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Roche’s breast can­cer pill cuts post-surgery dis­ease re­cur­rence risk by 30% Read in browser
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1. In a first, FDA approves a gene therapy from a nonprofit
2. Roche’s breast cancer pill cuts post-surgery disease recurrence risk by 30%
3.
news briefing
J&J joins 'menin party' at ASH; GSK to work with Oxford BioTherapeutics
4. Exclusive: AI unicorn Formation Bio licenses a TYK2 drug from China
5. D3 Bio raises $108M to take next-gen KRAS G12C drug into Phase 3
6. BlossomHill gets another $84M for macrocyclic approach to EGFR
7. Roivant spinout PsiThera gets $47.5M for oral I&I drugs
8. UK lowers new medicine rebate scheme to 14.5% for 2026
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Drew Armstrong
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Yesterday, Kyle LaHucik wrote about a huge round of follow-on stock offerings by biotech companies that were announced at the start of the week. Those offers have been priced, and as we wrote, investors can't get enough. We'll have more later today on the huge demand and what it tells us about the market.

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Drew Armstrong
Executive Editor, Endpoints News
@ArmstrongDrew
1
by Lei Lei Wu

The FDA on Tues­day ap­proved a gene ther­a­py for a rare im­mune dis­ease called Wiskott-Aldrich syn­drome, for which pa­tients have lit­tle op­tions be­sides a bone mar­row trans­plant.

The gene ther­a­py will be mar­ket­ed as Waskyra, and was de­vel­oped by Fon­dazione Telethon, an Ital­ian char­i­ty fo­cused on rare dis­ease re­search. It marks the first ap­proved cell and gene ther­a­py from a non­prof­it ap­pli­cant, ac­cord­ing to FDA.

The gene ther­a­py was pre­vi­ous­ly li­censed by Or­chard Ther­a­peu­tics, which stopped work on the treat­ment in 2022 in an ef­fort to save cash amid lay­offs. It’s one of the many gene ther­a­pies aban­doned by in­dus­try even with promis­ing clin­i­cal da­ta be­cause they may not be prof­itable.

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2
by Elizabeth Cairns

Pa­tients who were giv­en Roche’s ex­per­i­men­tal breast can­cer pill di­rect­ly af­ter hav­ing surgery were 30% less like­ly to have in­va­sive dis­ease re­cur­rence than those who were giv­en stan­dard of care, ac­cord­ing to in­ter­im da­ta pre­sent­ed Wednes­day.

The da­ta should al­low Roche to seek ap­proval of its drug in the ad­ju­vant set­ting, set­ting it up to be­come the first in its class to be ap­proved for post­sur­gi­cal use. But the re­sults are al­so im­por­tant as a cur­tain-rais­er for the read­out of an­oth­er tri­al of the drug, the hot­ly-await­ed per­se­vERA.

The lid­ERA study test­ed giredestrant, a se­lec­tive es­tro­gen re­cep­tor de­grad­er or SERD, in more than 4,000 pa­tients with ear­ly-stage, es­tro­gen re­cep­tor-pos­i­tive, HER2-neg­a­tive breast can­cer. Half the sub­jects were giv­en Roche’s drug and the oth­ers re­ceived their doc­tor’s choice of one of four hor­mone ther­a­pies. They took the med­i­cine for a me­di­an of around two years and eight months.

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News Briefing: Quick hits from the biopharma web
3
by ENDPOINTS

Plus, news about Sanofi, InduPro Ther­a­peu­tics, De­nali and Bio­cy­to­gen:

📊 John­son & John­son's menin in­hibitor da­ta at #ASH25: Ku­ra and Syn­dax weren’t the on­ly com­pa­nies to present menin in­hibitor com­bi­na­tions in first-line acute myeloid leukemia. J&J said its ex­per­i­men­tal drug blexi­menib elicit­ed high re­sponse rates when giv­en in com­bi­na­tion with in­ten­sive chemother­a­py. Of 24 evalu­able pa­tients in the Phase 1b study, about 80% achieved a com­plete re­sponse with ei­ther full or par­tial hema­to­log­ic re­cov­ery. As ri­vals in the menin space eye ear­ly use of their treat­ments, Jef­feries an­a­lysts wrote that “the abil­i­ty to com­bine safe­ly, min­i­mize mon­i­tor­ing bur­den, and sup­port long-term ad­min­is­tra­tion will like­ly dri­ve mar­ket lead­er­ship in the menin par­ty.” — Nicole De­Feud­is

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Benjamine Liu, Formation Bio CEO
4
by Andrew Dunn

Since Take­da paid bil­lions for Nim­bus Ther­a­peu­tic­s' pro­gram i