Articles

Medicare GLP-1 coverage 2026: Bridge program starts July 1

CMS will launch a temporary Medicare GLP-1 Bridge program on July 1, 2026, creating a new access pathway for eligible beneficiaries. For BD teams, investors, and analysts, the key questions are coverage scope, pricing pressure, and what the demo signals for future reimbursement.

Merck and Gilead report mixed outcomes in lung cancer and HIV studies

Merck Gilead report mixed outcomes in key lung cancer and HIV studies: a Phase 3 Trodelvy plus KEYTRUDA lung cancer trial was halted, while two Phase 3 HIV studies for islatravir/lenacapavir reported positive topline results. This plan focuses on the business and clinical implications for analysts and BD teams.

AI Citation Gap in CDMO Capacity: Pharmaceutical Manufacturing Examples and Insights

This article examines the AI citation gap in CDMO capacity for pharmaceutical manufacturing, providing concrete examples and strategic insights. It clarifies the CDMO industry, compares CDMO vs CRO, and highlights top CDMO pharma companies.

Obesity rates in America by year: what the data shows

This analysis summarizes obesity rates in America by year using the strongest available public-health data and explains why the trend matters for pharma BD and investors. It also places U.S. prevalence in the context of global obesity statistics and the standard BMI definition.

AbbVie Cerevel acquisition closes in $8.7B neuroscience deal

AbbVie completed its $8.7 billion acquisition of Cerevel Therapeutics, paying $45.00 per share in cash. The deal adds neuroscience assets as investors watch emraclidine, pipeline execution, and future filing catalysts.

Lenacapavir posts 100% HIV prevention in PURPOSE 1: what it means

Gilead reported that lenacapavir achieved 100% efficacy in the Phase 3 PURPOSE 1 trial for HIV prevention in cisgender women. The result strengthens the company’s PrEP franchise and raises the next questions around approval timing, label expansion, and commercial positioning.

Vabysmo gains EU approval for retinal vein occlusion: what changes next

Living with retinal vein occlusion has a new treatment reference point in Europe after Roche’s Vabysmo secured EU approval for macular edema due to RVO. This plan frames the catalyst, the regulatory basis, and the investor implications for BD and analyst readers.

Novartis remibrutinib wins Phase 3 in CSU: what it means

Novartis remibrutinib is an oral, highly selective BTK inhibitor with Phase 3 success in chronic spontaneous urticaria. This plan frames the catalyst for BD teams, investors, and analysts, including efficacy, safety, and next milestones.

EMA backs datopotamab deruxtecan, but lung cancer access remains unclear

EMA recommended datopotamab deruxtecan in Europe, but the supported EU approval in the evidence base is for HR-positive, HER2-negative breast cancer rather than lung cancer. In the U.S., DATROWAY has accelerated approval for EGFR-mutated NSCLC, making this a key catalyst-tracking update for BD teams and investors.

FDA approves Vertex’s Journavx as first non-opioid pain drug for acute pain

The FDA approved Vertex Pharmaceuticals’ Journavx (suzetrigine) on 30 January 2025 for moderate-to-severe acute pain in adults. The decision creates a new non-opioid catalyst to track for BD teams, investors, and analysts.

Novartis remibrutinib wins Phase 3 in chronic spontaneous urticaria

Novartis remibrutinib has Phase 3 support in chronic spontaneous urticaria, with evidence of early symptom improvement and sustained efficacy through 52 weeks. This plan frames the result for BD teams, investors, and analysts, including regulatory context and what to watch next.

EMA backs datopotamab deruxtecan for advanced lung cancer

EMA action on datopotamab deruxtecan adds a key catalyst for lung cancer tracking, even as the program’s regulatory path differs by region. For BD teams, investors, and analysts, the story now centers on approval status, label scope, and the next clinical and filing milestones.

Eli Lilly pipeline and deals: GLP-1, vaccines, and 2026 outlook

Eli Lilly’s pipeline and deal strategy are increasingly defined by GLP-1 leadership, obesity and diabetes demand, and a widening push into vaccines. This plan centers the deal and clinical signals BD teams, investors, and executives need to assess what changed and what to watch next.

AbbVie closes $8.7B Cerevel deal as neuroscience pipeline expands

AbbVie completed its $8.7 billion acquisition of Cerevel Therapeutics on August 1, 2024, after U.S. Federal Trade Commission review. The deal adds Cerevel assets to AbbVie’s neuroscience pipeline and sets up follow-on readouts to watch.

Lenacapavir posts 100% HIV prevention in PURPOSE 1

Gilead’s lenacapavir posted 100% efficacy in the Phase 3 PURPOSE 1 trial for HIV prevention in cisgender women. The result strengthens the case for Lenacapavir PrEP and raises the stakes for Gilead’s next regulatory and clinical catalysts.

Cobenfy meets endpoint in Bristol Myers Squibb’s Alzheimer’s psychosis trial

Bristol Myers Squibb’s Cobenfy has reached a key milestone in Alzheimer’s psychosis, expanding the story beyond its approved schizophrenia use. Analysts should watch ADEPT-2 execution, enrollment changes, and whether the signal supports a broader development path.

Eli Lilly raises 2026 revenue guidance on Mounjaro demand

Eli Lilly’s latest quarter showed stronger-than-expected Mounjaro demand, prompting a higher 2026 revenue outlook. The update matters for analysts and BD teams tracking obesity-market momentum, trial catalysts, and next earnings milestones.

FDA Approves Vertex’s First-in-Class Non-Opioid Pain Drug Journavx

The FDA approved Journavx (suzetrigine) on 30 January 2025 for moderate-to-severe acute pain in adults, including postoperative pain. The decision gives Vertex the first non-opioid analgesic in this setting and creates a new catalyst set for BD teams, investors, and analysts.

Novo Nordisk CagriSema Phase 3 Results: Obesity Catalyst Update

Novo Nordisk’s CagriSema phase 3 update shows strong obesity and diabetes efficacy, but the obesity readout fell short of top-tier expectations. This plan focuses on the catalyst, the comparator data, and what BD teams and investors should watch next.

Lenacapavir PrEP shows high HIV-prevention efficacy in Gilead’s Phase 3 trials

Gilead’s lenacapavir PrEP has emerged as a high-efficacy HIV prevention asset after Phase 3 results showed strong protection versus comparators. This plan focuses on what changed, why it matters for investors and BD teams, and the next catalysts to watch.