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DATA COMPILATION #PharmaFlow

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DMF filings rise 4.5% in Q3 2025; China holds lead, India records 20% growth in submissions
The third quarter (Q3) of 2025 witnessed a steady rise in Drug Master File (DMF) submissions to the US Food and Drug Administration (FDA). DMFs are used to provide confidential, detailed information about facilities, processes, or articles used in the manufacturing, processing, packaging, and storing of human drug productsA total of 323 Type II DMFs were submitted during this period, as opposed to 309 submissions in Q3 2024, marking an increase of 4.53 percent. This is the second highest number since 2018. In Q1 2025, 339 Type II filings were recorded.Across all DMF types (II, III, IV, and V), 479 DMFs were filed in Q3 2025, compared to 394 in Q3 2024, representing a 21.57 percent increase. Out of the 323 Type II DMFs submitted in Q3 2025, 40 had completed their review by the end of Q3, reflecting a processing lag between submission and review completion. View FDA DMF Filings in Q3 2025 (Power BI Dashboard, Free Excel Available)China maintains its lead while India posts double-digit growth in DMF submissions China and India continued to dominate DMF submissions in Q3 2025. China retained the top spot with 153 Type II DMFs, matching its submission count from Q3 2024. India recorded 131 DMFs, marking a 20.18 percent increase over 109 filings during the corresponding period last year.The United States stood a distant third with 17 filings, compared to 13 in Q3 2024. Among European nations, Italy recorded eight DMFs, doubling its 2024 tally. The Netherlands filed four, up from three. Spain submitted only one DMF, as against seven submitted in Q3 2024. Taiwan made three filings, up from one submitted in Q3 2024. Together, India, China and Taiwan accounted for about 88.9 percent of all Type II DMFs filed during the quarter. View FDA DMF Filings in Q3 2025 (Power BI Dashboard, Free Excel Available) China’s Suzhou Ryway Biotech tops corporate tally; India’s Hetero, Biophore followChina’s Suzhou Ryway Biotech led the company-wise tally with 12 DMF submissions in Q3 2025. The company had not filed any DMFs in Q3 2024.India’s Hetero Group followed with nine DMFs, maintaining the same number of filings as Q3 2024. Biophore India Pharmaceuticals ranked third with six DMFs, doubling its count from three last year.Other notable contributors include Sai Sreyas Pharmaceuticals (India) and Shanghai Haoyuan Chemexpress (China), with five DMFs each. Companies such as SNJ Group, Lunan Pharmaceutical, Allsino Pharmaceutical, Shankus Pharma, Jiangxi Xinganjiang Pharmaceutical, Sunpure Extracts, Lee Pharma, Umedica Laboratories, Linhai Tianyu Pharmaceutical and Maithri Drugs filed four DMFs each. View FDA DMF Filings in Q3 2025 (Power BI Dashboard, Free Excel Available) Olaparib, semaglutide lead molecular filings; Dr. Reddy’s files DMF for edoxaban & tucatinibDr. Reddy’s Laboratories also featured among key DMF filers in Q3 2025, submitting two DMFs — for edoxaban tosylate monohydrate and tucatinib copovidone. Edoxaban tosylate monohydrate (marketed as Savaysa by Daiichi Sankyo) is a prescription anticoagulant used to reduce the risk of stroke and to treat deep vein thrombosis and pulmonary embolism. Patent exclusivity for Savaysa extends until October 2026 in the United States, with no generic currently available.In terms of molecules, the highest number of DMFs were filed for olaparib, semaglutide, ruxolitinib phosphate, ferric carboxymaltose, and vismodegib, with three DMFs each in Q3 2025.Olaparib, sold by AstraZeneca under the brand name Lynparza, saw DMFs being filed by BDR Lifesciences and Intas Pharmaceuticals from India, and by ScinoPharm Taiwan during the quarter.Semaglutide, a glucagon-like peptide-1 (GLP-1) receptor agonist developed by Novo Nordisk, continued to draw strong interest from API manufacturers. DMFs for semaglutide were filed by three Chinese companies: Yangzhou Aurisco Pharmaceutical, Zhejiang Peptites Biotech, and Fujian Genohope Biotech.Ruxolitinib phosphate, marketed by Incyte as Jakafi, saw three DMFs. Three Indian companies — Alembic Pharmaceuticals, Valary Labs, and Devi Pharmatech — filed DMFs for this API in Q3 2025. Other molecules that received multiple DMF submissions include ferric carboxymaltose (used to treat iron-deficiency anemia) and vismodegib (an oral therapy for basal-cell carcinoma). View FDA DMF Filings in Q3 2025 (Power BI Dashboard, Free Excel Available) First-time DMF filings span 17 companies; India leads with nine first-time DMFs The quarter saw first-time DMF filings from 17 companies. India took a lead here with nine first-time DMF filings, followed by China (six), and the US (two).The DMF filings in this quarter included inclisiran sodium (filed by Aurisco Pharmaceutical of China), pacritinib citrate (by TAPI Nl B.V. of the Netherlands), and vosoritide (by Apicore LLC of the US).Out of the 19 first-time DMFs filed in Q3 2025, four completed their Generic Drug User Fee Amendments (GDUFA) review process during the quarter. View FDA DMF Filings in Q3 2025 (Power BI Dashboard, Free Excel Available) GDUFA fee for FY 2026: The FDA Generic Drug User Fee Amendments (GDUFA) is a law designed to speed access to safe and effective generic drugs to the public and reduce costs to the industry.Fee rates for fiscal year 2026 were published on July 30, 2025. FDA has revised fees under GDUFA III across all categories. While there is a slight increase in the DMF fee from US$ 95,084 in 2025 to US$ 102,584 in 2026, the ANDA fee has seen a sharp rise: from US$ 321,920 in 2025 to US$ 358,247 in 2026.FY 2025 and FY 2026 User Fee Rates Generic drug fee category Fees rates for FY 2025 Fees rates for FY 2026 Applications:     Abbreviated New Drug Application (ANDA) US$ 3,21,920 US$ 3,58,247 Drug Master File (DMF) US$ 95,084 US$ 1,02,584 Facilities:     Active Pharmaceutical Ingredient (API)—Domestic US$ 41,580 US$ 43,549 API—Foreign US$ 56,580 US$ 58,549 Finished Dosage Form (FDF)—Domestic US$ 2,31,952 US$ 2,38,943 FDF—Foreign US$ 2,46,952 US$ 2,53,943 Contract Manufacturing Organization (CMO)—Domestic US$ 55,668 US$ 57,346 CMO—Foreign US$ 70,668 US$ 72,346 GDUFA Program:     Large size operation generic drug applicant US$ 18,91,664 US$ 19,18,377 Medium size operation generic drug applicant US$ 7,56,666 US$ 7,67,351 Small business generic drug applicant US$ 1,89,166 US$ 1,91,838 Our viewFor several years prior to the pandemic, India had a lead in Type II DMF submissions. In recent years, China has surpassed India in DMF filings. But Q3 2025 numbers indicate that Indian drugmakers are fast catching up. Since DMFs establish trust in APIs from across the world, we feel this healthy competition between drugmakers from the two countries is good for the global pharmaceutical industry. 

Impressions: 705

https://www.pharmacompass.com/radio-compass-blog/dmf-filings-rise-4-5-in-q3-2025-china-holds-lead-india-records-20-growth-in-submissions

#PharmaFlow by PHARMACOMPASS
13 Nov 2025

STOCK RECAP #PipelineProspector

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Pipeline Prospector May 2025: Pfizer strikes US$ 6 bn oncology pact; Lilly diversifies pipeline with US$ 2.3 bn in deals
The month of May saw investors grow increasingly cautious. This resulted in a dip in the biotech indices. The Nasdaq Biotechnology Index (NBI) declined by 3.73 percent, closing at 4,079.13. The SPDR S&P Biotech ETF dropped 4.53 percent to 79.19, while the S&P Biotechnology Select Industry Index (SPSIBI) slid by 4.61 percent, finishing the month at 6,170.44. Amid this investor edginess, the pace of innovation, deal-making, and investment remained strong. Despite the volatile and uncertain political environment, multiple companies continued to unveil large-scale investment plans aimed at strengthening their US capabilities. After Eli Lilly in February, Johnson & Johnson in March, Novartis, AbbVie, AstraZeneca, Thermo Fisher and Roche in April, Bristol Myers Squibb (BMS), Takeda, Sanofi and Gilead Sciences announced major investments in the US in May. These investments will help them avoid the ‘imminent’ import tariffs indicated by the US President Donald Trump. BMS announced a US$ 40 billion investment over the next five years to boost US manufacturing, research, and AI-enabled drug development. Takeda pledged US$ 30 billion for its American operations, and Sanofi committed to investing at least US$ 20 billion in the US through 2030. Similarly, Gilead Sciences expanded its prior commitments by adding US$ 11 billion in new US investments, bringing its total planned spend to US$ 32 billion.  Access the Pipeline Prospector Dashboard for May 2025 Newsmakers (Free Excel)Pfizer inks US$ 6 bn oncology deal with China’s 3SBio; Lilly ties up with Rznomics Several high-value deals made headlines in May. Pfizer announced a major licensing agreement with China’s 3SBio, committing about US$ 6 billion for an experimental cancer drug known as SSGJ-707.  Similarly, Eli Lilly announced a US$ 1.3 billion RNA-based therapeutic collaboration with South Korea’s Rznomics, focused on hearing loss. Lilly also acquired SiteOne Therapeutics in a deal valued at up to US$ 1 billion, marking a strategic expansion into the non-opioid pain treatment market.  Roche subsidiary Genentech struck a second deal with Orionis Biosciences, expanding their partnership to discover novel oncology targets in a deal worth up to US$ 2.1 billion. Novo Nordisk entered into a collaboration with Septerna to develop oral small molecule drugs for diabetes, obesity, and cardiometabolic conditions, a deal potentially worth US$ 2.2 billion. GSK acquired a late-stage investigational therapy (efimosfermin) for steatotic liver disease from Boston Pharmaceuticals for up to US$ 2 billion. Biogen entered into a US$ 1 billion collaboration with City Therapeutics to develop RNA interference therapies for central nervous system disorders. And Astellas Pharma entered into an exclusive licensing agreement with Evopoint Biosciences for a novel antibody-drug conjugate (ADC), which is currently in clinical trials for advanced solid tumors. The deal could be worth up to US$ 1.5 billion.  Access the Pipeline Prospector Dashboard for May 2025 Newsmakers (Free Excel)GSK wins FDA nod for Nucala in eosinophilic COPD; Amneal’s autoinjector for migraines okayed In terms of regulatory approvals, the month saw a series of greenlights from the US Food and Drug Administration (FDA). GSK saw an expansion of its respiratory drug portfolio with the approval of Nucala (mepolizumab) for eosinophilic chronic obstructive pulmonary disease (COPD), further establishing its presence in inflammatory airway diseases. Amneal Pharmaceuticals received approval for Brekiya, the first and only autoinjector formulation of dihydroergotamine mesylate. This self-administered treatment is aimed at adults suffering from migraines and cluster headaches, providing a new level of convenience and speed for those managing these debilitating conditions. Meanwhile, Incyte secured a long-awaited approval for Zynyz (retifanlimab), an immunotherapy for advanced squamous cell carcinoma of the anal canal. The approval comes four years after the drug was initially rejected. In oncology, Verastem Oncology earned accelerated approval for Avmapki Fakzynja (avutometinib/defactinib), a dual oral therapy for KRAS-mutated, low-grade serous ovarian cancer (the most common type of epithelial ovarian cancer). AbbVie also achieved an accelerated approval for Emrelis (telisotuzumab vedotin), which will be used to treat certain patients with advanced non-small cell lung cancer. Merck enhanced its oncology portfolio as the FDA expanded the use of Welireg (belzutifan) to include treatment for two rare types of adrenal gland tumors. In vaccines, Sanofi received FDA approval for MenQuadfi, a meningococcal vaccine now cleared for use in infants as young as six weeks. This is the first such vaccine to be approved for that age group, and it addresses the four most common strains of the bacteria that causes meningitis. In ophthalmology, Alcon gained FDA clearance for Tryptyr (acoltremon ophthalmic solution), a new therapy for dry eye disease that aims to improve comfort and ocular health for millions of Americans. In the obesity space, FDA accepted Novo Nordisk’s application for an oral version of Wegovy (semaglutide), a GLP-1 receptor agonist. If approved, it would be the first oral therapy of its kind for chronic weight management. This could potentially reshape the obesity drug landscape.  Access the Pipeline Prospector Dashboard for May 2025 Newsmakers (Free Excel)  J&J’s psoriasis drug clears skin in late-stage trial; gene therapy sees more setbacks In news from other clinical trials, Johnson & Johnson’s investigational psoriasis drug, icotrokinra (JNJ-2113), showed promising phase 3 results by helping patients with moderate-to-severe plaque psoriasis achieve clear skin. Gilead Sciences announced strong topline data for Trodelvy (sacituzumab govitecan) in metastatic triple-negative breast cancer, where it demonstrated a significant improvement in progression-free survival for patients who are not candidates for PD-1/PD-L1 inhibitors.  Roche announced the progression of its investigational antibiotic, zosurabalpin, into phase 3 clinical trials, marking a significant advancement in the fight against antimicrobial resistance. This development is noteworthy as zosurabalpin represents the first new class of antibiotics targeting Gram-negative bacteria in over five decades. AstraZeneca also scored a clinical win as its triple-combination COPD inhaler Breztri Aerosphere (budesonide/glycopyrrolate/formoterol fumarate) met all primary endpoints in two phase 3 studies for uncontrolled asthma. In trial failures, GSK and iTeos Therapeutics discontinued the development of belrestotug for lung cancer after phase 2 trials failed to meet efficacy benchmarks. Johnson & Johnson’s gene therapy, botaretigene sparoparvovec, intended for X-linked retinitis pigmentosa (a genetic disease that causes blindness in men), also fell short in phase 3 trials. Vertex Pharmaceuticals announced it would abandon its AAV vector research and pause development on a partnered cystic fibrosis therapy with Moderna, marking a strategic shift away from certain gene therapy approaches.  Access the Pipeline Prospector Dashboard for May 2025 Newsmakers (Free Excel)  Our view The volatile, uncertain, complex and ambiguous political climate has created chaos across the world. This has undoubtedly impacted market sentiment. However, on the plus side, the pharmaceutical industry appears resilient, and looks determined to take on challenges with its strong focus on research and innovation. Let’s hope the indices start reflecting this strength soon. Access the Pipeline Prospector Dashboard for May 2025 Newsmakers (Free Excel) 

Impressions: 8770

https://www.pharmacompass.com/pipeline-prospector-blog/pipeline-prospector-may-2025-pfizer-strikes-us-6-bn-oncology-pact-lilly-diversifies-pipeline-with-us-2-3-bn-in-deals

#PharmaFlow by PHARMACOMPASS
05 Jun 2025

NEWS #PharmaBuzz

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https://www.pharmiweb.com/press-release/2025-11-06/protagonist-reports-third-quarter-2025-financial-results-and-provides-corporate-update

PHARMIWEB
06 Nov 2025

https://www.pharmiweb.com/press-release/2025-10-27/protagonist-announces-new-icotrokinra-data-in-ulcerative-colitis-and-plaque-psoriasis-presented-at-t

PHARMIWEB
27 Oct 2025

https://www.prnewswire.com/news-releases/icotrokinra-maintains-standout-combination-of-therapeutic-benefit-and-a-favorable-safety-profile-in-once-daily-pill-through-28-weeks-in-ulcerative-colitis-302594371.html

PR NEWSWIRE
27 Oct 2025

https://www.prnewswire.com/news-releases/icotrokinra-long-term-results-affirm-promise-of-targeted-oral-peptide-with-high-rates-of-durable-skin-clearance-and-favorable-safety-profile-in-difficult-to-treat-scalp-and-genital-psoriasis-302593288.html

PR NEWSWIRE
24 Oct 2025

https://www.fiercebiotech.com/biotech/jj-talks-pen-new-chapter-protagonist-partnership-buyout-wsj

FIERCE BIOTECH
11 Oct 2025

https://www.pharmiweb.com/press-release/2025-10-07/protagonist-announces-new-icotrokinra-data-in-ulcerative-colitis-showing-potential-for-a-standout-co

PHARMIWEB
07 Oct 2025