AstraZeneca

Novo Nordisk and Eli Lilly face competition from 16 new obesity drugs expected to launch by 2029, driving a $70 billion GLP-1 market by 2031. Price declines may accelerate over 10% annually by 2027. Rivals include Roche, Amgen, Pfizer, AstraZeneca, Boehringer, Viking Therapeutics, and Structure Therapeutics. The report predicts better efficacy, convenience, and tolerability for upcoming drugs.

McConnell criticizes Biden-Harris's prescription drug socialism, citing higher costs for 3.5 million beneficiaries and potential discontinuation of drug trials by Roche and AstraZeneca.

The London Biotechnology Show (18-19 June 2025) is set to surpass its debut success with a 4000 sqm floor plan, featuring 70+ exhibitors and 60+ speakers from leading companies like Google, Microsoft, and Novo Nordisk. Highlights include the Hosted Buyer Programme and a comprehensive conference on biotechnology trends, including gene editing and regenerative medicine.

AI in pharma could boost global operating profits by $254 billion by 2030, revolutionizing drug discovery, clinical trials, and personalized medicine. Key benefits include accelerated drug discovery, personalized care, enhanced clinical trials, optimized manufacturing, and advanced biomarker discovery. Real-world examples from companies like AstraZeneca, GSK, Novartis, and Sanofi highlight AI's transformative impact. Challenges include reproducibility, data quality, privacy, bias, and regulatory compliance, but solutions involve standardized datasets, data-sharing, encryption, diverse data sources, and proactive regulatory engagement.

Datopotamab failed to significantly increase overall survival in a Phase III study for non-small cell lung cancer, but a new biomarker and encouraging data in a subset of patients highlight the potential of precision medicine.

Innate Pharma reports H1 2024 results: positive lacutamab Phase 2 in mycosis fungoides at ASCO 2024, NK-Cell engager SAR443579/IPH6101 advances to Phase 2, IPH45 (Nectin-4 ADC) progressing towards Phase 1, monalizumab data in early NSCLC presented at WCLC, cash position of €102.1 million, and a conference call at 2:00 p.m. CEST.

ALX Oncology Holdings Inc. develops Evorpacept [ALX148], a first-in-class CD47 inhibitor with an inactive Fc domain reducing side effects. ASPEN-06 Phase 2 trials combining Evorpacept with trastuzumab, ramucirumab, and paclitaxel (TRP) showed favorable results in HER2-positive gastric and gastroesophageal junction (GEJ) cancer. Evorpacept has FDA Fast Track designations for several indications, making the shares potentially bullish.

E.R. received honoraria from Eli Lilly, Novartis, Seagen; travel support from Gilead, Mundipharma, Novartis, Pfizer, Roche; research funding from Gilead, Menarini, MSD. F.A. consulted/advised AstraZeneca, Daiichi–Sankyo, Lilly, Novartis, Pfizer, Relay Tx, Roche; received travel support from AstraZeneca, GlaxoSmithKline, Lilly, Novartis, Roche; research funding from AstraZeneca, Daiichi, Eli Lilly, Novartis, Pfizer, Roche.

IPGaia Inc. and Icahn School of Medicine at Mount Sinai signed an agreement on August 7, 2024, to integrate drug target leads into IPG’s drug discovery platform, aiming to develop innovative medicines and address global healthcare challenges.

Roche Holding AG remains unconcerned about side effects in a small study of its weight-loss shot CT-388, despite shares tumbling due to early release of side effect details. The company emphasizes no patients stopped treatment in the trial, and its other weight-loss candidate, CT-966, could be 'best in class.' Roche is focusing on five core therapy areas and diversifying in oncology, actively seeking partners in promising fields like antibody-drug conjugates.