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25 March, 2026 |
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We're in a bit of an M&A boomlet, with Gilead and Merck both striking deals this week. It seems that there's always a little rush of deals two or three months after the JPM conference (even though many talks got started before then). Will we see more? |
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Drew Armstrong |
Executive Editor, Endpoints News
@ArmstrongDrew
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by Ryan Cross
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Beam Therapeutics has provided a much-awaited update on its therapy that uses a form of CRISPR called base editing to precisely fix a single genetic typo responsible for a rare genetic disease. On Wednesday, Beam said it has now treated 29 patients with alpha-1 antitrypsin deficiency (AATD), a condition caused by a broken enzyme, AAT, that is normally made in the liver and is vital for protecting the lungs. In patients who got the second-highest dose of Beam’s treatment, the corrected form of the enzyme made up 94% of the total enzyme circulating in their blood, and levels of the broken enzyme dropped by 84%. | |
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by Elizabeth Cairns
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Boehringer Ingelheim said it plans to keep up high levels of R&D spending, and could look at China-based companies for dealmaking, as key planks of its strategic approach this year, board chairman Shashank Deshpande said Wednesday. Deshpande was discussing the company's 2025 performance on a call with members of the media. Last year, the German biopharma’s human drug sales grew 7.4% on a constant currency basis to €22.7 billion ($26.3 billion), and the company expects a similar trend this year. “We expect to grow this year on a comparable basis, adjusted for currency and extraordinary effects,” said Deshpande, who also heads Boehringer’s human pharma business unit. | |
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Terrestrial Bio's executive team Livio Valenti (L), Lynda Tussey, Rachel Sha and Kathryn Kosuda |
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by Ryan Cross
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Fourteen years ago, a group of Harvard Business School students launched a startup called Vaxess Technologies with a goal to disrupt the vaccine industry by replacing needles with a simple skin patch. Getting the technology to work was never easy. And just as the startup was beginning to make progress, times got tough for vaccine developers. AstraZeneca, which
was evaluating how mRNA vaccines worked in the startup’s skin patches, quietly terminated its partnership last year. But Vaxess had another trick up its sleeve. The Boston-based company began work to see if it could use the patches — based on dissolving microneedles that slip beneath the surface of the skin — to deliver semaglutide, the GLP-1 agonist in Ozempic and
Wegovy. | |
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by Lei Lei Wu
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Sarepta Therapeutics reported promise in initial findings from clinical studies of two RNA muscle disease treatments, as the company maps out a future beyond its controversial Duchenne muscular dystrophy therapies. Sarepta is developing RNA treatments for two forms of muscular dystrophy:
facioscapulohumeral muscular dystrophy (FSHD) and myotonic dystrophy (DM1). Both programs stem from Sarepta’s partnership with Arrowhead Pharmaceuticals, which has become crucial for Sarepta’s pipeline of experimental treatments. On Wednesday, Sarepta reported drug concentration data with an initial dose. In both diseases, the results showed a
dose response, with higher levels of the drug in patients' blood with higher doses. The company also said that it saw far higher concentration of its treatments in the muscle compared to other RNA treatments under development, though cross-trial comparisons come with several caveats. | |
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