Boehringer’s $1 Billion Cancer Deal Will Pay to Put Envisagenics’ ALS Drug Into the Clinic
Boehringer is buying options on cancer targets. Envisagenics plans to spend the money taking an ALS drug into the clinic.
Oncology
Brazil Approved AstraZeneca’s Camizestrant 17 Days After the FDA, Whose Own Advisers Had Voted Against It
Every major regulator has now said yes to a strategy the FDA’s advisers doubted. The constraint is a blood test.
Novartis’s $900 Million BoomRay Licence Names No Target, No Isotope and No Upfront
Without an upfront, a target or an isotope, BoomRay’s $900 million headline is a ceiling rather than a valuation.
Merck Moved Every Japanese Keytruda Indication to a One-Minute Injection on a Single Lung Cancer Trial
One exposure trial in lung cancer carried every Japanese indication. The contest is now minutes and millilitres.
Telix Is Paying $1.65 Billion for ITM Without Handing the Sellers Any Cash at Closing
The sellers receive shares, not cash, at closing, and $450m of the $700m earnout rests on a single year of sales.
Japan Clears Five Products in a Day, Two With a Price Cut Attached
Five approvals, one calendar date, one November pricing round. The two expansions are the ones the system taxes.
Lilly’s New Combination Beats its Own Monotherapy
Median PFS doubled to 11.1 months against Inluriyo alone. The comparison payers will run is not in the package.
NICE Reversed on Enhertu Because the Threshold Moved, Not the Evidence
The clinical evidence did not change. NICE’s cost-effectiveness threshold did, as a term of a bilateral trade agreement.
ADCs Returned 0.46 in Relapsed Disease and 1.15 in the Front Line at WCLC
The dividing line is not the target or the payload. It is the setting: relapsed disease against chemotherapy, or the front line against chemo-IO.
Years After NCCN Recommended It, FET-PET Finally Has an FDA-Approved Drug
The clinical case was settled before the regulatory one. Clinicians held an NCCN recommendation with no lawful product to act on it.