Please Wait
Applying Filters...
Menu
Xls

Digital Content read-more

Create Content with PharmaCompass, ask us

STOCK RECAP #PipelineProspector

read-more
read-more
Pipeline Prospector August 2025: Novo’s Wegovy approved for MASH,  Tonix Pharma’s fibromyalgia drug okayed
In August, the global pharmaceutical industry witnessed several regulatory upheavals and policy shifts in the US. The month began with the US President Donald Trump announcing that planned tariffs on drug imports into the US may reach 250 percent within 12 to 18 months.In the last days of July, Vinay Prasad, the head of the US Food and Drug Administration’s Center for Biologics Evaluation and Research (CBER) had stepped down (reportedly under pressure). On August 12, Prasad was back at CBER as its head. Then, around the month end, the White House fired Centers For Disease Control and Prevention (CDC) director Susan Monarez after a clash with Health and Human Services (HHS) Secretary Robert F. Kennedy Jr. Four senior CDC officials resigned soon after.Despite this chaos, the pharma indices showed resilience and climbed upwards. The Nasdaq Biotechnology Index (NBI) rose 5.22 percent from 4,445.39 to 4,677.63. The SPDR S&P Biotech ETF (XBI) gained 5.92 percent from 84.83 to 89.85. And the S&P Biotechnology Select Industry Index (SPSIBI) climbed 4.9 percent from 6,671.56 to 6,998.36. Access the Pipeline Prospector Dashboard for August 2025 Newsmakers (Free Excel) Novo’s Wegovy gets approved for MASH; Precigen’s Papzimeos okayed for rare respiratory conditionThe FDA granted accelerated approval to Novo Nordisk’s Wegovy (semaglutide) for treating metabolic-associated steatohepatitis, or MASH — a progressive liver disease linked to obesity. MASH causes inflammation and scarring of the liver. This approval makes the blockbuster obesity drug the first glucagon-like peptide-1 (GLP-1) receptor agonist approved for this condition. The US regulator also granted an accelerated approval Hernexeos (zongertinib), a new drug from Boehringer Ingelheim, for adults with advanced non-small cell lung cancer (NSCLC) with specific HER2 mutations who have undergone prior treatment. In studies, the drug helped 75 percent of patients who had chemotherapy see their cancer shrink or disappear completely.Insmed (stock up 25 percent in August) secured FDA approval for its med Brinsupri (brensocatib). This is the first treatment for non-cystic fibrosis bronchiectasis, a chronic lung disease that leads to persistent cough, recurring infections, and damage to the airways.Maryland-based biotech Precigen bagged FDA approval for Papzimeos (zopapogene imadenovec-drba), making it the first treatment for recurrent respiratory papillomatosis. This is a rare condition that causes benign growths in the airway and voice box. Patients often require multiple surgeries each year to remove these growths, and until now there was no approved drug for this condition. Precigen saw its stock shoot up 182 percent during the month. Access the Pipeline Prospector Dashboard for August 2025 Newsmakers (Free Excel) Ionis’ Dawnzera becomes first RNA-targeting therapy for angioedema; Tonix’s fibromyalgia med okayedIonis Pharmaceuticals gained FDA approval for Dawnzera (donidalorsen), the first RNA-targeting preventive therapy for hereditary angioedema. This rare genetic disorder causes sudden and unpredictable swelling that can be life-threatening if it affects the airway.New Jersey-based biotech Tonix Pharmaceuticals received approval for Tonmya (cyclobenzaprine), the first new fibromyalgia treatment in over 15 years. Fibromyalgia is a chronic disorder that causes widespread pain, fatigue, sleep problems, and memory issues.Teva Pharmaceuticals won an expanded indication for Ajovy (fremanezumab) to prevent migraines in children between six and 17 years old.Jazz Pharmaceuticals reported a mix of clinical and regulatory developments. Its drug Modeyso (dordaviprone) received accelerated approval for diffuse midline glioma, a rare and aggressive brain tumor that occurs in both children and adults. Jazz also strengthened its pipeline by licensing SAN2355, an epilepsy drug candidate, from Danish biotech Saniona. Access the Pipeline Prospector Dashboard for August 2025 Newsmakers (Free Excel) Novartis’ Sjögren’s disease med posts trial win; IO Biotech’s melanoma vaccine faces phase 3 setbackNovartis reported success for its investigational monoclonal antibody ianalumab in a phase 3 study in patients with Sjögren’s disease. This is a chronic autoimmune condition in which the body’s immune system attacks its own moisture-producing glands, leading to dry eyes, dry mouth, and other complications. Similarly, Regeneron announced positive results for cemdisiran in generalized myasthenia gravis, a rare condition that causes muscle weakness.In negative news from trials, IO Biotech announced results from a late-stage trial of its experimental melanoma vaccine in combination with Merck’s Keytruda (pembrolizumab). Melanoma is a serious form of skin cancer. The vaccine’s benefits were not statistically significant. This setback dragged IO Biotech’s stock down by 28 percent over the month. The company still plans to file for FDA approval.Allogene reported a patient death in a phase 2 trial on its CAR-T cancer therapy — cemacabtagene ansegedleucel. And Agios Pharmaceuticals disclosed that four patients taking its anemia drug Pyrukynd (mitapivat) had died, according to FDA’s Adverse Event Reporting System (FAERS) database.Valneva faced a different kind of setback — FDA suspended the use of its chikungunya vaccine Ixchiq after 21 hospitalizations and three patient deaths, including one linked to encephalitis, a type of brain inflammation. With Ixchiq off the market, Bavarian Nordic’s Vimkunya is now the only chikungunya vaccine available in the US. Access the Pipeline Prospector Dashboard for August 2025 Newsmakers (Free Excel)Merck KGaA-Skyhawk in US$ 2 bn neurology deal; AbbVie acquires Gilgamesh’s psychedelic drugMerck KGaA struck a strategic research deal worth more than US$ 2 billion with Massachusetts-based Skyhawk Therapeutics to develop RNA-targeting small molecules for neurological conditions. The deal, valued at over US$2 billion, includes upfront and milestone payments as well as tiered royalties on future product sales. Under the agreement, Skyhawk will lead discovery and preclinical work, while Merck KGaA will assume development and commercialization.The month saw several sub-US$ 2 billion deals. Bayer signed a US$ 1.3 billion agreement with California-based Kumquat Biosciences to develop a cancer drug targeting KRAS mutations. These mutations are among the most common in cancer and occur in roughly 25 percent of cases. Eli Lilly entered a US$ 1.3 billion partnership with Boston-based Superluminal Medicines, an artificial intelligence firm. The collaboration aims to identify small-molecule drugs for obesity and metabolic diseases.Jazz Pharmaceuticals also licensed an epilepsy therapy from Denmark-based Saniona in a deal that could reach US$ 1 billion in value. And AbbVie acquired rights to Gilgamesh’s experimental psychedelic drug for depression for up to US$ 1.2 billion.Moreover, there were reports of Novartis planning to acquire San Diego-based Avidity Biosciences in early August. Avidity is valued at about US$ 5.8 billion. Access the Pipeline Prospector Dashboard for August 2025 Newsmakers (Free Excel) Our viewWhile it may seem like it’s business as usual in the global biopharma industry, the recent slowdown in big-ticket M&A deals suggests undercurrents of caution. Innovation and strong pipelines are keeping the momentum alive, but escalating geopolitical tensions, drastic cuts in federal funding in the US and, a rise in protectionism the world over are forcing companies to rethink their risk appetite. This conservative shift, though understandable, also signals that innovation and global collaboration may stand to suffer. Access the Pipeline Prospector Dashboard for August 2025 Newsmakers (Free Excel) 

Impressions: 6988

https://www.pharmacompass.com/pipeline-prospector-blog/pipeline-prospector-august-2025-novo-s-wegovy-approved-for-mash-tonix-pharma-s-fibromyalgia-drug-okayed

#PharmaFlow by PHARMACOMPASS
04 Sep 2025

WEEKLY NEWS RECAP #Phispers

read-more
read-more
FDA grants accelerated nod to Boehringer’s lung cancer med; reinstates ousted CBER chief Vinay Prasad
The US Food and Drug Administration (FDA) has granted an accelerated approval to Boehringer Ingelheim’s Hernexeos (zongertinib) to treat adults with advanced non-small cell lung cancer (NSCLC) with specific HER2 mutations who have received prior treatment. The agency also cleared Insmed’s Brinsupri (brensocatib) as the first therapy for non-cystic fibrosis bronchiectasis, a chronic lung disease.Within two weeks of his exit, Vinay Prasad is back at the FDA to head its biologics division. The week also saw Bayer sign a US$ 1.3 billion deal with Kumquat Biosciences to develop an oncology drug that targets KRAS mutations.Meanwhile, FDA has restricted bluebird bio’s Skysona gene therapy, which was approved in 2022, due to increased risk of blood cancer. After the recent deaths of non-ambulatory teenagers, Sarepta Therapeutics has reported new safety data for its gene therapy Elevidys, which shows no deaths among ambulatory patients with Duchenne muscular dystrophy (DMD).In news from clinical trials, Novartis’ ianalumab became the first drug to show statistically significant phase 3 benefits in Sjögren’s disease, a chronic autoimmune disorder. Pfizer and Astellas’ Padcev (enfortumab vedotin) showed positive results in a phase 3 trial, when used in combination with Merck’s Keytruda (pembrolizumab) in patients with muscle-invasive bladder cancer (MIBC) who cannot receive or refuse cisplatin-based chemotherapy.Eli Lilly’s oral obesity pill orforglipron met late-stage trial goals. However, it failed to beat the weight loss effect of Novo Nordisk’s semaglutide. And IO Biotech’s melanoma vaccine narrowly missed a trial endpoint.FDA grants accelerated approval to Boehringer’s med for advanced lung cancerThe US Food and Drug Administration (FDA) has granted an accelerated approval to Hernexeos (zongertinib), a new drug from Boehringer Ingelheim, for adults with advanced non-small cell lung cancer (NSCLC) with specific HER2 mutations who have had prior treatment. In studies, the drug helped 75 percent of patients who had chemotherapy see their cancer shrink or disappear completely.Okays Insmed’s Brinsupri for chronic lung condition: FDA has approved Insmed’s Brinsupri (brensocatib) as the first treatment for non-cystic fibrosis bronchiectasis, a chronic lung disease. The oral drug blocks overactive inflammatory enzymes in white blood cells, thereby preventing airway damage. Developed after Insmed acquired rights to the drug from AstraZeneca in 2016 for US$ 160 million, the medicine could exceed US$ 4 billion in annual sales by 2031, says a Nature report.Vinay Prasad returns to FDA as top vaccine regulator after brief ousterVinay Prasad is back at the FDA’s Center for Biologics Evaluation and Research (CBER) as its head, overseeing vaccines and gene therapies, the Department of Health and Human Services (HHS) has said. Prasad was pressured to quit FDA on July 29, due to criticism over his handling of safety concerns with Sarepta Therapeutics’ gene therapy for DMD. HHS spokesperson Andrew Nixon said Prasad’s return was requested by the FDA.FDA limits Skysona use after reports of increased blood cancer riskFDA has restricted the use of bluebird bio’s gene therapy Skysona (elivaldogene autotemcel) to boys (aged four to 17 years) with the genetic disorder cerebral adrenoleukodystrophy (CALD) who lack alternative treatments or a matched stem cell donor. The change comes after rising incidence of blood cancers, including myelodysplastic syndrome (MDS) and acute myeloid leukemia (AML), were observed in patients taking the therapy. FDA now requires updated labelling, strict lifelong monitoring, and post-marketing studies to track long-term safety. At the time of its approval in 2022, 4 percent of patients being treated with Skysona developed MDS. By July 2025, that rate climbed to 15 percent, with the report of one death.Bayer, Kumquat ink US$ 1.3 bn deal to develop drug that targets KRAS mutationsBayer has agreed to pay up to US$ 1.3 billion to partner with US-based Kumquat Biosciences in order to develop a cancer drug that targets KRAS G12D mutation. Kumquat will lead initial phase trials, while Bayer will handle later development and commercialization. KRAS mutations occur in almost 25 percent of cancers. The deal gives Bayer access to a promising candidate as it seeks to strengthen its drug pipeline amid growing competition for its top sellers like Xarelto (rivaroxaban) and Eylea (aflibercept). Novartis’ drug posts encouraging phase 3 results in Sjögren’s disease trialNovartis reported positive late-stage trial results for ianalumab, a dual-action antibody that treats Sjögren’s disease. In two global studies involving 779 patients, the drug significantly reduced disease activity at 52 weeks compared to placebo, thereby meeting the primary goal. Sjögren’s disease is a serious autoimmune condition with few treatment options.Padcev-Keytruda combo boosts survival in phase 3 trial on bladder cancer patientsPfizer and Astellas have reported positive phase 3 results for their cancer therapy Padcev (enfortumab vedotin), when combined with Merck’s Keytruda (pembrolizumab) in patients with muscle-invasive bladder cancer (MIBC) who cannot receive or refuse cisplatin-based chemotherapy. The companies plan to discuss the data with global regulators. MIBC accounts for 30 percent of bladder cancer cases, yet up to half of patients are ineligible for cisplatin. The results highlight the potential of this regimen to become a new standard of care.Sarepta reports safety data on Elevidys: Sarepta Therapeutics has reported new safety data for its gene therapy Elevidys, showing no deaths among ambulatory patients with DMD. Acute liver injuries occurred in 23 percent of cases, but none in this group were fatal, unlike in non-ambulatory patients where three deaths from acute liver failure have been reported.IO Biotech’s melanoma vaccine eyes FDA approval, despite trial setbackIO Biotech’s experimental vaccine, Cylembio (imsapepimut and etimupepimut, adjuvant), combined with Merck’s Keytruda, showed promise in a late-stage study for advanced melanoma. However, the drug missed its primary endpoint. In a trial with 407 patients, the combination extended progression-free survival to 19.4 months, compared to 11 months with Keytruda alone. However, the results fell just short of being statistically significant. IO Biotech aims to submit a biologics license application by the end of 2025, seeking approval for Cylembio in treating advanced melanoma.Lilly’s orforglipron falls short of Novo’s semaglutide: Eli Lilly’s experimental oral obesity drug, orforglipron, helped patients lose 12.4 percent of body weight, on an average, over 72 weeks in a phase 3 trial. The once-daily pill met all primary  and secondary endpoints. However, its weight-loss effect was slightly lower than Novo Nordisk’s injectable semaglutide. The company plans to seek regulatory approval by the year-end.  

Impressions: 1872

https://www.pharmacompass.com/radio-compass-phisper/fda-grants-accelerated-nod-to-boehringer-s-lung-cancer-med-reinstates-ousted-cber-chief-vinay-prasad

#Phispers by PHARMACOMPASS
14 Aug 2025

NEWS #PharmaBuzz

read-more
read-more

https://www.businesswire.com/news/home/20260610919127/en/Guardant-Health-Announces-FDA-Approval-of-Guardant360-CDx-as-Companion-Diagnostic-for-Boehringer-Ingelheims-HERNEXEOS

BUSINESSWIRE
11 Jun 2026

https://www.globenewswire.com/news-release/2026/05/22/3299926/0/en/china-approves-hernexeos-as-first-targeted-oral-treatment-option-for-her2-mutant-advanced-nsclc-at-initial-diagnosis.html

GLOBENEWSWIRE
22 May 2026

https://www.globenewswire.com/news-release/2026/05/21/3299786/0/en/boehringer-ingelheim-s-oncology-portfolio-shows-strong-promise-across-multiple-cancers-at-asco-2026.html

GLOBENEWSWIRE
21 May 2026

https://www.globenewswire.com/news-release/2026/04/16/3275196/0/en/Beamion-LUNG-1-study-results-for-zongertinib-in-treatment-na%C3%AFve-patients-with-HER2-mutant-advanced-NSCLC-published-in-The-New-England-Journal-of-Medicine.html

GLOBENEWSWIRE
16 Apr 2026

https://www.globenewswire.com/news-release/2026/03/25/3261930/0/en/Boehringer-Ingelheim-delivers-on-late-stage-pipeline-with-two-key-launches-grows-sales-by-7-3-in-a-successful-2025.html

GLOBENEWSWIRE
25 Mar 2026

https://www.globenewswire.com/news-release/2026/02/26/3245973/0/en/FDA-approves-HERNEXEOS-the-first-targeted-therapy-for-adults-with-HER2-mutant-advanced-NSCLC-as-an-initial-treatment-option.html

GLOBENEWSWIRE
27 Feb 2026