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Spotlight On Tariffs
Interviews
Focus On Asia
Lupin CEO On Trump’s Most Favored Nation Policy, Tariffs, Firm’s Five-Year Plan
Lupin CEO Vinita Gupta speaks on Trump’s Most Favored Nation Policy, the Inflation Reduction Act’s “pill penalty” and other developments in the US, a major market for the company, as she and MD Nilesh Gupta outline a five-year plan focused on complex generics and technology platforms
Data Analysis
R&D
Shares are hit as German conglomerate lowers revenue forecast.
The Danish firm's atopic dermatitis drug is holding its own despite strong competition from Sanofi/Regeneron’s Dupixent.
Vyepti revenues rise by nearly 70% in the first quarter.
CEO Paul Stoffels exits early to be succeeded by Henry Gosebruch, who will now consider ‘all options’ for the Belgian firm as it tries to claw back investor confidence.
Business
Both high-profile failures and small investments that are yielding success so far characterize the dealmaking in MASH over the past 15 years or so.
BioMarin’s chief business officer James Sabry told Scrip that Inozyme’s enzyme replacement therapy INZ-701 aligns with the company’s existing portfolio and its areas of dealmaking focus.
A federal court jury found Amgen liable for violating antitrust laws in allegedly preventing Praluent from competing against Repatha.
Company surprises investors with Jørgensen's exit but insists its strategy will not change.
Scrip Originals
Recent moves in the industry include changes at the top at Akamis Bio, Innospera Pharma & Ispen, plus Astellas Korea appoints an ex-Novartis Korea executive.
Public Company Edition: With fewer follow-on offerings, drug developers are pursuing other options. Axsome accessed up to $570m in debt, Evolus obtained $250m in a new credit facility and Abeona raised $155m from a PRV sale, but Apimeds was able to execute a small $13.5m IPO.
Novo Nordisk enjoyed a surprise GLP-1 agonist contracting win in the first quarter of 2025. This provided a welcome boost to its stock after it had spent the previous quarter on the back foot against rival Lilly.
Recent moves in the industry include C-suite changes at Scholar Rock and Augustine Therapeutics, plus Contineum Therapeutics acquires chief medical officer from Gilead Sciences.