelligence capabilities.  The expanded agreement is potentially worth US$ 4.6 billion for up to 20 drug programs. Akero Therapeutics’ stock jumped 100 percent after data from its mid-stage trial showed that 39 percent of patients treated with a 50 mg dose of efruxifermin experienced reversal of cirrhosis with no worsening of metabolic dysfunction-associated steatohepatitis (MASH) after 96 weeks, compared to 15 percent in the placebo group. Meanwhile, FDA expanded the use of Eli Lilly’s Omvoh (mirikizumab)to include treatment for moderate-to-severe Crohn’s disease, bolstering the company’s immunology portfolio beyond its focus on obesity treatments.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)  AbbVie in US$ 1.64 bn molecular glue degraders deal with Neomorph; Galapagos splits into two AbbVie (stock up 8 percent) and Neomorph entered into a US$ 1.64 billion collaboration to develop molecular glue degraders targeting previously “undruggable” proteins in oncology and immunology. AbbVie also acquired an option to license Simcere Zaiming’s SIM0500, a novel trispecific antibody candidate for multiple myeloma, in a deal valued at up to US$ 1.06 billion. SIM0500 is currently in early-stage clinical trials in both China and the US. Boehringer Ingelheim has expanded its oncology pipeline with two licensing deals. First, the company partnered Synaffix in a deal worth up to US$ 1.3 billion to advance antibody-drug conjugates (ADCs). Second, it exercised the option to gain rights to a fourth novel cancer target from an ongoing discovery collaboration with Oxford BioTherapeutics, which began in 2013. Sanofi (stock up 10 percent) announced plans to buy back € 5 billion (US$ 5.21 billion) in shares in 2025, signaling potential increases in acquisition activities following the sale of its Opella consumer health unit. This divestment marks Sanofi’s shift to focusing exclusively on drugs and vaccines. Galapagos (stock down 18 percent) announced plans to split into two distinct publicly traded entities. The entity that retains the Galapagos name will focus on advancing its cell therapy programs in oncology, while the other one will focus on developing a pipeline of innovative medicines through strategic transactions. It will be capitalized with approximately € 2.45 billion (US$ 2.53 billion) from Galapagos’ current cash reserves.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)  J&J’s Spravato approved for depression by FDA; another Astra-Daiichi ADC sees light of day The psychedelic medicine frontier showed promise with J&J’s Spravato (esketamine) achieving a breakthrough as FDA approved it for treatment-resistant depression (standalone treatment). The nasal spray demonstrated impressive efficacy, with 22.5 percent of patients achieving remission by week four.  Atai Life Sciences also announced encouraging results from a mid-phase study evaluating BPL-003, an intranasal formulation of 5-MeO-DMT benzoate in patients with moderate to severe alcohol use disorder (AUD). In oncology, AstraZeneca (stock up 9 percent) and Daiichi Sankyo (stock up 3 percent) secured US approval for Datroway (datopotamab deruxtecan) for treating unresectable or metastatic hormone receptor-positive, HER2-negative breast cancer. Meanwhile, Amgen’s combination therapy of Lumakras (sotorasib) with Vectibix (panitumumab) received FDA approval for KRAS G12C-mutated metastatic colorectal cancer. Amgen’s stock gained 9 percent. FDA approved Vertex Pharmaceuticals’ Journavx (suzetrigine), a first-in-class non-opioid oral pain signal inhibitor. This approval marks the first new class of pain medicine in over 20 years, offering an effective alternative without addictive potential. The US agency also approved Axsome Therapeutics’ rapid-acting Symbravo (meloxicam and rizatriptan) for the acute treatment of migraine.   Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)  Our view If 2024 ended with a spate of drug approvals, 2025 began with both increased dealmaking and approvals. However, post January 20, the world is a different place. Trump administration’s tariff policies have spurred a trade war, and China has retaliated with tariffs of US coal and gas. At present, there is little certainty on what the tariffs mean for different pharma companies, especially those who don’t manufacture in the US. While some drugmakers are hopeful that Trump will crack down on the pharmacy benefit managers, others are more concerned on what higher tariffs on EU and Indian drugmakers would mean for generic drug prices. We expect volatility for at least some months.  Access the Pipeline Prospector Dashboard for January 2025 Newsmakers (Free Excel)  

Impressions: 3960

https://www.pharmacompass.com/pipeline-prospector-blog/pipeline-prospector-jan-2025-j-j-s-us-14-6-bn-intra-cellular-buyout-kicks-off-deal-frenzy-ozempic-clinches-fda-nod-for-ckd

#PharmaFlow by PHARMACOMPASS
06 Feb 2025

NEWS #PharmaBuzz

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https://www.reuters.com/business/healthcare-pharmaceuticals/us-fda-approves-amgens-colorectal-cancer-therapy-2025-01-17/

REUTERS
17 Jan 2025
ASCO: KRAS upstarts set their sights on NSCLC market
ASCO: KRAS upstarts set their sights on NSCLC market

05 Jun 2024

// Phil Taylor PHARMAPHORUM

https://pharmaphorum.com/news/asco-kras-upstarts-set-their-sights-nsclc-market

Phil Taylor PHARMAPHORUM
05 Jun 2024

https://www.fiercepharma.com/pharma/amgen-stumbled-bristol-myers-touts-kras-confirmatory-trial-win-newly-bought-krazati

Angus Liu FIERCE PHARMA
30 Mar 2024

https://www.businesswire.com/news/home/20240118664635/en

BUSINESSWIRE
18 Jan 2024

https://endpts.com/fda-declines-to-grant-amgens-lumakras-full-approval-in-lung-cancer-after-negative-advisory-committee-vote/

ENDPTS
27 Dec 2023

https://www.fiercepharma.com/fierce-biotech/esmo-amgen-sticks-lumakras-high-dose-touts-new-colorectal-cancer-data

Max Bayer FIERCE PHARMA
22 Oct 2023