NeuroPulse Wk 30: Three Orexin Programmes in Two Weeks
Lundbeck’s Fast Track makes three orexin programmes in two weeks. Plus a Duchenne filing with a January date, and a CHMP slip caused by a contract manufacturer.
Athithi Verma
DealPulse Signal Wk 30: Three Billion-Dollar Deals, No Drugs
Dassault took a safety-data platform, Tempus took the diagnostics layer it already sold, Repligen took biopreservation tools. Three deals, no molecules.
Agilent Has Built an Annuity on Merck’s Clinical Programme, One Indication at a Time
Agilent won its eighth CE-marked companion diagnostic indication for a single PD-L1 assay, each one riding on a label expansion Merck paid to generate.
China Approved the World’s First Once-Daily Oral Factor B Inhibitor, and a US Small-Cap Licensed It a Month Early
China approved Haisco’s ciprocopan for PNH, the world’s first once-daily oral complement Factor B inhibitor, a month after a US small-cap licensed ex-China rights.
Accord’s Denosumab Biosimilars Launch With Cigna Preferred Status Already Secured
Accord made two interchangeable denosumab biosimilars commercially available with Cigna preferred status already secured on the pharmacy benefit since 1 July.
One Robot, Three Ways In: Momentis Clears Multiport a Day After J&J Shrank the Footprint
Momentis won FDA clearance for multiport surgery, making Anovo the first robotic platform cleared for natural orifice, single-port and multiport approaches.
A Company Called StrokeDx Just Cleared a Device That Is Not Cleared to Detect Stroke
NeuraNova, formerly StrokeDx, won FDA clearance for a bedside device measuring cerebral fluid asymmetry, cleared as an adjunct rather than a diagnostic.
Dassault Paid $1.8B Cash for the Company That Processes 12 Million Safety Reports a Year
Dassault Systèmes will pay $1.8 billion cash for ArisGlobal, whose platform processes more than 12 million patient safety reports annually for 200 customers.
Trump Wants Generics Made in America by 2028. The Economics Say They Can’t.
Trump gave generic drugmakers until August 2028 before a 100% tariff, rising to 200% in 2029. The problem is the margin those drugs actually carry.
One Trial Miss Cut AstraZeneca’s Cushion Above $80bn to $800m
A drug worth $1.9bn of 2030 revenue cost AstraZeneca £19bn in a day, leaving roughly $800m of headroom above its $80bn goal with the risky readouts still ahead.