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Buying vaccine biotech Dynavax was an easy choice for Sanofi despite antivaccine moves by the Trump administration.

At a J.P. Morgan media event Tuesday, the Gilead C-suite seemed to be walking on air as they highlighted Yeztugo’s capture of the HIV market and its plans for business development.

Three years after the accelerated approval of its anti-amyloid Alzheimer’s therapy, Biogen—neck and neck in the market with Eli Lilly and its Kisunla offering—is focused on a near-term FDA decision for a subcutaneous induction dose of Leqembi, a presymptomatic readout in 2028 and a clutch of next-generation candidates.

An inconsistent boom-and-bust cycle funding environment for early-stage biotech innovations and burdensome regulation threaten the U.S.’s half-century-long dominance in the biotech sector.

After a period of diversification, Novo Nordisk is returning to its roots by focusing on the 2 billion people with diabetes, obesity or overweight.

BMO analysts say Eli Lilly is well-positioned to maintain its lead in the ballooning weight loss space, predicting “strengthening leadership in obesity and beyond” as portfolios expand and patient access improves.

Biopharma companies—including AstraZeneca, BioNTech and Agios—peered farther into the future on the second day of JPM, setting both revenue and R&D targets through the end of the decade.

AstraZeneca is relying on several upcoming products to help hit its target of $80 billion in revenue by 2030, including drugs for hypertension, breast cancer and generalized myasthenia gravis, all of which are currently under FDA review.

A more detailed review of data by the FDA showed that GLP-1 drugs do not increase the risk of suicidal ideation or behavior.

Follow along as BioSpace tracks job cuts and restructuring initiatives.

AbbVie and Novartis strike billion-dollar pacts while attendees at the J.P. Morgan Healthcare Conference await that one big M&A deal and Merck teases limitless buying capacity; Eli Lilly readies for potential orforglipron launch while Novo Nordisk laments compounders; the IPO window cracks open; and the FDA concludes that GLP-1s do not pose a suicide risk.

Speaking to BioSpace at the J.P. Morgan Healthcare Conference, Novartis’ chief dealmaker Ronny Gal explains why the Swiss pharma hasn’t acquired a GLP-1, and why it probably won’t.

● CANDID-CNS™ is the new state-of-the-art AI model for BBB penetration: it achieves 87% AUPRC on bRo5 small molecules compared to 56% by Pfizer’s CNS MPO. ● CANDID-CNS™ distinguishes CNS penetrant stereoisomers at 68% compared to 50% by Pfizer’s CNS MPO. ● Published in the Journal of Chemical Information and Modeling, CANDID-CNS™ presents a breakthrough in AI Drug Discovery by unlocking the potential of bRo5 and stereochemistry to significantly expand the chemical space of small molecules that can be developed into CNS therapeutics.

Event to Take Place December 11th at 4:30 P.M. ET

Enterololin uses a novel mechanism of action to attack the infection. New treatment has potential use in Crohn’s Disease. License is under existing Research and Collaboration Agreement with McMaster.

Oral MDL-001 Demonstrated Equivalence to Remdesivir and Sofosbuvir in Head-to-Head Animal Model Studies Performed at The Icahn School of Medicine at Mount Sinai and Scripps Research, and Superiority to Nirmatrelvir in a Literature Comparison of Equivalent Animal Models. The Potential First-in-Category, Direct-Acting, Broad-Spectrum Antiviral Targets A Novel Conserved Site on The Viral Polymerase Across Six Viral Families.