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Q2W Newsletter: August ’26 Part 1

Key Outcomes: Neurocrine (NBIP-‘1968, Obesity) – Initiated P1 FIH study of long-acting GLP-1/GIP/glucagon triple agonist; QW SC; SAD assessment across BMI categories; part of broader obesity portfolio with planned FDC combo. Taiho/Cullinan Zipalertinib (1L EGFR Ex20ins NSCLC) – P3 REZILIENT3 met primary PFS endpoint at interim analysis; combo with chemo showed statistically significant, clinically meaningful […]
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Q2W Newsletter: July ’26 Part 2

Key Outcomes: Arrowhead (Plozasiran, sHTG) – P3 SHASTA-3/4 met primary endpoint; TG reductions 79%/81% vs ~27% PBO; AP events cut 78% overall, 100% in high-risk patients; sNDA planned by YE’26 Azafaros (Nizubaglustat, GM1/GM2 Gangliosidosis) – Completed enrollment (~75 pts) in P3 NAVIGATE; topline data expected early 2028; NPC study enrollment ongoing (72 pts) Novartis Fabhalta […]
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Q2W Newsletter: July ’26 Part 1

Key Outcomes: Teva (TEV’408, vitiligo): P1b shows 75% facial improvement (42% F-VASI50), Q12M dosing feasible, advancing to P2b in Q4 2026 with Royalty Pharma funding Ipsen (Dysport, migraine): First botulinum toxin to hit P3 success in both episodic and chronic migraine prevention Novartis (Itvisma, SMA): EC approves first one-time gene therapy for 5q SMA in […]
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Q2W Newsletter: June ’26 Part 2

Key Outcomes: Nerandomilast (Boehringer) – FIBRONEER studies met the primary endpoint (slowed FVC decline); pooled analysis showed 59% reduction in death risk vs. placebo, but the key secondary composite endpoint was missed Evategrel/CG-0255 (CureGene) – First patient dosed in US pivotal trial vs. clopidogrel; prior data show fast onset (<15 min IV/<30 min oral), high […]
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