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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: 4838

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 April-May 2026 highlights: Sun Pharma buys Organon for about US$ 11.8 bn; Lilly on acquisition overdrive
April and May were tough months, with oil prices rising globally due to the war in the Middle East. Yet, the world of pharmaceuticals continued to witness large M&A deals and collaborations.A highlight was the slew of deals signed with artificial intelligence firms — Bristol Myers Squibb (BMS) signed a strategic agreement with Anthropic to deploy Claude Enterprise across its entire global operations; Eli Lilly signed a DNA editing deal worth up to US$ 2.25 billion with AI-driven firm Profluent Bio; and Merck partnered with Google Cloud to enhance its digital backbone as an AI-enabled enterprise.The indices continued to inch upwards. The Nasdaq Biotechnology Index (NBI) increased from 5,819.43 at the end of April to 5,989.81 at the end of May. The SPDR S&P Biotech ETF increased from 130.62 to 136.69. The S&P Biotechnology Select Industry Index (SPSIBI) increased from 10,262.80 to 10,689.60. Meanwhile, the S&P 500 increased from 7,234.54 to 7,580.06. Access the Pipeline Prospector Dashboard for May 2026 Newsmakers (Free Excel)Lilly on acquisition overdrive: buys Kelonia for up to US$ 7 bn, three vaccine makers for US$ 3.8 bn Buoyed by the success of its obesity drugs Zepbound (tirzepatide) and Foundayo (orforglipron), Eli Lilly has been on a shopping spree. So far, Lilly has made 10 acquisitions in 2026.In April, Lilly acquired clinical-stage biotech, Kelonia Therapeutics, for up to US$ 7 billion, and Ajax Therapeutics for up ‌to US$ 2.3 billion in cash. Privately-held Kelonia is pioneering cancer treatments such as in vivo gene delivery. Ajax’s lead asset, AJ1-11095, is an investigational drug currently in early-stage clinical trials for the treatment of rare blood cancers.In May, Lilly announced an additional US$ 4.5 billion investment across two of its manufacturing sites in Lebanon, Indiana, bringing its total commitments in this American state to more than US$ 21 billion since 2020. Last week, Lilly announced agreements to acquire three vaccine companies — Curevo Inc, LimmaTech Biologics, and Vaccine Company —  in deals worth up to US$ 3.8 billion. Access the Pipeline Prospector Dashboard for May 2026 Newsmakers (Free Excel)FDA approves Astra’s new hypertension treatment; okays AbbVie’s rare blood cancer drugIn May, the US Food and Drug Administration (FDA) approved AstraZeneca’s Baxfendy (baxdrostat), a first-in-class treatment for hypertension to be used in combination with other antihypertensive medications.Additionally, FDA granted two new approvals to AstraZeneca and Daiichi Sankyo’s Enhertu (trastuzumab deruxtecan) for treating early-stage HER2-positive breast cancer. The drug has now been approved for use before surgery (to shrink tumors) and after surgery (to reduce the risk of recurrence). Enhertu is already approved for treating advanced breast cancer.The agency approved Arvinas and Pfizer’s Veppanu (vepdegestrant) for the treatment of an advanced type of breast cancer known as estrogen receptor-positive/human epidermal growth factor receptor 2-negative, estrogen receptor 1-mutated advanced or metastatic breast cancer. The agency also approved AbbVie’s Decnupaz (pivekimab sunirine-pvzy) for the treatment of adult patients with blastic plasmacytoid dendritic cell neoplasm, an aggressive and ultra-rare blood cancer.In April, FDA granted accelerated approval to Regeneron Pharmaceuticals’ Otarmeni (lunsotogene parvec-cwha) for the treatment of a rare genetic form of hearing loss caused by a faulty gene. The agency also approved Merck’s Idyvnso, a new, two-drug single-tablet regimen of doravirine and islatravir, for treating HIV-1 infections in adults. Access the Pipeline Prospector Dashboard for May 2026 Newsmakers (Free Excel)Sun Pharma acquires Organon for ~US$ 11.8 bn; Gilead buys Tubulis for up to US$ 5 bnApril and May saw several big and mid-size M&A deals. Sun Pharmaceutical Industries made the largest overseas acquisition by an Indian drugmaker in April, as it acquired New Jersey-based Organon in an all-cash deal valued at about US$ 11.75 billion, including debt.Gilead announced the acquisition of Germany-based clinical-stage biotech Tubulis GmbH in early April for up to US$ 5 billion to strengthen its cancer drugs pipeline. With this acquisition, Gilead will gain access to Tubulis’ next-generation antibody-drug conjugates (ADCs).In the first week of May, Rome-based Angelini Pharma announced the acquisition of American rare-disease drug maker Catalyst Pharmaceuticals for €3.5 billion (US$ 4.1 billion). Additionally, Neurocrine Biosciences acquired Soleno Therapeutics for US$ 2.9 billion in cash. The deal gives Neurocrine access to Vykat XR (diazoxide choline), the first drug approved in the US to treat a rare genetic disorder known as hyperphagia. And Italy’s Chiesi Group announced the acquisition of US-listed KalVista Pharmaceuticals in an all-cash deal valued at about US$ 1.9 billion. The acquisition will strengthen Chiesi’s rare diseases strategy. Access the Pipeline Prospector Dashboard for May 2026 Newsmakers (Free Excel)China’s Hengrui in up to US$ 15.2 bn deal with BMS, Innovent in oncology tie-up with PfizerLast month, China’s Jiangsu Hengrui Medicine struck global ‌collaboration and licensing deals with BMS that include an upfront payment of US$ 600 million and potential milestone payments of up to US$ 15.2 billion. The deal covers ‌four cancer and blood-disease drug candidates from Hengrui, four immunology candidates from BMS and five additional projects the companies will work on together.Last week, Innovent Biologics and Pfizer entered into a strategic global licensing and collaboration agreement worth up to US$ 10.5 billion to develop 12 early-stage cancer medicines.In April, Australia’s Telix Pharmaceuticals entered into a collaboration with Regeneron Pharmaceuticals to jointly develop and commercialize next-generation radiopharmaceutical therapies. Telix will receive US$ 40 million upfront and earn up to US$ 2.1 billion in milestone payments and royalties. Access the Pipeline Prospector Dashboard for May 2026 Newsmakers (Free Excel)Celcuity’s therapy beats Novartis’ Piqray in breast cancer trial; Moderna’s mRNA flu scores late-stage win US biotech Celcuity announced positive results from a large phase 3 trial testing its experimental drug gedatolisib in patients with a HR-positive, HER2-negative breast cancer who carry a mutation in the PIK3CA gene and whose cancer had worsened despite earlier treatment.Moderna’s mRNA flu vaccine (mRNA-1010) outperformed the standard flu shot in a phase 3 trial, with the mRNA shot performing about 27 percent better.Merck’s experimental drug sacituzumab tirumotecan, developed in collaboration with China’s Kelun-Biotech, showed positive results in a late-stage trial in certain patients with advanced or recurrent endometrial cancer, a type of uterine cancer.In April, there was also news that Novo Nordisk’s experimental oral drug etavopivat successfully met two co-primary endpoints in a late-stage trial on adults and adolescents with sickle cell disease, a debilitating, life-threatening disease. And AstraZeneca’s ‌experimental treatment tozorakimab showed benefit in reducing moderate-to-severe exacerbations of chronic obstructive pulmonary disease (COPD) in a late-stage trial. Access the Pipeline Prospector Dashboard for May 2026 Newsmakers (Free Excel)Our viewDespite macroeconomic and geopolitical headwinds, pharmaceutical companies have continued to expand through acquisitions, deals, and collaborations. AI is bringing about a structural shift and becoming central to competitive strategy. Overall, the sector is not only weathering global uncertainty, but actively reshaping itself for the next phase of growth.

Impressions: 274

https://www.pharmacompass.com/pipeline-prospector-blog/pipeline-prospector-april-may-2026-highlights-sun-pharma-buys-organon-for-about-us-11-8-bn-lilly-on-acquisition-overdrive

#PharmaFlow by PHARMACOMPASS
04 Jun 2026

NEWS #PharmaBuzz

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https://www.prnewswire.com/news-releases/neurocrine-biosciences-completes-acquisition-of-soleno-therapeutics-302774688.html

PR NEWSWIRE
18 May 2026

https://www.pharmiweb.com/press-release/2026-04-20/robbins-llp-encourages-slno-stockholders-to-contact-the-firm-for-information-about-the-class-action

PHARMIWEB
20 Apr 2026

https://firstwordpharma.com/story/7181756

FIRSTWORD PHARMA
15 Apr 2026

https://www.reuters.com/business/healthcare-pharmaceuticals/neurocrine-buy-soleno-therapeutics-29-billion-2026-04-06/

REUTERS
06 Apr 2026

https://www.pharmiweb.com/press-release/2026-03-17/slno-investor-alert-soleno-therapeutics-inc-securities-fraud-lawsuit-investors-with-losses-may

PHARMIWEB
17 Mar 2026

https://www.pharmiweb.com/press-release/2026-03-07/investor-notice-robbins-llp-informs-investors-of-the-soleno-therapeutics-inc-class-action-lawsuit

PHARMIWEB
07 Mar 2026