Lilly’s GLP-1 pill tops Novo’s Rybelsus in head-to-head trial

Orforglipron, which could be approved for obesity next quarter, proved superior at cutting blood sugar and body weight — but at the expense of higher side effect rates. 

By Jonathan Gardner • Feb. 26, 2026

15 states sue HHS over changes to childhood vaccine schedule

The lawsuit seeks to reverse the abrupt overhaul of the U.S. immunization schedule as well as the federal government’s allegedly “unlawful” reformation of a key vaccine panel.

By Delilah Alvarado • Feb. 25, 2026

Explore the Trendline➔

Commercialization

New drugs for obesity are becoming blockbusters, while Trump administration pressure is reshaping pharma marketing strategies ahead of looming patent cliffs.

By BioPharma Dive staff

Vertex’s CRISPR therapy rebounds in latest earnings

Sales of Casgevy, a gene-edited treatment developed with CRISPR Therapeutics, more than tripled compared to the third quarter, a performance analysts saw as a bright spot in Vertex's report.

By Gwendolyn Wu • Feb. 13, 2026

Gilead dips as ‘strong’ earnings outweighed by high expectations for new HIV drug

Shares fell as much as 6% in after-hours trading, a decline one analyst guessed may be because Yeztugo’s trajectory isn’t matching investors’ sky-high hopes.

By Jacob Bell • Feb. 10, 2026

Earnings roundup: AbbVie angst, a bifurcated vaccine market and Bristol Myers’ waiting game

Vaccine makers are seeing sales declines in the U.S. and upswings in Europe. Elsewhere, investors fretted over an AbbVie franchise and Bristol Myers pointed to a trio of narrative-changing trials.

By BioPharma Dive staff • Feb. 5, 2026

Novo, Lilly sputter as Hims launches knockoff GLP-1 pill

Novo is threatening litigation in response, while FDA head Martin Makary, without naming specific companies, said the agency would take “swift action” against those “mass-marketing illegal copycat drugs.”  

By Ben Fidler • Updated Feb. 6, 2026

Express Scripts reaches ‘landmark’ settlement with FTC in insulin suit

The agreement announced Wednesday includes sweeping changes to the Cigna PBM’s business practices, including no longer preferring expensive drugs over cheaper equivalents on standard formularies and reshoring its controversial rebate aggregator.

By Rebecca Pifer Parduhn • Updated Feb. 4, 2026

Trump signs funding bill with PBM reforms, hospital-at-home and telehealth extensions

The funding package ends a partial government shutdown and enacts several healthcare policies, including preserving telehealth flexibilities in Medicare through 2027.

By Emily Olsen • Feb. 4, 2026

Novo shares tumble by double digits on grim sales outlook

In contrast to Lilly’s optimistic forecasts, Novo cited pricing constraints and competitive pressure in predicting up to a 13% decline in 2026 profits. 

By Jonathan Gardner • Feb. 4, 2026

Lilly soars again as fast-selling weight loss drugs top Wall Street projections

Despite some angst over pricing pressure for GLP-1 drugs, Lilly’s bullish projections surpassed consensus estimates, while combined 2025 sales of Zepbound and Mounjaro eclipsed $36 billion.

By Kristin Jensen • Feb. 4, 2026

Earnings roundup: Amgen vs. FDA, Pfizer’s defense and Merck’s $70B-in-sales plan

Amgen is refusing U.S. regulators’ request to withdraw an inflammatory disease drug. Elsewhere, Pfizer battled skepticism on new obesity drug data, and Merck laid out its post-Keytruda future.

By BioPharma Dive staff • Feb. 4, 2026

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.

By Jonathan Gardner • Jan. 28, 2026

Lilly, chasing Novo, expects second-quarter FDA decision on obesity pill

Speaking at the J.P. Morgan conference, CEO David Ricks said he anticipates a “rapid review” for orforglipron that's currently speeding along “at pace.” 

By Jonathan Gardner • Jan. 14, 2026

Building more sustainable cold chain packaging through innovation

Working towards the future of cold chain packaging: sustainable packaging without performance tradeoffs.

By Cryopak • Jan. 12, 2026

Argenx falters in effort to expand immune drug’s use

The company will stop two trials testing its blockbuster therapy Vyvgart in thyroid eye disease after treatment was judged to be ineffective at an interim checkpoint.

By Jonathan Gardner • Dec. 15, 2025

Crapo, Cassidy propose enhanced ACA subsidy alternative

The legislation, which is scheduled for a vote Thursday, would send funds directly to health savings accounts paired with bronze or catastrophic plans offered on the Affordable Care Act exchanges.

By Emily Olsen • Dec. 11, 2025

J&J’s ‘remarkable’ Tecvayli data support earlier use in multiple myeloma

In a step forward for bispecific antibodies, study results presented at ASH suggest a Tecvayli-based combination could have curative potential early in a patient’s disease course.

By Jonathan Gardner • Dec. 9, 2025

At ASH, Lilly makes case to widen Jaypirca use in leukemia, lymphoma

In a head-to-head trial, Lilly’s drug was as effective as Imbruvica at inducing responses and displayed certain safety advantages that could make it a preferred treatment in early lines of care. 

By Jonathan Gardner • Dec. 7, 2025

RFK Jr.’s hand-picked panel questions childhood vaccine schedule

After weakening an endorsement for the hepatitis B vaccine, ACIP began debating the merits of the protocol used to inoculate U.S. children against many infectious diseases.

By Delilah Alvarado • Dec. 5, 2025

Hemophilia gene therapies are struggling on the market, even as innovation soars

The business case for hemophilia gene therapy still isn’t adding up due to persistent market barriers.

By Kelly Bilodeau • Dec. 5, 2025

CMS sets 2027 Medicare prices for Wegovy, Trelegy and 13 other drugs

The second round of negotiations cuts spending an aggregate 44% over 2024 list prices as the federal government extends restraints over more medicines.

By Jonathan Gardner • Nov. 26, 2025

GSK, Anaptysbio sue each other over Jemperli revenue

As Anaptysbio seeks to split off a royalty business, both companies claim the other breached contracts surrounding development of the cancer immunotherapy.

By Jonathan Gardner • Nov. 21, 2025

With new approvals, Regeneron’s higher-dose Eylea gets more competitive

Analysts say the two new indications should help Eylea HD as Regeneron battles for market share with Roche’s Vabysmo.

By Kristin Jensen • Nov. 20, 2025

Agios shares fall on mixed sickle cell results for blood disease drug

Pyrukynd, which Agios sells for a rare type of anemia, missed one of its main objectives in a study seen as crucial for its commercial outlook and the company’s reinvention as a rare disease specialist.

By Jonathan Gardner • Nov. 19, 2025

Novo, Lilly cut deal with Trump to lower prices of obesity drugs

The agreement will make Wegovy and Zepbound available to some Medicare enrollees for $245 per month, and starter doses of pill versions, once approved, for $149 monthly.

By Jonathan Gardner • Updated Nov. 7, 2025