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Q2W Newsletter: Feb’26 Part 1

Key Outcomes: Venglustat delivered a pivotal P3 win in GD3 with strong neurological benefit and global filing plans, while Fabry development is uncertain after PERIDOT missed its primary endpoint FDA activity was strong, with Optune Pax approved as a long‑awaited new option in locally advanced pancreatic cancer and oveporexton granted priority review as a potential […]
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Q2W Newsletter: Jan’26 Part 2

Key Outcomes: Ophthalmology expansion: Eylea 8 mg gained EU approval for macular edema following RVO, demonstrating comparable efficacy to 2 mg with longer dosing intervals, reinforcing the Bayer–Regeneron retina franchise Oncology advancements: Multiple KRAS-targeted programs progressed, with D3 Bio securing dual FDA INDs (G12D, G12C), and first patient dosing achieved by PAQ Therapeutics and Argo […]
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Q2W Newsletter: Jan’26 Part 1

Key Outcomes: Daiichi initiated P3 of Datopotamab deruxtecan (Datroway) for NSCLC, Pfizer’s P3 BREAKWATER study showed promising combinations in BRAF V600E mCRC, reinforcing global ADC and targeted therapy focus Biopharma deal-making remained strong across oncology and immunology, with multiple high-value licensing and collaboration agreements Pipeline momentum was robust in neurology and rare diseases, as Eisai/Biogen […]
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