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    China competition

    Drugs from China are reshaping biotech. Track the licensing deals here.

    Roche’s deal with RNAi specialist SanegeneBio — which involves a $200 million upfront payment and $1.5 billion in future consideration — is its fourth licensing deal with a China-based drug developer since October.

    Updated 10 hours ago
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    Sponsored by Catalent

    Building a robust in-process testing plan for cell therapy manufacturing success

    The roadmap to reliable in‑process testing for cell therapy success.

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    Kendall Davis/BioPharma Dive
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    Tracker

    10 clinical trials to watch in the first half of 2026

    After a lengthy downturn, the biotech industry finally gathered momentum in 2025. Key readouts in obesity, infectious disease and many rare conditions could help it continue.

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    Alamy
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    Amgen gives up on its once-prized eczema drug

    The decision comes more than a year after disappointing initial Phase 3 results and casts further doubt on a class of autoimmune drugs thought to be challengers to treatments like Dupixent. 

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    Alamy
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    China competition

    AstraZeneca leans into obesity, striking wide-ranging alliance with China’s CSPC

    The deal, which involves up to eight “next-generation” weight loss medications and could be worth more than $18 billion, ranks as the largest licensing pact of its kind since the start of 2025, according to BioPharma Dive data.

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    News roundup

    Moderna holds a ‘garage sale’; Roche defends obesity drug data

    Moderna licensed out a rare disease drug for what an analyst called a “modest” sum. Elsewhere, Roche executives suggested better forthcoming obesity results and Summit’s PD-1/VEGF blocker got an FDA decision date.

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    Andrew Harnik/ via Getty Images
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    Q&A

    Politicization runs deeper than ever at FDA, risking long-term impacts

    A massive overhaul of staffing and review processes have left the agency appearing heavily driven by the Trump administration’s political agenda, according to an economist and public policy expert.

    FDA
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    Deep Dive // IPO window

    Biotech IPOs are the industry’s lifeblood. Track how they’re performing.

    Eikon Therapeutics, Veradermics, SpyGlass Pharma and Agomab Therapeutics are all scheduled to go public this week in what would be a rare burst of IPO activity for a sector that only priced 11 offerings last year.

    Updated Feb. 2, 2026
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    Robert Way via Getty Images
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    China competition

    AstraZeneca strengthens China ties with planned $15B investment

    AstraZeneca’s investment will “span the value chain” of drug research and development and comes amid a prolonged surge in dealmaking activity involving large pharmaceutical companies and their counterparts in China.

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    Regenxbio gene therapy trials suspended by FDA over safety worries

    The development of a brain tumor in a study participant led regulators to suspend a Hurler syndrome therapy in early testing and a treatment for Hunter syndrome nearing an FDA decision.

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    Courtesy of Sanofi
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    Vaccines

    Sanofi expects vaccine sales growth to dip amid ‘challenging environment’

    On a conference call, executives cited “confusion” and declining vaccination rates in the U.S. while discussing a quarterly sales decline and anticipated slower growth in 2026.  

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    Emerging biotech

    Tenpoint wins FDA nod for combination presbyopia eye drop

    The biotech also raised $235 million in debt and equity funding to support marketing of the drop, which it claims to be an advance over existing treatments from AbbVie and others.

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    Permission granted by Roche
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    Obesity drugs

    Roche, trailing in obesity, showcases new data for GLP-1 shot

    A drug Roche acquired in a multibillion-dollar deal could be as effective as Zepbound, but may struggle to stand out in a crowded field, analysts said.

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    Gene editing

    Lilly bets on Seamless, delving further into genetic medicine for hearing loss

    The potentially $1 billion alliance centered around a flexible gene editing technology adds to a portfolio of cutting-edge treatments the company is developing for hearing disorders.

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    anouchka via Getty Images
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    Deep Dive

    5 questions facing biopharma in 2026

    The biopharmaceutical sector finally regained its footing in 2025. Here are five issues that could determine whether the renewed optimism will carry over into the new year.

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    Trump administration

    Drugs for cancer, arthritis and HIV on Medicare’s list for 2028 price cuts

    Still, the medications in the latest round of negotiations — which now includes “Part B” drugs given in doctors offices — draw very limited revenue from Medicare, an analyst pointed out.

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    Kevin Frayer via Getty Images
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    China competition

    China’s edge in early-stage drugmaking ‘likely to persist,’ Pitchbook says

    The ongoing surge in licensing deals for early drug prospects should continue this year and involve more cell and gene therapies, which have had trouble securing funding in the U.S., the firm said in a new report.

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    News roundup

    Halozyme buys a biotech startup; Cytokinetics launches heart drug

    Halozyme is paying as much as $400 million for a drug delivery specialist that could boost its growth prospects, one analyst wrote. Elsewhere, Boehringer dipped into China for a bispecific drug and a trans-Atlantic VC firm restocked.

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    Courtesy of Intellia Therapeutics
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    Gene editing

    FDA lifts hold on an Intellia CRISPR drug trial

    Intellia is instituting new safeguards following the death of a study participant that led regulators to pause two trials in people with transthyretin amyloidosis. One of those tests remains suspended.

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    An immune drug developer raises $50M to finance its eczema drug testing

    TRex Bio banked a Series B extension to advance its atopic dermatitis program, which is competing in a crowded field.

  • A Sarepta logo is displayed on a building in Cambridge, Massachusetts on Sept. 5, 2024.
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    Jacob Bell/BioPharma Dive
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    Sarepta, battling slowing sales, claims Duchenne gene therapy’s impact grows with time

    On a Monday conference call, Sarepta CEO Doug Ingram said new long-term data should help “rebalance the discussion” surrounding Elevidys.

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    IPO window

    Biotech investor Cormorant secures $150M for another SPAC deal

    Amid a rebound in SPAC activity, the prolific “crossover” investor is aiming for its third blank-check merger since 2022 following deals with Moonlake Immunotherapeutics and BridgeBio Oncology Therapeutics.

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    Sanofi to seek approval of touted eczema drug despite mixed results

    Fresh data from multiple studies suggest the drug, which Sanofi has billed as a future blockbuster, could be cleared in the U.S. but has murky sales prospects.

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    News roundup

    Novo climbs higher on ‘strong’ Wegovy pill launch; Terns tweaks leukemia drug deal

    Novo shares have surged more than 20% amid oral Wegovy’s fast start. Elsewhere, Terns opened up room for a potential partnership and Corcept solidified its case for an ovarian cancer drug.

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    Express Scripts considering settlement in FTC insulin price lawsuit

    The antitrust agency paused its lawsuit against the pharmacy benefit manager while the two discuss a proposed consent agreement.

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    Startup launches

    BioMarin vets form Mendra to ‘modernize’ rare disease drug development

    Backed with $82 million and led by two of BioMarin’s former executives, Mendra plans to acquire rare disease assets and use AI to help accelerate their development.