Infectious Diseases
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Will Pfizer/BioNTech And Moderna Stay Atop The COVID-19 Vaccine Market Forever?
BIO CEO panelist Rajeev Venkayya argued that the huge amount of investment in COVID-19 vaccines makes it possible for new players to challenge Comirnaty and Spikevax’s dominance.
GSK Counters Innoviva’s Gonorrhea Hit
Both groups have posted hits with similar novel antibiotics, and both have a lot riding on commercial success.
Moderna Prepares To Enter The RSV Vaccine Fray
Its mRNA-based RSV vaccine challenger has a more convenient administration than GSK and Pfizer’s frontrunners, but may not compete on durability of protection.
Tarsus Demonstrates Lotilaner’s Potential In Preventing Lyme Disease
Lotilaner, the active ingredient in Tarsus’s Demodex blepharitis drug Xdemvy, showed significant ability to kill ticks in a small Phase IIa study. Analysts call the Lyme program a likely out-licensing opportunity for Tarsus.
ViiV’s Cabenuva Could Find Niche In Non-Adherent HIV Patients
The company said results of the LATITUDE trial showed superiority for the long-acting injectable over daily oral pills in patients struggling with adherence to their HIV treatment regimens.
Scrip Asks…What Does 2024 Hold For Biopharma? Part 6: Therapeutic Area Advances
More than 100 biopharma executives and experts told Scrip their predictions for therapeutic area advances in the coming year. The recent commercial success of GLP-1s in diabetes and obesity and their potential in further disease areas fuelled excitement around the metabolic space. Expectations were also positive in neurology following the launch of Leqembi for Alzheimer’s disease in 2023, while the multiple opportunities to improve cancer treatment kept oncology top of the pile overall.
AN2 Looks To Shift Gears On Phase III Epetraborole Trial On Potentially Lackluster Results
The company said it was pausing enrollment in the Phase III segment of its Phase II/III trial because of efficacy in MAC lung disease.
Gilead Still Sees Strong Demand Despite Weaker HIV Product Sales
The drug maker said channel mix was behind a year-over-year decline in HIV product sales, while competition and capacity constraints weighed on cell therapy sales growth.
Stock Watch: Vaccines, Oncology Frame Q4 Contrasts Between Pfizer And GSK
While attempting to move beyond post-pandemic unfavorable revenue comparisons, other unfavorable comparisons emerged at Pfizer.
Watch Out GSK! China’s Homegrown Shingles Vaccine Set To Soar
Although the domestic developer did not provide sales figures for 2023, a new homegrown shingles vaccine in China is poised to eat into the market share of GSK’s Shingrix in the country.
Basilea Snaps Up Another Antibiotics Program As Pipeline Swells
The company has bagged a preclinical program from struggling Swiss biotech Spexis for $2.3m upfront, its fourth deal in as many months.
Can AstraZeneca Sustain Sector-Beating Growth? Its Buying Spree Could Help
AstraZeneca has maintained sector-beating growth for five years, but is looking to a new wave of bolt-on acquisitions and licensing deals to sustain that trajectory beyond 2030.
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