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12 January, 2026
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1. Novo Nordisk CEO says pharma can learn from telehealth companies selling compounded drugs
2. Nvidia-partnered startup reveals AI-generated enzymes for precise gene insertion
3. FDA lifts partial hold on Merck, Daiichi's trial for B7-H3 antibody-drug conjugate
4. FDA shares ‘more flexible approach’ to overseeing cell and gene therapy manufacturing
5. At FDA's request, Pfizer helps ease shortage of potential autism drug leucovorin
6. Pretzel Therapeutics buys Rome and its ‘dark genome’ work
7. Moderna CEO says deals team is reviewing 'a number of opportunities'
8. Novartis, SciNeuro to work together on preclinical amyloid-targeting drug for Alzheimer’s
9. Atara's cell therapy is again rejected by FDA, cites agency reversing position on single-arm study
10. Lilly and Nvidia sign five-year deal worth as much $1B, will open Bay Area AI lab
11. AbbVie jumps into PD-1xVEGF bispecifics race, paying $650M upfront to China's RemeGen
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Alexis Kramer
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Be sure to check out our live blog from day 1 of the JP Morgan Healthcare Conference. We’ll be blogging again tomorrow too, so stay tuned for more from our team on the ground in San Francisco.

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Alexis Kramer
Editor, Endpoints News
Novo Nordisk CEO Mike Doustdar speaks at Endpoints' JPM26 event (Brian Benton Photography)
1
by Ngai Yeung

Phar­ma has much to learn from the sur­pris­ing boom of tele­health sales of obe­si­ty drugs, No­vo Nordisk's CEO Mike Doust­dar said at the End­points at #JPM26 event on the side­lines of the an­nu­al JP Mor­gan Health­care Con­fer­ence on Mon­day.

Sales of obe­si­ty drugs have ex­plod­ed over the past few years. Many tele­health com­pa­nies be­gan sell­ing com­pound­ed ver­sions of the drugs for a cheap­er price, es­pe­cial­ly while obe­si­ty med­ica­tions were in short­age. In re­sponse to con­sumer in­ter­est in cash prices for the GLP-1 med­ica­tions, phar­ma­ceu­ti­cal com­pa­nies launched plat­forms to sell their own med­ica­tions di­rect­ly to cus­tomers both on­line and through tra­di­tion­al phar­ma­cies.

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2
by Ryan Cross

Sci­en­tists at Base­camp Re­search say they have used “evo­lu­tion­ary AI mod­els,” de­vel­oped with help from chip­mak­er Nvidia, to cre­ate a pow­er­ful new gene edit­ing tool that can in­sert a new healthy gene in front of an old bro­ken one.

The start­up is fo­cused on en­zymes known as large ser­ine re­com­bi­nas­es, which are vi­ral en­zymes that in­sert genes in­to bac­te­r­i­al genomes. Get­ting them to work on hu­man DNA has been in­cred­i­bly dif­fi­cult. But us­ing its AI mod­els, Base­camp gen­er­at­ed be­spoke en­zymes that tar­get­ed 10 hu­man genes re­spon­si­ble for dis­eases in­clud­ing Duchenne mus­cu­lar dy­s­tro­phy and he­mo­phil­ia B.

Those ex­per­i­ments, re­vealed Mon­day in an on­line preprint, were large­ly done in test tubes. The com­pa­ny has al­so used the ap­proach to make CAR-T cells. But if the new edit­ing ap­proach works in peo­ple, it could be the long-sought so­lu­tion for in­sert­ing large pieces of DNA at pre­cise spots in the genome.

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3
by Max Gelman

The FDA on Mon­day lift­ed a par­tial clin­i­cal hold on a Phase 3 lung can­cer study run by Mer­ck and Dai­ichi Sankyo.

Reg­u­la­tors had placed the hold just last month af­ter see­ing a “high­er than an­tic­i­pat­ed in­ci­dence” of deaths from in­ter­sti­tial lung dis­ease. To rec­ti­fy things, Mer­ck and Dai­ichi Sankyo took a num­ber of steps — up­dat­ing their tri­al’s ex­clu­sion cri­te­ria, more fre­quent­ly re­view­ing un­blind­ed datasets, and up­dat­ing in­ves­ti­ga­tor train­ing, a Dai­ichi spokesper­son told End­points.

“Once train­ing is com­plete, en­roll­ment of new pa­tients in­to the tri­al will re­sume,” the spokesper­son said.

The study in ques­tion, IDeate-Lung02, is ex­am­in­ing a pro­gram known as ifi­natam­ab derux­te­can, or I-DXd, in re­lapsed small cell lung can­cer. I-DXd is a B7-H3 an­ti­body-drug con­ju­gate that’s part of Mer­ck and Dai­ichi’s $4 bil­lion deal, which was signed in 2023.

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