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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: 642

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 2024 highlights: Rise in new breed of biotechs with maiden approvals; GLP-1 meds show promise beyond obesity
December proved to be one of the most bearish months of 2024 for the biopharma sector. The Nasdaq Biotechnology Index (NBI) sank 7.2 percent from 4,638.6 to 4,310.6. The SPDR S&P Biotech ETF (XBI) plummeted 9.6 percent (from 99.29 to 90.06) and the S&P Biotechnology Select Industry Index (SPSIBI) plunged 9.5 percent (from 7,763.7 to 7,023). This downturn in indices at the fag-end of 2024 effectively erased the gains they had made during the year. NBI was lower by 0.68 percent at the end of 2024, as opposed to 2023. XBI and SPSIBI posted modest gains of 1.84 percent and approximately 1 percent, respectively. The sector’s tepid performance stands in stark contrast to the broader market, which closed 2024 at near-record highs.  Access the Pipeline Prospector Dashboard for December 2024 Newsmakers (Free Excel) GLP-1 drugs show promise beyond obesity, diabetes; Novo Holdings completes US$ 16.5 bn Catalent buyout Glucagon-like peptide-1 (GLP-1) agonists created much news in 2024, for not just their demand and concomitant shortages, but also for their health benefits beyond weight-loss and diabetes.  December saw Lilly’s Zepbound break new ground as the first FDA-approved treatment for obstructive sleep apnea (OSA) in adults with obesity. OSA affects around 1 billion people globally. In March 2023, Novo’s Wegovy became the first obesity drug cleared by the FDA to lower the risk of cardiovascular death, heart attack, and stroke. In the same month, Novo’s blockbuster Ozempic also slashed the risk of kidney disease progression in a late-stage trial. The biggest investments in December came from Novo Nordisk and Eli Lilly — the two early entrants into the potential US$ 150 billion obesity market. Throughout 2024, the two companies kept injecting billions to boost production in order to meet the burgeoning demand. Just last month, Lilly invested US$ 3 billion to expand its recently acquired injectables plant in Wisconsin, US, to meet the soaring demand for GLP-1 drugs. And Novo invested US$ 1.2 billion to establish a new rare disease drugs plant in Odense, Denmark. After much ado, Novo Holdings completed its US$ 16.5 billion acquisition of Catalent in December, having won the greenlight from both the US Federal Trade Commission and European Commission. This was the biggest pharma deal of 2024 (announced in February). Interestingly, Lilly turned out to be the best performing pharma stock of the year (its market cap increased by a whopping US$ 163 billion in 2024) while Novo’s stock ended the year 17 percent lower than 2023. It crashed 21 percent in December after disappointing results from a late stage trial of its eagerly awaited experimental next-generation obesity drug CagriSema.  Access the Pipeline Prospector Dashboard for December 2024 Newsmakers (Free Excel)  Rise of ‘buyout-hesitant’ biotechs that bagged maiden approvals; Novartis snaps up PTC’s Huntington’s disease program Novartis has been investing in early-stage science. The Swiss drugmaker inked over 20 deals in 2024, paying over US$ 5.5 billion upfront and promising over US$ 25 billion in biobucks. In December, Novartis snapped up PTC’s Huntington’s disease program in a US$ 2.9 billion deal, including US$ 1 billion upfront. Barring the Novo-Catalent buyout, all other deals in the biopharma space last year were in the sub-US$ 5 billion range. The other major deals were Vertex’s US$ 4.9 billion acquisition of Alpine Immune, Gilead’s US$ 4.3 billion buyout of CymaBay and Lilly’s US$ 3.2 billion acquisition of Morphic Holding. The most striking trend was the emergence of a new breed of ‘buyout hesitant' biotech firms that preferred to commercialize their products independently instead of seeking Big Pharma partnerships. This shift in strategy proved successful for many, as numerous companies completed the transition from clinical-stage to commercial-stage operations. December saw several such notable commercial debuts. Ionis Pharmaceuticals secured approval of Tryngolza, the first-ever treatment for familial chylomicronemia syndrome (FCS), a rare genetic disorder. Mesoblast’s cell therapy Ryoncil gained US approval for treating post-transplant complications (graft-versus-host disease), offering a novel approach to managing immune-related adverse events. Mesoblast’s stock grew 950 percent in 2024. Similarly, Checkpoint Therapeutics (stock up 50 percent in 2024) secured FDA approval for Unloxcyt, targeting cutaneous squamous cell carcinoma in patients with locally advanced or metastatic disease where surgery and radiation are not viable options. Merus’ Bizengri brought new options to patients with hard-to-treat cancers, adding to the growing arsenal of precision oncology treatments. Merus’ stock ballooned 48 percent last year. Though the trend caught momentum in December, even the preceding months of 2024 saw significant debuts. For instance, in March, Madrigal’s Rezdiffra became the first drug approved in the US for the common fatty liver disease known as metabolic dysfunction-associated steatohepatitis (MASH). Madrigal’s stock grew 35 percent last year. Similarly, Verona brought to market Ohtuvayre (approved in June), the first new mechanism of action in over two decades for the treatment of chronic obstructive pulmonary disease. Verona’s stock soared 147 percent in 2024. And in May, PTC’s Kebilidi, a treatment for enzyme deficiency disorder, became the first FDA-approved gene therapy directly administered to the brain. PTC’s stock rose 68 percent in 2024.  Access the Pipeline Prospector Dashboard for December 2024 Newsmakers (Free Excel)  Drug approvals gain momentum in December; Vertex, Neurocrine, Astra score wins The year 2024 saw some landmark drug approvals. And as the year drew to a close, FDA began approving drugs at a feverish pace. Novo won approval for Alhemo, a once-daily subcutaneous injection that significantly reduces bleeding episodes in hemophilia patients, marking a shift from more burdensome treatment regimens.  Vertex Pharmaceuticals expanded treatment options for cystic fibrosis patients with its triple combination therapy that targets specific genetic variants of the disease. Dermatology saw two advancements with the approvals of Organon’s Vtama cream and Galderma’s Nemluvio injection, both targeting atopic dermatitis through distinct mechanisms. FDA also approved Neurocrine Biosciences’ Crenessity — the first new treatment in 70 years for classic congenital adrenal hyperplasia, a rare hormonal disorder. The oncology landscape saw Bristol Myers-Squibb enhance patient convenience with Opdivo Qvantig, an injectable formulation of its blockbuster cancer drug. And FDA expanded the approval of AstraZeneca’s Imfinzi to treat adults with limited-stage small cell lung cancer.  Access the Pipeline Prospector Dashboard for December 2024 Newsmakers (Free Excel)  Our view The industry dynamics witnessed a marked shift in 2024. The absence of mega-mergers, coupled with Novartis’ approach to buy smaller companies, suggests a more measured approach to deal-making. The emergence of companies like Madrigal, Verona, and Ionis signals a maturing biotech sector, less dependent on Big Pharma partnerships. Looking ahead, this evolution could herald a more diverse and resilient industry landscape. Access the Pipeline Prospector Dashboard for December 2024 Newsmakers (Free Excel) 

Impressions: 11326

https://www.pharmacompass.com/pipeline-prospector-blog/pipeline-prospector-2024-highlights-rise-in-new-breed-of-biotechs-with-maiden-approvals-glp-1-meds-show-promise-beyond-obesity

#PharmaFlow by PHARMACOMPASS
09 Jan 2025

NEWS #PharmaBuzz

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https://www.reuters.com/sustainability/boards-policy-regulation/eli-lillys-zepbound-outperforms-novo-nordisks-wegovy-weight-loss-trial-2025-05-11/

REUTERS
12 May 2025

https://www.prnewswire.com/news-releases/zepbound-tirzepatide-showed-superior-weight-loss-over-wegovy-semaglutide-in-complete-surmount-5-results-published-in-the-new-england-journal-of-medicine-302451241.html

PR NEWSWIRE
11 May 2025

https://www.businesswire.com/news/home/20250501257865/en/Latest-Data-from-SURPASS-3-Trial-Gleans-Insight-Into-the-Association-of-Tirzepatide-Treatment-with-Changes-in-Muscle-Composition-in-Type-2-Diabetes

BUSINESSWIRE
01 May 2025

https://www.globenewswire.com/news-release/2025/04/29/3070327/0/en/WeightWatchers-Streamlines-Member-Access-to-Zepbound-Vials-with-LillyDirect-Pharmacy-Provider.html

GLOBENEWSWIRE
29 Apr 2025

https://www.reuters.com/sustainability/boards-policy-regulation/lilly-sues-four-compounders-over-copies-weight-loss-drugs-2025-04-23/

REUTERS
23 Apr 2025

https://www.globenewswire.com/news-release/2025/04/22/3065946/0/en/Natural-Mounjaro-Recipe-for-Weight-Loss-The-Best-OTC-Tirzepatide-Alternative-Slimjaro.html

GLOBENEWSWIRE
22 Apr 2025