Newsletter
Published: 22 Dec 2025, 21:45 IST

Welcome to this edition of the PharmaSignal Weekly Brief – Global Pharma Roundup. This week’s dominant themes include major M&A activity, significant regulatory approvals and strategic R&D developments. Looking ahead, we delve into the strategic implications of these events.

M&A and Strategic Deals

  • BioMarin acquired Amicus in a deal worth $4.8 billion, marking a major move in the biotech sector. Read more →
  • Xoma strategically acquired Generation Bio, signaling a significant shift in their business model. Read more →
  • Mirum acquired Bluejay for $620M, gaining a promising hepatitis D drug in the process. Read more →

Regulatory and Approvals

  • Cytokinetics gained FDA approval for Myqorzo heart drug, potentially disrupting the cardiovascular treatment landscape. Read more →
  • FDA approved GSK’s Exdensur for twice-yearly asthma treatment, offering a new option for patients. Read more →
  • FDA fast-tracked J&J’s regimen for multiple myeloma, potentially accelerating its market entry. Read more →

Pipeline and R&D Highlights

  • Novo Nordisk filed for CagriSema approval in the US, marking a potential new treatment for diabetes. Read more →
  • Galapagos’ TYK2 drug showed mixed trial results, raising questions about its potential efficacy. Read more →
  • Nektar’s autoimmune drug showed promise in an alopecia study, potentially offering a new treatment option for patients. Read more →

Market, Pricing and Policy Signals

  • Pfizer partnered with Fosun Pharma to bring its obesity pill to China, signaling a strategic market expansion. Read more →
  • Crapo and Cassidy proposed an ACA subsidy alternative for health plans, potentially impacting the US healthcare landscape. Read more →
  • The Hemophilia Gene Therapy Market is struggling amid innovation, indicating potential challenges for new entrants. Read more →

PharmaSignal Take

This week’s events signal a continued trend towards strategic M&A activity, as pharma companies seek to bolster their pipelines and expand into new markets. However, mixed R&D results and regulatory hurdles underscore the inherent risks in drug development. As such, companies need to be diligent in their due diligence and risk management strategies to ensure successful deal execution and product commercialization.

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