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Q2W Newsletter: Apr’26 Part 1

Key Outcomes: Lilly’s Foundayo (orforglipron) – 1st GLP-1 weight-loss pill with no food/water restrictions, ~$25/mos with insurance Dupixent – EU approved for CSU in kids aged 2–11, 1st targeted therapy for this group Neffy nasal spray – 1st needle-free epinephrine approved in Canada for anaphylaxis YUVIWEL – orphan drug exclusivity granted for achondroplasia in kids […]
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Q2W Newsletter: Mar’26 Part 2

Key Outcomes: Strong late-stage clinical momentum in diverse indications, with positive phase 3 readouts for sunvozertinib in 1L EGFR exon20ins NSCLC, amlitelimab in moderate‑to‑severe atopic dermatitis, and IBI302 in nAMD, alongside phase 2 success for daridorexant in pediatric insomnia Pipeline progression and lifecycle expansion include Innovent advancing tigulixostat into a head‑to‑head phase 3 vs febuxostat […]
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Q2W Newsletter: Mar’26 Part 1

Key Outcomes: Novel cell and gene approaches advanced, with Quell’s CAR‑Tregs entering P1/2 in RA/SSc and YolTech’s in vivo base‑editing therapy for AATD cleared for a global P2/3, signaling growing regulatory comfort with next‑gen modalities In metabolic and dermatology, AbbVie’s non‑incretin amylin analog ABBV‑295 showed meaningful P1 weight loss The immunology/rheum space saw expansion of […]
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Q2W Newsletter: Feb’26 Part 2

Key Outcomes: Novel immunology assets advancing, with JANX011 entering first-in-human testing and TREMFYA, Nemluvio showing durable 3‑year disease control without new safety issues Strong late-stage data in niche immune/neurology: remibrutinib hits P3 endpoint across CIndU subtypes and VYVGART improves ocular MG symptoms by week 4, supporting label-expansion filings Obesity and cardio‑metabolic focus intensifies: UBT251 achieves […]
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