Commercial Pulse
Teva's three CNS brands grow 33%
Austedo, Ajovy and Uzedy made about $1.1bn in Q3 while group revenue fell 2%. Outlook raised for all three, and a long-acting olanzapine is about to launch.
Read the full story →Clinical Readouts
J&J's Icotyde pill hits in psoriatic arthritis
58% reached ACR20 at week 16 against 41% on placebo in ICONIC-PsA 1, and 57% had clear or almost clear skin. Already approved in plaque psoriasis.
Read the full story →Sanofi stops Nurix's oral STAT6 degrader
SAR448272 is out after three months in Phase 1, on nonclinical findings. Nurix shares fell more than 40%, but analysts don't read it across to the STAT6 class.
Read the full story →Deals & BD
AbbVie licenses Nxera's shelved IBD drug
$100M upfront, up to $1.47bn in total, for an oral gut-restricted EP4 agonist that works on the intestinal lining, not the immune system.
Read the full story →Evommune in-licenses a VAV1 degrader from China
$30M upfront and up to about $1.1bn in milestones to Hinova for EVO570, after Evommune's lead oral drug failed in urticaria and eczema. RA Phase 2 planned for 2027.
Read the full story →Novartis exits BioArctic's brain-shuttle deal
A review of early research priorities, not safety or efficacy, says Novartis. BioArctic keeps the $30M upfront and its other BrainTransporter partners.
Read the full story →Talent Insight
Oral immunology is where the hiring is heading
- Oral I&I is crowded: IL-23, STAT6, VAV1, EP4. People who have launched an oral immunology drug against injectables are a scarce profile, and getting scarcer.
- Teva will soon have two long-acting injectables in schizophrenia. Expect demand for psychiatry KAMs, market access and MSLs with LAI launch experience.
- For 2027 plans: In-licensing from China puts cross-border CMC and regulatory leads at a premium. Line them up before the deal closes, not after.
Building a team in Therapeutics?
Harry Aaronson specialises in Therapeutics hiring at QP Group. Talk to Harry about the market, salaries or a search.
