Social Behavior
Obesity Leaders Dig Manufacturing Moats To Defend Injectable GLP-1 Empires
GLP-1; manufacturing capacity; Eli Lilly; Novo Nordisk; obesity drugs; Wegovy; Zepbound; capital expenditures; supply constraints; market competition; Medicare coverage; policy risk; biosimilars/generics; China GLP-1 pipeline; bariatric surgery
Boehringer Ingelheim breaks into oncology as FDA grants accelerated approval to Hernexeos (zongertinib) for HER2 TKD–mutated NSCLC
Boehringer Ingelheim; Hernexeos; zongertinib; FDA approval; accelerated approval; non-squamous NSCLC; HER2 TKD mutations; Oncomine Dx Target Test; Beamion LUNG-1; objective response rate; first oral targeted therapy for HER2-mutant NSCLC; priority review; breakthrough therapy designation; confirmatory trial requirement; competition with Enhertu
Assembly Bio Reports Phase 1b Success in Herpes; Gilead Increases Stake with 2.3M Shares
Assembly Bio; Phase 1b trial; ABI-5366; herpes simplex virus (HSV-2); viral shedding reduction; genital lesion reduction; safety profile; Gilead Sciences; collaboration; stock purchase
Novo Nordisk Maintains Edge in Obesity Pill Race as Lilly’s Pill Shows Modest Results
Novo Nordisk; Eli Lilly; obesity pill; oral semaglutide; orforglipron; weight loss drugs; Wegovy; Zepbound; GLP-1; market competition
XtalPi and DoveTree Announce Landmark $6 Billion AI-Powered Drug Discovery Collaboration
XtalPi; DoveTree Medicines; AI drug discovery; robotics; pharmaceutical R&D; Gregory Verdine; oncology; immunology; neurology; metabolic diseases; collaboration; upfront payment; milestone payments; royalties
Novo Nordisk’s Pipeline Cull Prompts Hopes of Strategic Shift
Novo Nordisk; pipeline cull; GLP-1/GIP co-agonist; obesity drugs; leadership change; strategic shift; semaglutide; Wegovy; R&D pipeline; market competition
Pfizer’s Embattled Obesity Program Loses Another GLP-1 Drug Due to Data and Competition Issues
Pfizer; obesity; GLP-1 agonist; clinical trial; liver injury; danuglipron; lotiglipron; PF-06954522; obesity drug development; competition
Novo Nordisk’s Leadership Shakeup and Wider Implications; Ex-FDA Official Takes Regulatory Role at GSK
Novo Nordisk; leadership shakeup; new CEO; Maziar Mike Doustdar; share price drop; obesity drug market; competition; GSK; regulatory affairs; Former FDA
Novo Nordisk Appoints New CEO and Reduces 2025 Sales Guidance
Novo Nordisk; CEO change; Maziar Mike Doustdar; 2025 sales guidance cut; growth outlook; leadership transition; obesity drug competition
BioNTech Chief Strategy Officer Departs Amid Oncology Pivot and Major Deals
BioNTech; chief strategy officer; Ryan Richardson; oncology pivot; CureVac acquisition; cancer pipeline; leadership transition