Pharma
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Obesity drugsPfizer dips on new data for obesity drug acquired in $10B deal
A long-acting shot Pfizer got through a buyout of Metsera appeared “slightly inferior” to Lilly’s market-leading Zepbound in a Phase 2 trial, one analyst said.
By Jonathan Gardner • Feb. 3, 2026 -
Courtesy of Novo Nordisk
Obesity drugsNovo combination obesity shot meets goal in diabetes trial
CagriSema’s blood sugar and weight reductions exceeded the company’s blockbuster Wegovy, yet the drug might still struggle to rival Lilly's Zepbound.
By Jonathan Gardner • Feb. 2, 2026 -
Explore the Trendline➔
National Institute on Aging. (2017). "Beta-Amyloid Plaques and Tau in the Brain" [Image]. Retrieved from Flickr.
TrendlineAlzheimer's disease
Many companies hope to follow in the footsteps of Biogen, Eisai and Eli Lilly by developing new therapies for the debilitating disease, which affects tens of millions of people and costs healthcare systems hundreds of billions of dollars each year.
By BioPharma Dive staff -
Courtesy of Sanofi
Sanofi drug, inherited from Genzyme, goes 1-for-2 in rare disease trials
The drug, which has suffered multiple setbacks over the years, could finally reach the market as a treatment for a form of Gaucher disease.
By Delilah Alvarado • Feb. 2, 2026 -
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Gene editingGSK walks away from pioneering Wave RNA editing drug
Wave claimed GSK is handing back rights to the frontrunning program not because of questions about its potential, but because Wave is better suited to quickly advance a rare disease therapy.
By Ben Fidler • Updated Feb. 2, 2026 -
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China competitionAstraZeneca 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.
By Ben Fidler • Jan. 30, 2026 -
Brian Tucker / BioPharma Dive/BioPharma Dive
The biopharma industry outlook on 2026: Optimism and tension
A spike in M&A activity and stock prices have pulled biotech out of a yearslong downturn. But regulatory tumult and fierce competition from China could short-circuit the sector's resurgence.
By Ben Fidler • Jan. 29, 2026 -
Courtesy of Sanofi
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.
By Delilah Alvarado • Jan. 29, 2026 -
Robert Way via Getty Images
China competitionAstraZeneca 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.
By Kristin Jensen • Jan. 29, 2026 -
Permission granted by Roche
Obesity drugsRoche, 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.
By Jonathan Gardner • Jan. 27, 2026 -
Permission granted by LifeLabs
Sponsored by LifeLabsFrom detection to prevention: How sponsored testing can transform patient outcomes
Diagnostic testing has long laid the groundwork for medical decision-making.
Jan. 26, 2026 -
Permission granted by Sanofi
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.
By Jonathan Gardner • Jan. 23, 2026 -
Win McNamee via Getty Images
Congress eyes tackling healthcare consolidation
“I think there’s common ground here,” one Republican congressman said Wednesday during a House Budget Committee hearing. Squaring up against healthcare monopolies would be a major pivot for the GOP.
By Rebecca Pifer Parduhn • Jan. 23, 2026 -
Courtesy of BMS
Bristol Myers buys into Janux’s ‘masked’ T cell engagers
Worth up to $850 million, the partnership provides “further validation” for Janux at a time of heightened investor scrutiny regarding the potential of its top drug, one analyst wrote.
By Delilah Alvarado • Jan. 22, 2026 -
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FDA lays out new path to speed development of multiple myeloma drugs
In certain cases, regulators will now be open to clearing therapies based on their ability to eliminate tumor cells, a change that could accelerate cell therapies and other new medicines.
By Jonathan Gardner • Jan. 22, 2026 -
Courtesy of Johnson & Johnson
J&J eyes $100B in sales amid gains for cancer, immune drugs
Amid patent expirations, litigation and tariff costs, J&J says it expects more growth ahead, fueled in part by its blood cancer medicines and a closely watched psoriasis pill.
By Kristin Jensen • Jan. 21, 2026 -
Sarah Silbiger via Getty Images
VaccinesValneva to withdraw Chikungunya vaccine from US amid safety woes
The decision comes months after the FDA had suspended the vaccine’s license. One analyst speculated the company might shelve the product altogether.
By Delilah Alvarado • Jan. 20, 2026 -
Permission granted by GSK
GSK to buy Rapt in $2.2B deal for food allergy drug
The deal is the first for new CEO Luke Miels as the British drugmaker looks to overcome pressure on its HIV and vaccines businesses.
By Kristin Jensen • Jan. 20, 2026 -
Getty Images
Tecvayli tops standard drugs in early multiple myeloma, J&J says
The results build on evidence U.S. regulators found so compelling last year they proactively awarded J&J a new kind of drug review voucher.
By Jonathan Gardner • Jan. 15, 2026 -
Danielle Ternes/BioPharma Dive
JPM26: Paying cash for obesity drugs, renewed IPO optimism and pharma’s cell therapy view
Drugmaker CEOs see online sales channels as a budding opportunity, while some biotech investors told BioPharma Dive to expect a rebound in new stock offerings.
By BioPharma Dive staff • Jan. 14, 2026 -
Andrew Harnik via Getty Images
Obesity drugsLilly, 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 -
Danielle Ternes/BioPharma Dive
JPM26: Biotech’s M&A lift, the ‘new’ Biogen and Merck’s $70B target
Venture investors are adopting a more aggressive mindset heading into 2026, while Merck, Moderna and Summit are all approaching crucial trial readouts.
By BioPharma Dive staff • Jan. 13, 2026 -
Permission granted by Sanofi
What Sanofi’s multiple sclerosis troubles could mean for the space
Regulatory and clinical roadblocks have set back its oral BTK inhibitor tolebrutinib, but the drug class still has many opportunities to make an impact.
By Kelly Bilodeau • Jan. 13, 2026 -
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Trump administrationAbbVie pledges $100B to US production in drug pricing deal with Trump
As with the many other “most-favored-nation” deals between the White House and large pharmas, the agreement is short on details as well as its potential financial impact.
By Ben Fidler • Jan. 13, 2026 -
Danielle Ternes/BioPharma Dive
JPM26: US biotech’s ‘Sputnik moment,’ Pfizer’s obesity ambitions and Bristol Myers’ big year
Four recent deals fueled more angst about China’s biotech progress, while Pfizer, Bristol Myers and Sarepta all worked to appease jittery investors.
By BioPharma Dive staff • Jan. 12, 2026 -
anouchka via Getty Images
Deep Dive5 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.
By BioPharma Dive staff • Jan. 12, 2026
