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Nawroj expects “fewer large upfront acquisitions and more option-to-acquire deals, regional licenses and heavily milestone-weighted terms, often with contingent value rights.” Why can the sellers wait?
The Long View. Read it here...
capsul.news/the-long-view-bi…
Song and Nawroj both namechecked amylin as a leading choice beyond incretins. Lilly, Novo Nordisk and Roche each have amylin-based assets in Phase III. Why amylin?
The Long View. Read it here...
capsul.news/the-long-view-bi…
Biomedtracker: disclosed obesity deal value rose from $3.4 bn (five deals, 2020) to over $28 bn (29 deals, 2025). Those totals combine upfronts and milestones, and “the gap between the two is where the story sits.”
The Long View. Read it here...
capsul.news/the-long-view-bi…
Most pharma majors already hold incretin-based programs, says Jefferies analyst Roger Song. So what goes in the cart next?
The Long View. Read it here...
capsul.news/the-long-view-bi…
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Setrusumab missed its primary endpoint in two Phase III trials. Ultragenyx’s CEO still believes there is “a product in there.” Is a new study needed? The company is still weighing it.
Therapeutic Thursday. Read it here...
capsul.news/therapeutic-thur…
AstraZeneca’s R&D costs rose 10% to $11.43 bn in nine months. AWAKE, a Phase III Ultomiris study, was stopped as futile, and ATTRiumph was abandoned. More than 180 pipeline projects remain. The price tag is only part of it.
Therapeutic Thursday. Read it here...
capsul.news/therapeutic-thur…
AstraZeneca’s R&D costs rose 10% to $11.43 bn in nine months. AWAKE, a Phase III Ultomiris study, was stopped as futile, and ATTRiumph was abandoned. More than 180 pipeline projects remain. The price tag is only part of it.
Therapeutic Thursday. Read it here...
capsul.news/therapeutic-thur…
Ultragenyx will cut 20% of its workforce, leaving roughly 1,000 employees, and scrap UX701, its Wilson disease gene therapy. The aim: profitability in 2027. Yet it sold two priority review vouchers for over $400m last month.
Therapeutic Thursday. Read it here...
capsul.news/therapeutic-thur…
AstraZeneca is targeting $1.5 bn in annualized pre-tax run-rate benefits as nine-month revenue rises 7% to $48.8 bn. Cost savings don’t always mean a company in trouble. What will decide whether it lands?
Therapeutic Thursday. Read it here...
capsul.news/therapeutic-thur…
Under HHS’s peptide policy, regulators “now seem to need proof of harm before they act,” Watchdog writes. What would that mean for rare disease developers?
Watchdog Wednesday. Read it here...
capsul.news/watchdog-wednesd…
