Anup Soans’ Post

Weekly Pharma/Biotech Roundup 🔃 World Health Organization: Donald Trump signs executive order withdrawing U.S. from WHO. Ascentage Pharma: Announces pricing of U.S. IPO at $17.25 per ADS. The gross proceeds from the offering, before deducting underwriting discounts and commissions and other offering expenses payable by Ascentage Pharma, are expected to be approximately $126.4 Million. Aardvark Therapeutics: Files for a $100 Million IPO to advance oral, hunger-suppressing drug. Sionna Therapeutics & Odyssey Therapeutics: End JPM week in an attempt to go public via the IPO route. Biogen & Eisai Co., Ltd.: FDA approves LEQEMBI IV maintenance dosing for the treatment of early Alzheimer's disease. AstraZeneca & Daiichi Sankyo: The FDA approved precision drug for breast cancer. ArriVent Biopharma: Enters exclusive license with Lepu Biopharma Co., Ltd for MRG007, an ADC for the treatment of gastrointestinal cancers. Lepu Biopharma will receive a one-time upfront payment and near-term milestone payments totaling $47 Million in cash and is eligible to receive up to $1.16 Billion.   Neomorph, Inc.: Announces collaboration with AbbVie to develop molecular glue degraders for oncology and immunology in a deal worth up to $1.64 Billion. TargetRx: Has successfully completed its Series C financing, raising $50 Million. The funds will be used to advance the overseas clinical development of multiple innovative drugs.   Mitsubishi Chemical Group: Has chosen Bain Capital as preferred bidder for its pharmaceutical subsidiary, Tanabe Mitsubishi Pharma, in a deal that could value it at over $3 Billion according to two people with knowledge of the situation. Purdue Pharma and Sackler family members to pay $7.4 Billion in national opioid settlement. UnitedHealth Group: Name Tim Noel as CEO. Biogen: Cuts staff across its research unit as company shifts resources to external opportunities. Quantum Health: Cuts 4% of workforce.

“Artificial Intelligence at AstraZeneca - Two Use Cases” https://lnkd.in/ew_ccnk2 AstraZeneca stands as a leading global biopharmaceutical firm engaged in the research, development, manufacturing, and marketing of prescription drugs and vaccines. It focuses on critical therapeutic areas such as oncology, cardiovascular, renal, metabolism, respiratory, and immunology. In 2022, AstraZeneca achieved a revenue of $42.67 billion with a profit of $4.08 billion. With a workforce of approximately 89,900 employees spread across more than 60 countries, the company maintains a robust global presence. The organization has invested over $250 million in AI research and the development of cancer-targeting antibodies. AstraZeneca integrates data and AI extensively within its research and development processes, reflecting its commitment to innovative technological advancements in healthcare. This article explores how AstraZeneca leverages AI in two significant use cases: - Overcoming data integration challenges - Streamlining machine learning model deployment #AstraZeneca #Biopharmaceutical #Oncology #Cardiovascular #Immunology #AIResearch #CancerTreatment #DrugDevelopment #GlobalHealthcare #DataIntegration #MachineLearning #AIInnovation #HealthcareTechnology #RAndD #BusinessGrowth

🚀 AbbVie Expands Immunology Portfolio with Nimble Therapeutics Acquisition! 🌟 AbbVie has officially acquired Nimble Therapeutics, a strategic move aimed at enhancing its position in the immunology sector. This integration brings cutting-edge technologies and promising therapeutic candidates into AbbVie's expansive operations. 🔍 Key Highlights: - Access to Nimble’s investigational oral peptide IL23R inhibitor for psoriasis treatment. - Advanced peptide synthesis and optimization technology to accelerate drug development. - Strengthened R&D infrastructure for innovative therapies targeting autoimmune diseases. This acquisition marks a significant milestone in AbbVie's commitment to advancing immunological research and improving patient outcomes. 💡 Investors and stakeholders can look forward to future growth and innovation as AbbVie solidifies its leadership in the pharmaceutical industry. 👉 Click the link for more insights! #AbbVie #Immunology #Innovation #NimbleTherapeutics #Partnership #Pharma #PharmaceuticalCompanies #Pharmaceuticals #MarketAccess #MarketAccessToday

“Artificial Intelligence at AstraZeneca - Two Use Cases” https://lnkd.in/ew_ccnk2 AstraZeneca stands as a leading global biopharmaceutical firm engaged in the research, development, manufacturing, and marketing of prescription drugs and vaccines. It focuses on critical therapeutic areas such as oncology, cardiovascular, renal, metabolism, respiratory, and immunology. In 2022, AstraZeneca achieved a revenue of $42.67 billion with a profit of $4.08 billion. With a workforce of approximately 89,900 employees spread across more than 60 countries, the company maintains a robust global presence. The organization has invested over $250 million in AI research and the development of cancer-targeting antibodies. AstraZeneca integrates data and AI extensively within its research and development processes, reflecting its commitment to innovative technological advancements in healthcare. This article explores how AstraZeneca leverages AI in two significant use cases: - Overcoming data integration challenges - Streamlining machine learning model deployment #AstraZeneca #Biopharmaceutical #Oncology #Cardiovascular #Immunology #AIResearch #CancerTreatment #DrugDevelopment #GlobalHealthcare #DataIntegration #MachineLearning #AIInnovation #HealthcareTechnology #RAndD #BusinessGrowth

🌟 Top Pharmaceutical Breakthroughs – November 2024 🌟 The pharma industry continues to evolve with remarkable developments this month. Here are the highlights and their potential impact: ✅ Pfizer & BioNTech IMFS’s Updated COVID-19 Vaccine Approved 🦠 New protection against emerging variants ensures better global pandemic preparedness. ✅ Johnson & Johnson Acquires Ambrx for $1.9B 💊 Boosts innovation in oncology with advanced antibody-drug conjugates, revolutionizing prostate cancer care. ✅ Eli Lilly and Company Opens $450M Plant in Ireland 🏭 Enhances diabetes and oncology drug supply, meeting rising global demand efficiently. ✅ Sanofi Sells Consumer Health Assets to P&G 💼 Refocuses resources on groundbreaking biologics for rare diseases and immunology. ✅ AstraZeneca’s Enhertu Approved in Europe 🌸 Provides new hope to patients with advanced breast cancer through precision medicine. ✅ Novo Nordisk Starts Semaglutide Production in Mexico 🇲🇽 Expands access to life-saving diabetes and obesity treatments. Merck’s RSV Vaccine Shows Promising Results 🧪 A step closer to combating respiratory illnesses with groundbreaking solutions. ✅ Novartis Partners with BeiGene 🤝 Collaboration to accelerate innovation in oncology therapies worldwide. ✅ Bayer Restructures Consumer Health Division 🔄 Increased focus on innovation boosts investor confidence and positions the company for growth. ✅ AbbVie Completes Migraine Drug Trials 🌟 A new treatment on the horizon offers hope for millions suffering from chronic migraines. #PharmaInnovation #BiotechBreakthroughs #HealthcareLeadership #DrugDevelopment #GlobalHealth

Pharma Titans of 2024: The Leading Five Companies by Market Cap As the pharmaceutical industry continues to grow, the five largest companies by market capitalization in 2024 are Eli Lilly ,Novo Nordisk, Johnson & Johnson, Merck and AbbVie Eli Lilly and Company leads with a market cap of $763.34 billion. Known for its extensive research and development, Eli Lilly focuses on treatments for diabetes, cancer, and mental health conditions. Its Alzheimer's drug, donanemab, is under FDA review. Novo Nordisk valued at $582.51 billion, excels in diabetes and obesity treatments. It leverages AI technology through partnerships with Microsoft and NVIDIA to advance drug discovery. Johnson & Johnson with a $363.99 billion market cap, operates across multiple health segments. Its subsidiary, The Janssen Pharmaceutical Companies of Johnson & Johnson, is a leader in oncology and immunology. J&J recently acquired Ambrx Biopharma to enhance its oncology offerings. Merck & Company worth $331.19 billion, is noted for its vaccines and treatments for various diseases. Merck is developing new HPV vaccines and has a robust pipeline targeting conditions like HIV and hepatitis C. AbbVie with a market cap of $287.71 billion, focuses on immunology, oncology, and neuroscience. Its strategic acquisitions and collaborations aim to expand its immunology portfolio and improve patient care. #PharmaceuticalIndustry #PharmaStocks #BigPharma #EliLilly #NovoNordisk #JohnsonAndJohnson #Merck #AbbVie #DrugDevelopment #HealthcareInnovation #Biopharma #MedicalResearch #InvestorInsights #HealthTech #MarketTrends #investors #investments https://lnkd.in/ekZiHxrw

#PortfolioHighlights We continue to discuss the investment rationale behind the constituents of our #portfolio and share our views on major #BigPharma companies. Bristol Myers Squibb (BMS) is a leader in the oncology, hematology, immunology, cardiovascular, and fibrotic disease segments. With a market capitalization of over $100bn, it maintains a top-15 position among global #pharmaceutical giants. Its portfolio includes widely recognized products like #Opdivo (cancer immunotherapy) and #Eliquis (anticoagulant), both of which remain leading pharmaceutical products worldwide by sales. Despite the Biden administration’s tough stance on biopharmaceutical pricing, BMS has shown resilience during his presidency, even though it has the highest exposure to the drug pricing reforms. In September, the company received FDA approval for Cobenfy, a new #schizophrenia drug that targets cholinergic receptors, differing from the traditional dopamine receptor-based treatments. #Cobenfy was acquired through BMS’s $14 billion takeover of Karuna Therapeutics last year. Revenue from this drug is expected to partially offset the anticipated decline from patent expirations of its cancer drug Revlimid and the blood thinner Eliquis later this decade. As part of its preparation for the upcoming patent cliff, BMS is undertaking a $1.5bn cost-reduction plan to reinvest in promising R&D. The company currently has 55 compounds in clinical development across more than 40 disease areas, predominantly in oncology and immunology. Potential blockbusters include Reblozyl for anemia, Zeposia for multiple sclerosis, and Deucravacitinib for psoriasis. The company highlights a catalyst-rich period beginning in 2025-2026, driven by the upcoming results of ongoing trials. BMS is currently trading at a discount to the sector, with a P/E of 13.4x versus 24.1x for the top 50 Big Pharma companies. Marketing | Capital at risk | For professional investors

🎯 How are pharma companies shifting their R&D focus for 2025? Oncology and obesity are taking center stage as pharmaceutical companies refine their R&D portfolios. With these areas showing immense potential for innovation and impact, the industry is adopting targeted strategies to address unmet medical needs and seize emerging market opportunities. The big question: Can this renewed focus lead to groundbreaking treatments and reshape the pharma landscape in 2025? 📖 Credit: Amy Baxter, PharmaVoice. Explore how pharma is reshaping its priorities to deliver the next wave of innovation.

Bolstered by its portfolio of “revolutionary” therapies, AbbVie is once again the top pharma company in the immunology space, according to a new survey of doctors by ZOOMRX. Distantly trailing AbbVie is Pfizer, which secured the second spot in ZoomRx’s ranking. Driven by its promising and robust pipeline of mid-to-late-stage candidates and its $6.7 billion acquisition of Arena Pharmaceuticals, Pfizer jumped three spots up from its previous ranking during the third quarter of 2023. Rounding out the top 5 are J&J (which dropped to third due to the mounting biosimilar pressure on Stelara), Takeda and Sanofi. #biotech #biopharma #Humira #Immuno

Drug repurposing through label expansions cannot be emphasized enough in its potential to address patient unmet needs for newer and better treatments. This is also true for a drug's off-label use, but it is allowed for and reimbursed only in very few countries. Developed markets such as US and EU4 do not reimburse it for majority of drugs. In a recent example, Pfizer is currently seeking a broad FDA approval for prostate cancer patients for its PARP inhibitor drug, Talzenna after it demonstrated to increase life expectancy of patients with metastatic-castration-resistant prostate cancer (mCPRC) regardless of the tumor’s mutation status in phase 3 TALAPRO-2 trial. It might be the broadest FDA approval in this drug class. Why this can be an effective strategy for maximize reach and penetration of a drug? 1. It is most time and cost-effective mechanism to provide new medicines for patients for whom newer treatments didn't exist. 2. Manufacturers can probably adopt a dual-branding approach for a drug targeting either a broad indication or more than one indication. Pharma manufacturers can also charge a premium price for indications with a very high unmet need and disease burden. 3. Easy to gain positive reimbursement decision for a broader patient population, if the drug is already approved for a specific subtype of patients. 4. Ease of integration into treatment pathways 5. Physicians find it easier to manage treatment with an existing drug class on a newer group of patient population than a newer drug or drug class. 6. Increased market share and access coverage for the drug across various markets. Thus, planning ahead during pre-clinical or early clinical development phase can be an important strategic consideration for pharma / biotech developers. It can help them develop a financial, clinical and regulatory plan down the line, intellectual property considerations, provide ethical justifications for randomized controlled trials and formulate a forward-looking RWE strategy. It arms pharma manufacturers better for long-term sustained success of a clinically effective drug. Sources: Fierce Pharma; Rapid label expansion based on public private partnership Meeting abstract 2024 ASCO annual meeting; Label extensions: Benefits and challenges for drug repurposing, Donald Lo 3 October 2023, RExPO23 Conference; Drug repurposing: Misconceptions, challenges, and opportunities for academic researchers, C. Glenn Begley et al. Science Translational Medicine, 2021 P.S. - Strictly Human Generated #Labelexpansion #FDAapproval #drugdevelopment #strategy #drugapprovals