|
|
|
|
|
|
|
Mon T W Th F |
|
27 April, 2026 |
|
|
|
|
|
|
|
|
|
|
|
|
The Endpoints News team is gearing up for a week of earnings coverage, with Novartis tomorrow; GSK, AstraZeneca and AbbVie on Wednesday; and Lilly and Merck on Thursday. Moderna finishes up the week on Friday. I'm looking out for some more color on what's going on with the Foundayo launch, and why prescriptions for the first two weeks are trending lower than expected. |
|
|
|
Lydia Ramsey Pflanzer |
Deputy Editor, Endpoints News
|
|
|
|
 |
|
Erasca headquarters in San Diego, CA (Shutterstock) |
|
|
|
by Max Bayer
|
Earlier this month, a new cancer drug captivated patients and investors. Now the lawyers get their turn. On Monday, the biotech Erasca said it had received a legal threat from Revolution Medicines' lawyers over its cancer drug ERAS-0015, which is being tested in solid tumors — and which will report
out highly anticipated data later on Monday. Revolution's drug daraxonrasib has shown exciting results in hard-to-treat pancreatic cancer. Both drugs target RAS, a pathway involved in cancer that has been notoriously difficult to attack. According to a securities filing from Erasca on Monday, Revolution is alleging that Erasca's drug is "substantially equivalent" to Revolution's drug, infringing on its patents, and that its trade secrets have been violated. Lawyers for Revolution also took issue with how Erasca has compared preclinical data for ERAS-0015 to daraxonrasib, according to the filing. | |
|
|
|
|
|
|
by Kyle LaHucik
|
Indian drug giant Sun Pharma has lined up an $11.75 billion acquisition of Organon, a women’s health and biosimilar maker spun out of Merck in 2021. The all-cash deal came in at $14 per share OGN and is slated to close early next year, the companies said Sunday evening. At nearly $12 billion, it marks the largest pharma M&A deal of 2026 so far and one of the biggest drugmaker transactions in recent years. The merger adds to the blistering pace of biopharma M&A over the past two quarters as drugmakers fill their pipelines. Sun Pharma gains access to a suite of branded products, generics and biosimilars. The move positions it as one of the top three companies in global women’s health, Sun Pharma said. It will also further push the company up the list of top global pharmaceutical makers by revenue. | |
|
|
|
|
|
|
by Kyle LaHucik
|
Eli Lilly keeps putting its GLP-1 windfall to use. On Monday, the anti-obesity drugmaker announced its latest deal to expand its pipeline of future drugs, saying it would spend as much as $2.3
billion on Ajax Therapeutics and its clinical-stage JAK2 work in blood cancer. Lilly and Ajax didn't disclose how much of that is in cash, and how much is in future results-based incentive payouts. The first test of that bet is likely to come later this year, when Ajax's lead drug, AJ1-11095, will report proof-of-concept data from a Phase 1 trial in the rare blood cancer known as myelofibrosis. | |
|
|
|
|
|
 |
|
|
|
by ENDPOINTS |
Thermo Fisher Scientific sells microbiology business: Astorg, a European private equity firm, will acquire the unit for $1.075 billion. Thermo Fisher’s microbiology
business is part of its specialty diagnostics segment, and focuses on antimicrobial susceptibility testing and other culture work for both pharma and food safety testing. Thermo Fisher expects the deal to close in the second half of this year. The announcement was light on details, with CEO Marc Casper saying the deal “provides additional capital we can deploy to create shareholder value.” The company has disclosed multiple rounds of layoffs this year, as it phases out a laboratory products factory in North Carolina and closes a chemical analysis manufacturing site in Massachusetts. — Nicole DeFeudis | |
|
|
|
 |
|
John Leonard, Intellia CEO |
|
|
|
by Lei Lei Wu, Ryan Cross
|
Intellia Therapeutics reported this morning on the Phase 3 success of a gene editing treatment for hereditary angioedema, a disease that causes unpredictable, disfiguring and potentially dangerous swelling attacks. The biotech aims to have its gene editing therapy — the first of its kind to reach this stage — on the market next year. Intellia CEO John Leonard spoke with Endpoints News ahead of the readout to talk about the findings, and what the milestone means for a gene editing industry that has fallen out of favor recently. The following interview has been edited substantially for length and clarity. Endpoints: Where were you when you got the news? Leonard: I was in a room at Intellia, and our general manager shared the re&s |
|
|