Friday, July 24, 2026

 

 

Why Teva Pharmaceutical Stock Is a Buy Despite Trump Tariff Threat

(7/23, Catherine Dunn, Barron's) ..."More broadly, we see the focus of the TEVA story increasingly shifting to its branded portfolio with the company's core assets growing nicely (led by Austedo) and with a range of pipeline updates coming this year," [J.P. Morgan analyst Chris Schott] wrote in a client note this month. "And with TEVA's top- and bottom-line growth improving in 2027+, we continue to see an attractive setup for shares," he added... Full

 

 

U.S. to See Higher Generic Drug Prices Thanks to Tariffs, CEO of Leading India Pharma Firm Warns

(7/24, Priyanka Salve, CNBC) ...U.S. President Donald Trump's proposed tariffs on generic drugs will increase the price of these medicines for patients in the country, Erez Israeli, the chief executive of Indian drugmaker Dr. Reddy's Laboratories, told CNBC's 'Inside India' on Thursday. Generic drugs are a low-margin business and "this kind of level of tariff cannot be absorbed" by the company, Israeli said, adding it will lead to prices increasing "in the magnitude of the tariff."... Full

 

Tariff India, and Half of America's Medicine Cabinet Could Disappear

(7/23, Kathleen Jaeger, Washington Examiner) ...If the U.S. were to make the wrong policy choice and move toward closing itself off from the global pharmacy, the result would not be safer medicine. Instead, it would mean fewer suppliers, deeper shortages, higher prices, and greater reliance on less transparent and unreliable sources such as China. Americans could end up paying more and getting less if trusted partners are sidelined... Full

 

Watch: GOP Senator Says Trump's Tariffs Could Mean Safer Drugs - For a Price

(7/24, Julie Rovner, Hannah Norman, KFF Health News) ...President Donald Trump's proposed tariffs on imported generic drugs could raise some prices for patients, a key GOP lawmaker on health issues said this week. But he said that's a potentially worthwhile trade-off to protect the nation's drug supply. "The national security might be something worth paying for," Sen. Bill Cassidy of Louisiana, chairman of the Senate Health, Education, Labor, and Pensions Committee, said July 22 in an exclusive interview with KFF Health News... Full

 

Merck CEO Cautions Congress on Imposing Limits on Chinese Dealmaking

(7/23, Zachary Brennan, Endpoints News) ...China-licensed molecules and partnerships with startups there have been booming in recent years. So far this year, Sanofi has reached two deals with Chinese drugmakers, and GSK and AstraZeneca have signed three each..."If those type of programs are captured because the regulations or rules are written too broadly, then we could unintentionally cut off an important source of innovation that ultimately benefits patients in the United States," [Merck CEO Rob Davis] told a group of reporters at PhRMA headquarters in Washington, DC, on Tuesday... Sub. Req'd

 

Senate Passes Long-Debated Bill To Stop Patent Thickets

(7/23, Gabrielle Wanneh, Inside Health Policy) ...The Senate voted unanimously Thursday (July 23) to pass the bipartisan Affordable Prescriptions for Patients Act, legislation that aims to stop so-called "patent thickets" by limiting the number of patents a drug company can assert on a single product. The Senate last passed the bill in 2024, and it went on to be included in a bipartisan health care deal Congress almost passed at the end of that year before it was ultimately left out of the skinnier final deal... Sub. Req'd

 

FDA to End Pilot Aimed at Preventing Production Issues

(7/23, Anna Brown, Endpoints News) ...But according to a strategy document released Thursday, participation has been below capacity. CDER, which reviews drugs, including new and generic drug applications, only had 13 requests to participate. CBER, which looks after biologic approvals, only had eight. This adds up to 21 participants, below the maximum of 27 drugmakers that the FDA expected... Sub. Req'd

 

FDA Panel Endorses Broader Use of Certain Peptides

(7/23, Ben Fidler, BioPharma DIVE) ...Advisers to the Food and Drug Administration have endorsed lifting restrictions that stop specialized compounding pharmacies from making certain peptides, heightening the chance that the agency could formally change its stance even as questions linger about their safety and effectiveness... Full

 

'Not Scientifically Supportable:' Inside FDA's Refusal to Face US Generic Drug Crisis

(7/23, Lisa Fletcher, Andrea Nejman, Nathan Aaron, WJLA) ...In a series of newly published web pages, the agency again insists generic drugs meet the same quality and safety standards as brand-name medicines - even as Congress prepares legislation built around the idea that that is simply not true... Full

 

What's Next For Prescription Drug Affordability Boards After Amgen v. Mizner?

(7/23, Andrew Twinamatsiko, Katie Keith, Health Affairs Forefront) ...[T]he court's short decision largely ignored the complexity of the prescription drug supply chain and devoted very little substantive analysis to Colorado's PDAB law. Instead, the court relied heavily on a 2007 decision from the Federal Circuit that found that a District of Columbia law on prescription drug price-gouging was preempted by federal patent law. As explained below, the court's reasoning seems to be inconsistent with existing doctrine over federal patent preemption and could be overturned or clarified by the Federal Circuit on appeal... Full

 

 

Underdiagnosed and Undertreated: Verena Ramirez Campos, MD, on Tardive Dyskinesia Care

(7/23, Verena Ramirez-Campos, MD, Psychiatric Times) ...Verena Ramirez Campos discussed the clinical significance of deutetrabenazine (Austedo) as a vesicular monoamine transporter 2 (VMAT2) inhibitor for tardive dyskinesia (TD), the ongoing gap between disease burden and treatment uptake, and Teva's real-world evidence research... Full

 

J&J's Bispecific Combo Slashes Myeloma Progression Risk by 89% in Phase 3 Trial

(7/23, Angus Liu, Fierce Pharma) ...The combination of J&J's Tecvayli and Talvey slashed the risk of disease progression or death by 89% compared to standard-of-care cocktails in second- to fifth-line multiple myeloma patients, according to results from the phase 3 MonumenTAL-6 trial... Full

 

Sanofi Abandons Plan to Seek Approval for Eczema Drug from $1.1B Kymab Buyout

(7/24, James Waldron, Fierce Biotech) ...Sanofi has abandoned plans to seek approval for amlitelimab in atopic dermatitis (AD), admitting that a drug once tipped as a potential blockbuster "would not represent a meaningful improvement" to existing treatments..."While the Estuary phase 3 long-term extension study showed long-term maintenance of clinical response without relapse in patients aged 12 years and older with moderate-to-severe AD and an emerging safety profile that builds on previous data, amlitelimab would not represent a meaningful improvement to the standard of care for patients with AD," Sanofi added... Full

 

AstraZeneca Wins EU Approval for Breast-Cancer Drug as U.S. Review Continues

(7/24, Adrià Calatayud, The Wall Street Journal) ...The U.K. drugmaker said Thursday that the medicine, known as camizestrant and marketed as Etcamah, was approved in the EU as part of a drug combination to treat adults with a type of advanced breast cancer. The EU nod follows earlier approvals in Japan, the United Arab Emirates and Saudi Arabia, it added... Sub. Req'd

 

 

Accord BioPharma Announces Commercial Availability of Denosumab Biosimilars OSVYRTI® (denosumab-desu) and JUBEREQ® (denosumab-desu)

(7/23, Accord BioPharma) ...Accord BioPharma...today announced the launch of two denosumab biosimilars-OSVYRTI® (denosumab-desu) and JUBEREQ® (denosumab-desu)-expanding access to more affordable therapies for patients. OSVYRTI and JUBEREQ are FDA-approved as interchangeable biosimilars to Prolia® and XGEVA®, respectively, and represent Accord BioPharma's first products developed and manufactured end to end, by its parent entity... Full

 

Celltrion Applies for European Approval of Cosentyx Biosimilar CT-P55

(7/24, Hong Da-yeong, The Chosun Daily) ...Celltrion announced on the 24th that it has applied to the European Medicines Agency for approval of CT-P55, a treatment for psoriasis. This is a biosimilar of Cosentyx, developed by Swiss pharmaceutical company Novartis... Full

 

Alvotech Says FDA Response Supports Pending Biosimilar Reviews

(7/24, Dean Rudge, Generics Bulletin) ...Alvotech has confirmed that it submitted a comprehensive response to the US Food and Drug Administration following the agency's May inspection of its Reykjavik manufacturing facility, while maintaining confidence in the site's operations and the review of its pending biosimilar applications...Alvotech did not provide further detail on the corrective actions outlined in its response or the FDA's subsequent feedback... Global Sub. Full

 

Samsung Bioepis Releases Third Quarter 2026 Biosimilar Market Report

(7/23, Samsung Bioepis) ...The report provides an overview of the market status of all biosimilars available in the US, including approval and launch status, pricing (both Average Sales Price, or ASP, and Wholesale Acquisition Cost, or WAC), and market uptake per molecule. The Deep Dive section in this edition examines the 340B Drug Pricing Program reform and its potential implications for the biosimilar market... Full

 

 

Lilly Announces More Next-Gen Obesity Drug Data, Plans Q1 2027 FDA Application

(7/23, Deena Beasley, Reuters) ...Lilly said an 80-week trial of adults with severe obesity and established heart disease showed average weight loss of 22.6% for the highest weekly dose of retatrutide. Analysts said the data reinforced retatrutide's best-in-class weight-loss potential, but was unlikely to move the stock significantly given high expectations... Full

 

Roche Sees Receding Biosimilar Impact, but Vabysmo Slump Returns

(7/23, Matthew Dennis, FirstWord Pharma) ...Vabysmo sales began to fall in the third quarter of 2025, a trend that continued into the final three months of last year. However, Roche suggested at the time that it expected a recovery for the drug in the US market in 2026, with Teresa Graham, CEO of the drugmaker's pharmaceuticals division, forecasting "a re-acceleration of growth."... Full

 

BeOne Jumps Aboard Onshoring Train with $300M to Add Small Molecule Production in US

(7/23, Fraiser Kansteiner, Fierce Pharma) ...The outlay at the Princeton West Innovation Campus in Hopewell helps lift the company's total U.S. production commitment to more than $1 billion and comes as the persistent threat of import tariffs and drug pricing reform by the Trump administration has sparked a wave of similar pharma investments since 2025. The upgrade to the facility is expected to create 120 new manufacturing jobs once complete... Full

 

Organon Shareholders Approve Merger With Sun Pharma

(7/24, P B Jayakumar, Fortune India) ...Sun Pharmaceutical Industries on Friday announced that the stockholders of Organon & Co. have approved the proposals in connection with the previously announced merger transaction under which Organon is expected to become a wholly owned subsidiary of Sun Pharmaceutical Holdings USA, Inc., an indirect wholly owned subsidiary of Sun Pharma... Full

 

Bluesight and Pfizer Global Hospital & Biosimilars Partner to Provide Source-Tagged RFID Medications to Hospital Pharmacies

(7/24, Pharmabiz.com) ...Bluesight, the leader in hospital intelligence solutions, announced a partnership with Pfizer Global Hospital & Biosimilars to integrate SmartDose RFID-enabled medications with the KitCheck inventory management platform. Through the partnership, hospitals using KitCheck can procure SmartDose medications already tagged, encoded, and pre-associated at the point of manufacture... Full

 

Popular Insulin Product Enters Shortage as Other Pens Leave Market

(7/23, Isabella Cueto, STAT+) ...The Lantus Solostar pen containing 3 milliliters of insulin glargine has been running low for several weeks because of increased demand "driven by broader market dynamics," a Sanofi spokesperson told STAT. The issue is not technically considered a shortage by the Food and Drug Administration, but patients are nonetheless having trouble finding the medication. "Our priority is ensuring patients have access to their medications," the spokesperson said. "This is a temporary situation that we anticipate will improve over the coming weeks."... Sub. Req'd

 

 

European Commission Gives Guarded Welcome to New Trump Tariffs

(7/24, Reuters) ..."The EU notes positively the fact that this outcome is in line with the U.S. tariff commitments agreed under the EU-US Joint Statement," a European Commission spokesperson said, adding it provided "positive momentum" to continue the work on exploring further tariff exemptions and deepening cooperation. The spokesperson said the EU expected Washington to continue abiding by the terms of the deal struck at U.S. President Donald Trump's Turnberry golf resort in Scotland last July... Full

 

Belgium Calls for EU Response to Trump's Higher Tariffs on Generic Medicines

(7/23, The Brussels Times) ..."Anyone who erects barriers risks higher costs and a less secure supply for patients here and elsewhere," he warned on social media. "Europe must respond to this with a united front, and protect both innovation and an open and secure supply, in the interests of everyone."... Full

 

Spain Looks To Conditional Reimbursement And Dynamic Pricing

(7/23, Francesca Bruce, Pink Sheet) ...Spain is planning to introduce conditional reimbursement in certain circumstances for innovative medicines in a bid to ensure such products reach patients more quickly, despite doubts about the treatment's effectiveness in real-life settings... Global Sub. Full

 

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