Wednesday, January 28, 2026

Teva Pharmaceutical Profit, Revenue Rise in Fourth Quarter

(1/28, Steven Scheer, Reuters) ...Teva Pharmaceutical Industries reported on Wednesday a higher-than-expected rise in fourth-quarter profit, boosted by sales of its branded drugs as well as a milestone payment to begin a late stage study to treat ulcerative colitis and Crohn's disease... Sub. Req’d

Teva Pharmaceuticals Swings to 4Q Profit on Name-Brand Products Revenue

(1/28, Elias Schisgall, Dow Jones Newswires) ...U.S. revenue was boosted by $500 million in development milestone payments connected with the launch of phase 3 studies for duvakitug, Teva said... Full

Teva's 2026 Forecast Disappoints Despite Strong Finish to 2025

(1/28, Sophie Shulman, CTech) ...Sales of Teva's flagship drug Austedo rose 34% to $2.24 billion for the year, once again exceeding the company's own expectations. Other key drugs also recorded strong growth: Ajovy, used to treat migraines, increased annual revenue by 30% to $673 million, while Uzedy also posted rapid gains... Full

Teva Slumps as 2026 Revenue Outlook Falls Short of Expectations

(1/28, Jessica Nix, Bloomberg) ...The drugmaker sees sales this year between $16.4 billion to $16.8 billion, it said in a statement, short of the average analyst estimate of $16.85 billion... Sub. Req’d

Teva Pharmaceutical Turns To Profit In Q4, Announces FY26 Outlook

(1/28, RTT News) ...Looking ahead, the company sees full year 2026 revenue outlook of $16.4 - $16.8 billion and adjusted earnings of $2.57 - $2.77 per share... Full

Teva Reports Q4 Non-GAAP EPS 96c, Consensus 64c

(1/28, The Fly) ...Richard Francis, Teva's President and CEO, said: "In 2025, our Pivot to Growth strategy drove Teva's third year of consecutive growth, solidifying our transformation into a leading biopharmaceutical company. Our key innovative brands led our growth, reaching $1B in revenues in the fourth quarter of 2025 for the first time, and becoming a true engine of sustainable growth. Throughout the year, our teams executed with discipline across the business, driving momentum in innovative medicines, scaling our global generics and biosimilars portfolio, and further optimizing our operations and capital allocation. We also continue to make progress on our deleveraging, in line with our 2027 targets."... Sub. Req’d

Teva Sees FY26 Adjusted EPS $2.57-$2.77, Consensus $2.77

(1/28, The Fly) ...Francis continued: "Looking ahead, 2026 will be a milestone-rich year with multiple late-stage pipeline readouts across immunology and neurology; the anticipated FDA approval of olanzapine LAI, and important data expected for duvakitug, our anti-TL1A, and for our anti-IL-15 programs. Together, these pipeline assets represent a potential of over $10B reinforcing our confidence in Teva's ability to deliver durable, innovation-driven growth, creating real value for patients and shareholders alike."... Sub. Req’d

Teva 'Continues to Execute' on Pillars of 'Pivot to Growth' Strategy

(1/28, The Fly) ...The company said, "...Focusing our business - We are actively transforming and modernizing our business through Teva Transformation programs."... Full

Actor Will Forte Shares Family Story in Teva Awareness Campaign

(1/27, Marisa Wexler, MS, Huntington's Disease News) ...[Will] Forte has signed on as an ambassador for Teva's Honestly HD campaign, sharing his family's story with Huntington's in hopes of offering resources and connection to people in the HD community. "Any meaningful step forward in Huntington's disease has to start with a clear understanding of what life with this disease really looks like, which is why we focus first on listening to people living with HD," Heather DeMyers, Teva's vice president of U.S. innovative medicines marketing, said in an email to Huntington's Disease News... Full

Teva Taps 'SNL' Alum Will Forte to Join Huntington's Disease Awareness Push

(1/27, Andrea Park, Fierce Pharma) ...With the new partnership, the "Honestly HD" site now features images and a video of Forte with his brother-in-law, Doug Modling, discussing their family's experiences with Huntington's. Modling, whose sister is married to Forte, was diagnosed with the neurological disorder in 2022, following his late father's own diagnosis... Full

Actor Will Forte Details Brother-in-Law's Huntington's Disease in Teva Campaign

(1/27, MM&M) ...Heather DeMyers, VP of U.S. innovative medicines marketing at Teva, said these stories are designed to inspire, educate and foster hope within the HD community rather than promote a specific product. Additionally, the Honestly HD website is designed to serve as a central hub for patients, caregivers and those at-risk of inheriting the genetic disorder... Full

Medicare Picks Botox and Trulicity for Latest Round of Negotiations

(1/27, Nathaniel Weixel and Joseph Choi, The Hill) ...This latest round of negotiations will mark the first time that not only Medicare Part D covered drugs will be negotiated, but also drugs payable under Medicare Part B... Full

Trump Administration Rolls Out 15 More High-Profile Drugs for IRA Price Negotiations

(1/27, Eric Sagonowsky, Fierce Pharma) ...Meds up for first-time Medicare price negotiations this year include GSK's inhaler Anoro Ellipta, Gilead's HIV blockbuster Bitkarvy, AbbVie's Botox and Botox Cosmetic brands, Takeda's inflammatory bowel disease drug Entyvio and Johnson & Johnson prostate cancer medicine Erleada...Eli Lilly's diabetes drug Trulicity and its breast cancer treatment Verzenio are also due up for first-time negotiations...Also for the first time, the government will renegotiate a drug's price under the IRA system, tagging Boehringer Ingelheim's diabetes med Tradjenta for renegotiations... Full

PhRMA Statement on IPAY 2028 Selected Drug List

(1/27, PhRMA) ..."The IRA continues to show why government price setting is the wrong approach for Americans. Since the law took effect, seniors have faced higher costs, fewer choices and more barriers to care, while insurers and PBMs—who ultimately decide what patients pay—continue to operate with limited oversight."... Full

Medicare Price Controls on Biologic Drugs Discourage Lower Cost Competition

(1/27, Kirsten Axelsen, RealClear Health) ...By setting the prices of biologic drugs, the federal government is limiting market competition. This isn't a new lesson; there are multiple examples, from housing to food and gasoline, where federal price controls lead to shortages, as low prices create demand but no willing supplier. Avoiding drugs where there is a pipeline of established biosimilar competition not only saves the bureaucratic cost of price setting, but it also preserves the market and encourages competition... Full

HHS Clears Path for Lower-Cost Prescription Drugs Through Direct-to-Consumer Programs

(1/27, The U.S. Department of Health and Human Services) ..."Americans pay too much for prescription drugs because middlemen profit from a system patients can't see," said HHS Secretary Robert F. Kennedy, Jr. "This guidance makes clear that manufacturers can offer lower-cost drugs directly to patients without kickbacks or taxpayer billing. The Trump administration is putting patients first by increasing transparency, lowering costs, and expanding access through TrumpRx."... Full

Oz To Brief Senate GOP On Trump's MFN Plan, Industry Lobbies Against Codification

(1/27, Maaisha Osman, Inside Health Policy) ...CMS Administrator Mehmet Oz will brief Senate Republicans Wednesday (Jan. 28) on President Donald Trump's call for Congress to codify his "most favored nation" drug-pricing policies, sources tell Inside Health Policy, as industry groups intensify lobbying against the legislation, which the president recently floated as part of his broader health care plan. A top lobbyist says most GOP lawmakers are not supportive of Congress codifying what the Trump administration up to now has sought to enforce through voluntary agreements with drug makers... Sub. Req'd

Trump Looks To 'Work Something Out' After Korea Tariff Threat

(1/27, Ian Haydock, Pink Sheet) ...Donald Trump had expressed dissatisfaction in a Jan. 26 Truth Social post that Korea had not done its part to approve and enact a bilateral trade agreement with the US reached last July, stating it was not living up to the deal and that he was "hereby increasing South Korean TARIFFS," including on pharma, "from 15% to 25%."... Global Sub. Full

Congress Is Poised to Bring Big Changes to PBMs

(1/28, Peter Sullivan, Axios) ...A bipartisan health care deal attached to the six-bill government funding package in the Senate would "delink" PBM compensation from the price of a drug in Medicare Part D and pay the companies flat fees instead... Full

Milestone Approvals, Evolving PBM Models May Redefine 2026 Biosimilar Landscape

(1/27, Skylar Jeremias, The Center for Biosimilars) ...Oncology, ophthalmology, and pegfilgrastim biosimilars were categorized as fast-uptake products, achieving an average market share of 81% within 5 years of launch. In contrast, sectors such as immunology, filgrastim, and insulin glargine saw much slower adoption, averaging only a 25% market share in the same timeframe... Full

US FDA's Yim On The Future For Biosimilars In 2026

(1/27, Dave Wallace, Pink Sheet) ..."We really expect a big bump in interest toward biosimilars" with "people coming in with proposals for more and more biologics that maybe, up until this point, didn't have a lot of interest," [Sarah Yim, director of the US Food and Drug Administration's Office of Therapeutic Biologics and Biosimilars] said. "So that's our hope for 2026."... Sub. Req'd

FDA Official Offers Tips on Leveraging AI in Drug Manufacturing

(1/27, Joanne S. Eglovitch, Regulatory Focus) ...[Tina Kiang, director of the Division of Regulations and Guidance in the US Food and Drug Administration,] emphasized that AI can be applied throughout the entire drug product lifecycle, though it must be used in accordance with applicable regulations. AI has applications in drug discovery, nonclinical development, clinical development, manufacturing, regulatory submissions, and in postmarket surveillance... Full

OIG Sets Rules For DTC Drug Sales To Medicare, Medicaid Patients

(1/27, Maaisha Osman, Inside Health Policy) ...In a Special Advisory Bulletin released Tuesday (Jan. 27), HHS OIG said manufacturers face a "low risk" of anti-kickback liability when they sell prescription drugs directly to cash-paying patients with federal health coverage -- including Medicare and Medicaid enrollees -- as long as strict conditions are met and no federal health care program is billed for the drugs... Sub. Req'd

Sixth Circuit Rejects Moving Drug Price Fight to State Court

(1/27, Lauren Clason, Bloomberg Law) ...In an opinion authored by Sutton posted Tuesday, the judges agreed the PBMs were acting under federal officers in their work and thus the case belongs in federal court. The case was remanded back to the US District Court for the Southern District of Ohio for future proceedings... Sub. Req'd

Prescription Drug Affordability Board Legislation Advanced Out of Senate Commerce and Labor

(1/27, Brandon Jarvis, Virginia Scope) ...The Affordable Medicine Act, which aims to lower prescription drug costs and improve health care affordability in Virginia, advanced out of the Senate Commerce and Labor Committee on Monday. Its central feature is the creation of a Prescription Drug Affordability Board with authority to set upper payment limits on high-cost medications. The bill builds on state policies and the federal Inflation Reduction Act... Full

Florida House Committee Passes Bill That Seeks to Lower Prescription Drug Prices

(1/27, News4Jax) ...The bill would take a series of steps, including instituting what is described as a "most-favored-nation" system on drug prices. That would involve analyzing drug prices in certain other countries and using those prices to set limits on what Florida patients could pay... Full

Johnson & Johnson Gets FDA Approval for Blood Cancer Treatment

(1/27, Kelly Cloonan, Dow Jones Newswires) ...The healthcare conglomerate said Tuesday the treatment, darzalex faspro in combination with bortezomib, lenalidomide and dexamethasone, was approved for adult patients with newly diagnosed multiple myeloma who are ineligible for autologous stem cell transplant... Full

Dong-A ST Gains Canada Nod for Stelara Biosimilar Imuldosa

(1/28, Park Su-hyeon, Chosun Biz) ...Dong-A ST said on the 28th that the autoimmune disease treatment "IMULDOSA" (ingredient name ustekinumab) obtained marketing authorization from Health Canada. IMULDOSA is a biosimilar of Janssen's "Stelara."... Full

Servier Delivers 16% Revenue Jump, Firming up €10b Ambition by 2030

(1/27, Angus Liu, Fierce Pharma) ...As oncology continues to serve as Servier's main growth engine, the company, in its Jan. 27 press release, also highlighted an ambition to establish a "leading neurology franchise by developing a robust pipeline in rare neurological diseases modeled on its oncology strategy."... Full

Lilly Pens $1.1b Pact with German Biotech to Work on Gene Editing Med for Hearing Loss

(1/28, James Waldron, Fierce Biotech) ...This morning's deal with Seamless centers on using the German biotech's recombinase platform to create treatments for hearing loss. Seamless is tasked with designing and programming site-specific recombinases to correct specific gene mutations, with Lilly securing an exclusive license to advance the resulting therapies through preclinical development and beyond... Full

[JPM 2026] Samjin Outlines Shift From Generics to New Drug R&D

(1/28, Hong Sook, Korea Biomedical Review) ...At the J.P. Morgan Healthcare Conference (JPM) 2026, Samjin Pharmaceutical outlined its transition to an R&D-focused business structure on the global stage, highlighting its immunology and inflammation pipeline, next-generation ADC platform, and AI-driven drug discovery strategy. The presentation underscored the company's shift from a generic-focused manufacturer to a full-scale innovative drug developer... Full

Exclusive-Novo's Wegovy and Ozempic US Advertising Spend Doubles Rival Eli Lilly, Data Shows

(1/28, Reuters) ...The data from advertising tracking firm MediaRadar, which has not been previously reported, shows Novo spent an estimated $316 million advertising its weight-loss drug Wegovy in the U.S. and $169 million on diabetes medication Ozempic from January through September last year. That's up 54% and 44%, respectively from the same period in 2024... Full

Cipla Tackles Lanreotide Supply Woes, Solidifies India Diabetes Position

(1/27, Anju Ghangurde, Generics Bulletin) ...Cipla's North America business reported revenues of $167m in Q3 FY26 (versus $233m in Q2 FY26), with generic (g)Revlimid (lenalidomide) making a "small contribution" during the third quarter. The company's albuterol continues to hold the top rank in the overall US albuterol metered dose inhaler market with a 22% share, as per IQVIA data for the week ended Dec. 26, 2025... Global Sub. Full

For UnitedHealth's Optum, It's ‘Back To Basics' With Smaller Footprint

(1/28, Bruce Japsen, Forbes) ..."We are focusing on markets where we have strong presence and the complementary wrap-around services to succeed in our integrated, value-based care approach," Optum chief executive officer Dr. Patrick Conway told analysts and investors on a call Tuesday morning to discuss the company's fourth quarter and full-year 2025 earnings. "We provide these services under an aligned incentive structure that improves outcomes, reduces costs, and improves patient satisfaction. Practices operating in this environment are driving down total cost of care by up to 30%, with patient satisfaction NPS near 90."... Full

Industry Wants More Streamlining Following Recent EU Reforms

(1/27, Ferdous Al-Faruque, Regulatory Focus) ...Amanda Matthews, head of regulatory affairs for combination products and medical devices at Pfizer UK, said there is more that could be done to reduce regulatory burdens for medical manufacturers. On a positive note, she said the industry welcomed the harmonized definitions adopted by the proposed legislations and aligned with global market requirements. She emphasized that the proposed legislations should be developed to work well with each other, especially as technological advancements blur the lines between drugs, devices, and diagnostics... Full

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