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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: 4916

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: 555

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

WEEKLY NEWS RECAP #Phispers

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Neurocrine buys Soleno for US$ 2.9 bn; Novo says Wegovy pill outperforms Lilly’s Foundayo in cross-trial comparison
In Phispers this week, Neurocrine Biosciences announced the acquisition of rare-disease drugmaker Soleno Therapeutics for US$ 2.9 billion in cash. Gilead announced it would acquire German biotech Tubulis for up to US$ 5 billion to strengthen its oncology portfolio.Novo Nordisk has said its recently launched Wegovy (semaglutide) pill has shown more pronounced weight loss and less cumbersome side effects than Eli Lilly’s orforglipron, which received US Food and Drug Administration (FDA) approval last week. These assertions were made based on findings from a cross-trial study using data from two phase 3 clinical trials. Novo also launched a higher-dose variant of Wegovy that received FDA approval last month.There is news from two Covid-19 vaccine drugmakers — Novavax and BioNTech. While BioNTech is shutting its Singapore vaccine plant due to drop in sales, Novavax faced push back from its second largest investor, Shah Capital. The hedge fund wants the leadership to reduce costs.In news from clinical trials, Amgen’s subcutaneous injection Tepezza (teprotumumab-trbw) met its key endpoints in a late-stage trial in patients with thyroid eye disease (TED).And US President Donald Trump signed an executive order, imposing 100 percent tariffs on branded pharmaceuticals imported into the US, albeit with various exceptions. The US also signed a pharmaceutical trade deal with the UK, providing tariff-free access for UK-made medicines to the US.Neurocrine buys rare disease drugmaker Soleno Therapeutics for US$ 2.9 billionNeurocrine Biosciences is acquiring rare-disease drugmaker 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 hyperphagia associated with Prader-Willi syndrome, a rare genetic disorder. Hyperphagia, or insatiable hunger, is the hallmark symptom of this syndrome. It can lead to co-morbidities such as obesity and other cardiometabolic diseases. The deal, which is expected to close in the next 90 days, will be funded with cash on hand. Meanwhile, Soleno has voluntarily withdrawn the European marketing application for Vykat XR following Neurocrine’s ‌plans to sharpen focus on the US market.Novavax shareholder pushes back: In the upcoming annual meet, Novavax’s activist investor Shah Capital plans to vote against the re-election of board nominees and the executive compensation package. Himanshu Shah, founder of the hedge fund, has urged Novavax’s leadership to reduce costs and buy back 10 to 20 million shares at an opportune time. Shah Capital is Novavax’s second-largest shareholder with a 9 percent stake.Gilead boosts cancer pipeline with up to US$ 5 bn buyout of German biotech TubulisGilead has announced the acquisition of Germany-based clinical-stage biotech Tubulis GmbH 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). These are targeted therapies used in the treatment of hard-to-treat, recurrent, or metastasized cancers.Gilead will acquire all outstanding equity of Tubulis for US$ 3.15 billion in upfront cash and up to US$ 1.85 billion in milestone payments. The companies had previously entered into licensing agreements to develop ADCs. Once the deal closes, Tubulis will operate as an ADC research organization within Gilead.BioNTech to shut Singapore plant by early 2027: German biotechnology firm BioNTech has made a strategic decision to close its vaccine and therapeutic drug manufacturing plant in Singapore by February 2027 due to falling revenues. The plant currently has 85 employees. BioNTech had purchased the facility from Novartis in November 2022.Novo says Wegovy pill outperforms Lilly’s Foundayo in cross-trial comparisonAfter Eli Lilly’s GLP-1 drug Foundayo (orforglipron) won an FDA approval last week, its arch rival Novo Nordisk has said that its Wegovy (semaglutide) pill showed more pronounced weight loss and less cumbersome side effects than orforglipron. The Wegovy pill was launched in January.Novo made the assertion based on the Orion study, a population-adjusted indirect treatment comparison evaluating weight loss efficacy and tolerability between oral semaglutide 25 mg and orforglipron 36 mg, using data from two phase 3 clinical trials.Oral Wegovy demonstrated “significantly greater mean weight loss” than orforglipron in the Orion study, which did not include any fresh data points.Launches higher-dose Wegovy in US: Novo Nordisk has launched a higher-dose Wegovy — Wegovy HD —  in the US, which had received FDA approval nearly three weeks back under the Commissioner’s National Priority Review Voucher program. Wegovy HD is a once-weekly injection that contains 7.2 milligrams of semaglutide.Amgen’s injected version of Tepezza scores phase 3 win in thyroid eye diseaseAmgen has announced positive topline results from a phase 3 trial of subcutaneous injection Tepezza (teprotumumab-trbw), administered by way of an on-body injector (OBI), in patients with moderate-to-severe active thyroid eye disease (TED). Tepezza OBI hit both the main objective as well as the secondary endpoint in the late-stage trial. The company has said that Tepezza OBI provides comparable efficacy to, and builds upon the success of, intravenous Tepezza, the first and only medicine approved for the treatment of TED.Trump slaps 100% duties on imported drugs, albeit with plenty of exceptionsThe US President Donald Trump signed an executive order last week, imposing 100 percent tariffs on branded pharmaceuticals imported into the US. The tariffs will come into effect in 120 days for certain large companies, and 180 days for smaller companies. However, there are several exceptions. For instance, if a drug is from the European Union, Japan, Korea, or Switzerland and Liechtenstein, a 15 percent tariff will apply. The duty also doesn’t apply to companies that have entered into Most Favored Nation pricing agreements and onshoring agreements with the US government. Moreover, the tariffs do not apply to generic drugs, biosimilars, and associated ingredients. More than ‌90 percent of medicines sold in the US are generics.UK finalizes tariff-free pharma deal with US: The UK and US have signed a pharmaceutical trade deal, providing tariff-free access for UK-made medicines to the US, in return for paying higher prices for new medicines. This makes Britain the first country in the world to secure zero percent tariffs on drug exports to the US.Tariffs to harm patients, says Swiss trade body: Switzerland’s pharmaceutical association Interpharma has said Trump’s 100 percent tariffs on drugs threaten global production supply chains and will ultimately harm the patients. Interpharma has urged the Swiss government to negotiate a deal similar to the one signed by the UK and the US.

Impressions: 1517

https://www.pharmacompass.com/radio-compass-phisper/neurocrine-buys-soleno-for-us-2-9-bn-novo-says-wegovy-pill-outperforms-lilly-s-foundayo-in-cross-trial-comparison

#Phispers by PHARMACOMPASS
09 Apr 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