Korea Now Reimburses BeOne’s Tevimbra First-Line in Three Cancers, Using PD-L1 Cutoffs to Set the Limits
One reimbursement decision moved a second-line PD-1 into first line across three common cancers, inside biomarker limits.
Oncology
Sweden Subsidised Phesgo in Both Early and Metastatic Breast Cancer as Pertuzumab Biosimilars Approach
A general subsidy in both settings is a clean result for Roche’s subcutaneous strategy, landing before pertuzumab biosimilars.
AstraZeneca Puts $2 Billion Into Summit, Whose Drug Beat AstraZeneca’s Own Imfinzi in Biliary Cancer
AstraZeneca bought access to ivonescimab, not rights, and paid a premium to sit next to the drug that beat Imfinzi.
China Cleared Jaypirca in Frontline CLL on a Win Over Chemotherapy and Non-Inferiority to Ibrutinib
The label reaches frontline CLL, but against a modern BTK inhibitor the evidence so far is a response rate.
Merck’s $4 Billion Daiichi ADC Pact Takes Its Third FDA Setback in Three Years
The $4bn deal’s first return keeps slipping toward 2028, the year Keytruda begins to lose protection.
Tuznue Won Brazil Approval a Month After Its Plant Passed Anvisa Inspection, Nearly 20 Months After Filing
In Brazil the constraint on Prestige’s Herceptin biosimilar was not the dossier. It was the factory inspection.
Merck Is Taking a $400 Million Charge for a Preclinical KRAS G12D Drug After Backing Off Revolution
Merck is buying into KRAS G12D at the start line, well behind the company it reportedly tried to buy in January.
Genentech Bets $1.5B+ on Earendil’s Bispecifics With $55M Upfront
The one clean upfront among this week’s discovery deals, and Earendil keeps more of the early clinical risk than most.
J&J Is Using Two Tecvayli Trials to Own Myeloma’s First Relapse Whether or Not Patients Had Darzalex
J&J’s frontline success with Darzalex is manufacturing the monotherapy market for Tecvayli at first myeloma relapse.
Henlius Licensed a US pH-Switch Platform for Two T-Cell Engager Targets Without Disclosing Any Payment
Henlius bought a switch, not a molecule, and the deal discloses no dollar figure at all, not even a headline total.