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17 February, 2026 |
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FDA chief Marty Makary will speak later today at the second annual PhRMA Forum in DC. We’ll be curious to see if he says anything about Moderna’s flu shot and his agency’s decision not to review it. |
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Alexis Kramer |
Editor, Endpoints News
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by Nicole DeFeudis
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A federal judge has rejected some of Moderna’s defenses in the vaccine maker's long-running patent dispute with Arbutus. The Tuesday decision marks an
incremental win for Arbutus, which claims that Moderna’s Covid-19 vaccine uses its patented lipid nanoparticle (LNP) technology. Moderna asserted defenses to try to invalidate the patents, but District Judge Joshua Wolson sided with Arbutus on some of the claims. “Not every defense presents a triable issue,” he said in a summary judgment ruling. A Moderna spokesperson didn't immediately respond to a request for comment. Wolson said that because Moderna has already mounted some of its defenses in proceedings before the US Patent and Trademark Office’s review board, “it cannot do so again in this case.” He also said that Moderna lacked evidence to support its claim that Arbutus’ invention was derived from another person. | |
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by Elizabeth Cairns
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Ocular Therapeutix’ investigational drug could become the preferred therapy for wet age-related macular degeneration after data released Tuesday showed statistical superiority to Regeneron and Bayer’s current bestseller Eylea. However, the data from the trial appear to
have disappointed, and the company’s stock OCUL was down about 22% at market open. If Ocular's drug, known as Axpaxli or OTX-TKI, is approved by the FDA, payers should be willing to fund use of the drug without the need for patients to take and fail on Eylea or one of its cheap biosimilars first, the company contends. “This is the first drug ever to have the potential to get a superiority label versus an anti-VEGF. That is remarkable. That is historic,” Ocular CEO Pravin Dugel told Endpoints News. | |
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by Max Gelman
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The rejection of Disc Medicine’s rare disease treatment marks the first negative outcome of the FDA's controversial voucher program and suggests drugs that are selected won't be guaranteed an approval. Disc's bitopertin was an early test case of the Commissioner's National Priority Voucher (CNPV) program, a pilot that
aims to significantly shorten the typical 10- to 12-month review times. The FDA said in a complete response letter from Friday that it had questions about the biomarker intended to be used for accelerated approval. Analysts viewed the rejection as a surprise, particularly since Disc was one of the first companies to get the voucher. | |
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by Lei Lei Wu, Kyle LaHucik
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Boehringer Ingelheim stopped development of an inhaled cystic fibrosis gene therapy that was in early-stage clinical trials. The German pharma company told Endpoints News that it decided to terminate a study of the gene therapy and stop work on the experimental treatment, known as BI 3720931, “as the clinical data does
not support further investigation.” Boehringer stopped the study after enrolling just five patients, according to a federal clinical trials database. The trial started last year as part of a collaboration between Boehringer, the UK Respiratory Gene Therapy Consortium, and Oxford Biomedica. The study was expected to enroll 36 patients with cystic fibrosis who are not eligible for CFTR modulator treatments, which are the go-to therapies for the disease but don’t work for
roughly 15% of them. | |
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by Elizabeth Cairns
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The second pivotal trial of Compass Pathways’ psilocybin formulation for treatment-resistant depression has succeeded, the company said Tuesday, a result that could help the drug gain approval next year. The first approval trial of the pill, which is known as COMP360, hit its primary endpoint in June, although by a margin slimmer than Compass had hoped. At that point the company nearly halved in value. This new study has reversed Compass’ fortunes to some extent: Its shares CMPS rose more than 35% in midmorning trading. The study, called COMP006, had an unusual design. Unlike the first pivotal trial, which compared COMP360 with placebo, the
second pitted different doses against each other. Roughly half the patients in the trial took two 25 mg doses of the drug three weeks apart. A quarter of the trial’s subjects received two doses of 10 mg, and another quarter two doses of 1 mg. | |
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