Merck ADC trial hold affects small cell lung cancer study, with FDA citing higher than anticipated deaths.
Author: PharmaSignal News Desk
BioMarin Amicus acquisition valued at $4.8 billion adds a late-stage asset and two marketed therapies generating $450 million.
Novo Nordisk files for CagriSema approval, competing with Eli Lilly’s obesity drug. Merck and Pfizer succeed in bladder cancer study.
Galapagos TYK2 drug GLPG3667 succeeds in dermatomyositis trial but misses in lupus study, impacting future partnerships.
Moderna H5 influenza vaccine receives undisclosed funding, reviving efforts after losing government support earlier this year.
Lilly obesity pill Orforglipron shows promise in a maintenance trial, potentially broadening its use in obesity treatment.
Insmed drug failure in a study leads to a valuation drop of nearly 20%, affecting its $40 billion market cap.
why-approved-filings-unravel-after-central-teams-disengage
The deal made sense on paper At signing, the global deal thesis was tight. Clear rNPV logic, credible peak sales, realistic launch sequencing, and a partner narrative that aligned with portfolio strategy. Central BD and global commercial teams could defend every assumption. Management bought the story. Then the asset moved from global governance to affiliate execution. That is where most deal theses quietly die. Not because the asset failed clinically. Not because the contract was flawed. But because the value assumptions embedded in the deal were never translated into operating KPIs that affiliates could actually run. Handover is treated as…
Orum $100M financing supports its strategic shift towards developing a blood cancer treatment, enhancing its innovative pipeline.