Tuesday, July 28, 2026

 

 

Teva Pharma (TEVA) PT Raised to $44 at Piper Sandler

(7/28, StreetInsider.com) ...Piper Sandler analyst David Amsellem raised the price target on Teva Pharma (NYSE: TEVA) to $44.00 (from $42.00) while maintaining a Overweight rating... Sub. Req'd

 

Teva Pharma (TEVA) PT Raised to $44 at Piper Sandler

(7/28, StreetInsider.com) ...Piper Sandler analyst David Amsellem raised the price target on Teva Pharma (NYSE: TEVA) to $44.00 (from $42.00) while maintaining a Overweight rating... Sub. Req'd

 

 

Trump's Generic Drug Tariffs Will Test His Pharma Strategy

(7/28, Maya Goldman, Axios) ...The policy could also lead to generic drug shortages, said Marta Wosinska, senior fellow at the Brookings Institution. Just getting U.S. facilities up and running could be a billion-dollar investment that companies can't make or don't feel is worth it... Full

 

Trump Is About to Crash Drug Prices — and Big Pharma Is Terrified

(7/27, Elbert Guillory, Washington Examiner) ...Less than a year ago, Pharmaceutical Research and Manufacturers of America (PhRMA) CEO Stephen Ubl stated PhRMA would be "answering Trump's call" to put America first in the healthcare ecosystem. However, as President Donald Trump continues to deliver lower prices on medications, PhRMA has not only avoided the call but undermined Trump's efforts to deliver for Americans...In short, PhRMA wants prices for Americans' medications to remain high, and wants to leverage the president's efforts to ensure foreign nations also pay more... Full

 

CSRxP Analysis: Big Pharma's Profit Margins Climb to 11 Times Greater than Other Sectors in Drug Supply Chain

(7/27, CSRxP) ..."Big Pharma is expanding an already staggering multiple on the scale of its profit margins compared to every other sector of the prescription drug supply chain," said CSRxP executive director Lauren Aronson. "While pointing a finger at everyone else for high drug prices, Big Pharma continues to bank blockbuster profits fueled by price hikes outpacing inflation, increasingly out-of-control launch prices on new products and an egregious anti-competitive playbook that blocks more affordable generics and biosimilars from the market."... Full

 

Pharma's Drug Spending Deflection

(7/27, Bob Herman, STAT+) ...Last week, Will May, PhRMA's senior director of state public affairs, sent an email blast that said even though GLP-1 drugs for weight loss and other medications "are driving headlines," federal spending data "suggest the broader spending picture is far more complex." The email goes on to say how "hospitals and other medical services continue to account for a much larger share of overall health care spending than retail prescription medicines." The messaging is technically true — America spends more on hospitals and doctors than drugs (though the gap is likely smaller than we know)...But it's a distraction so you don't notice what PhRMA omits... Sub. Req'd

 

Researchers Find Similar Drug Development to Reimbursement Timelines for Major Markets

(7/27, Ferdous Al-Faruque, Regulatory Focus) ..."The findings of this study suggest that the overall median duration from clinical development until reimbursement of new drugs showed only minimal variation over time," said the researchers. "Given recent efforts to accelerate new drug approvals, future research should evaluate potentially modifiable factors that increase clinical development durations... Full

 

New Cancer Clinical Trial Guidances Continue US FDA Push For Expanded Eligibility

(7/27, Derrick Gingery, Pink Sheet) ...The three final guidances released July 27 are aimed at cancer clinical trials, but the agency said the recommendations could impact drug development in other diseases. The documents cover laboratory values, performance status and washout periods and concomitant medications used as eligibility criteria... Global Sub. Full

 

Vaccines Are Safe. A Worrisome Portion Of Our Generic Drugs Are Not

(7/27, Arthur L. Kellermann, Forbes) ...A worrisome minority of FDA-approved manufacturers are shipping substandard or unsafe products to the U.S. Independent testing of finished drugs, sharing quality scores with the public and signing "green" manufacturers to long-term contracts would swiftly realign market forces to improve patient safety and produce better outcomes... Full

 

PBMs Lose Challenge to California Fiduciary Duties Law

(7/27, Lauren Clason, Bloomberg Law) ...The Pharmaceutical Care Management Association sued California Attorney General Rob Bonta in the US District Court for the Central District of California in January, arguing that California's law SB 41 interferes with self-funded health plans that are federally regulated under the Employee Retirement Income Security Act... Full

 

Judge Keeps Block on North Dakota Pharmacy Law During Appeal

(7/27, Ganny Belloni, Bloomberg Law) ...The US District Court for the District of North Dakota on Monday denied the state's motion to stay a judgment that found North Dakota's HB 1473, which imposes criminal penalties on drugmakers that apply restrictions on how pharmacies can acquire federally discounted drugs, was preempted by federal law... Full

 

 

Argenx Acquires Forte for $2.2B to Get Hands on Phase 2-Stage Vitiligo Drug

(7/28, James Waldron, Angus Liu, Fierce Biotech) ...In an interview with Fierce, argenx CEO Karen Massey described CD122 as "a very elegant target with both IL-15 and IL-2 blocking, while also retaining the ability for T regulatory cells to proliferate," calling that "a real differentiator." The molecule arrives at argenx at the right time, Massey explained. After the asset has been "clinically de-risked" with those two phase 1b studies, argenx can "apply our know-how and our playbook around indication selection [and] indication sequencing, about our product presentation playbook and developing subcutaneous" formulation to maximize the value of the asset, she said... Full

 

First-in-Class Drug for ADHD Wins FDA Approval

(7/27, Kristen Monaco, MedPage Today) ...The FDA approved oral centanafadine (Simtriyo), a first-in-class triple reuptake inhibitor for attention deficit-hyperactivity disorder (ADHD), Otsuka announced late last week... Sub. Req'd

 

MapLight Shares Sink on Mixed Phase 2 Schizophrenia Readout

(7/27, Darren Incorvaia, Fierce Biotech) ...The Zephyr trial enrolled 307 patients who were experiencing acute episodes of worsened psychosis and treated them with different doses of an M1/M4 muscarinic agonist called ML-007C-MA. Those given a twice-daily dose of 210/3 mg saw significant reductions in disease severity, hitting the primary endpoint, but those given a once-daily dose of 330/6 mg did not, MapLight announced today... Full

 

 

The Eyes Have It! FDA Finally Approves Outlook's Ophthalmic Bevacizumab

(7/27, Dave Wallace, Generics Bulletin) ...It's the end of a long road for Outlook Therapeutics, after the US [FDA] finally approved its Lytenava (bevacizumab-vikg) for the treatment of retinal diseases. The product represents the first FDA-approved ophthalmic formulation of bevacizumab for the treatment of neovascular age-related macular degeneration - wet AMD - in the US, after years of Genentech's Avastin and its biosimilars being used off-label for ophthalmic diseases... Global Sub. Full

 

Dr Reddy's Semaglutide Woes Ripple Through Partners, CEO Vows Comeback

(7/27, Anju Ghangurde, Generics Bulletin) ...The ripple effects of the supply glitch at Dr Reddy's, though, are likely to be felt more widely without a timely resolution. The CEO indicated that the company had "tens of partners" globally since it was selling both "B-to-C" [business-to-consumer], implying that the firm was selling to partners that are retailers, as well as making supplies to other companies "that are using our product"... Global Sub. Full

 

Nearly Four Years Late. But Perhaps Arriving at the Perfect Time

(7/28, Ekta Batra, CNBC TV18) ...After years of delays, homegrown pharma major Cipla Ltd has finally won US Food and Drug Administration (USFDA) approval for its generic version of the respiratory drug Advair—once one of the most anticipated launches in its US portfolio... Full

 

Accord's Late Launch Still Raises Stakes In Denosumab Battle

(7/28, Dean Rudge, Generics Bulletin) ...Accord BioPharma has launched Osvyrti and Jubereq, its interchangeable US biosimilars to Amgen's Prolia and Xgeva respectively, expanding the increasingly crowded field for denosumab products – albeit more than nine months after the firm was legally permitted to enter the market... Global Sub. Full

 

The Generics Bulletin Top 50, Part Two: Fresh Data Shakes Up Mid-Table Players

(7/28, Dave Wallace, Generics Bulletin) ...In the second part of this year's Generics Bulletin Top 50, we see Apotex join our rankings for the first time, after the company released detailed financial data as part of its recent IPO... Global Sub. Full

 

Are Biosimilar Patient Copay Assistance Programs Lacking?

(7/27, Stanton Mehr, Biosimilars Review & Report) ...The newly published edition of the Samsung Bioepis Biosimilar Market Report indicates that with few exceptions, biosimilar competition has driven average sales prices (ASPs) on the medical side by more than 60% for products available for at least three years. This ranges from epoetin alfa at -37% to rituximab at –81%. On the pharmacy benefit side, adalimumab wholesale acquisition costs are down more than 80% for most product offerings relative to the original cost of Humira... Full

 

 

AstraZeneca Looks to Restore Confidence Following Recent Pipeline Setbacks

(7/27, Matthew Dennis, FirstWord PHARMA) ...Commenting on the results, Shore Capital analyst Sean Conroy said "the balance between revenue growth and earnings progression is now less favourable than in prior years, given the increasing levels of R&D investment needed in order for it to grow beyond 2030." AstraZeneca also reiterated its outlook for the current year of a mid-to-high, single-digit percentage increase in revenue, with core earnings per share growing by a low-double-digit percentage... Full

 

AstraZeneca Has No Plans to Ramp up Dealmaking in Wake of Wainua failure

(7/27, Tristan Manalac, BioSpace) ...The recent surprise stumble of the antisense therapy Wainua in a late-stage ATTR-cardiomyopathy study doesn't seem to have shaken AstraZeneca..."It doesn't really impact our M&A strategy," CFO Aradhana Sarin told reporters during a press call early Monday morning to present the company's second quarter earnings report. "This is one setback amongst a whole slew of several positive studies." CEO Pascal Soriot agreed, noting that while the failure is unfortunate, "it happens, and it's included in our risk adjustment." Pointing to the pharma's expansive pipeline, Soriot added that AstraZeneca doesn't "need M&A to deliver."... Full

 

GSK Invests £400m to Relocate Research Headquarters to Cambridge

(7/28, Alex Ralph, The Times) ...The FTSE 100 company, one of Britain's two big pharma companies, will acquire a new 300,000 sq ft site on the Cambridge Biomedical Campus, a life sciences industry hub, as part of plans to accelerate its R&D medicines pipeline... Full

 

Medincell Continues to Strengthen and Renew Its Board of Directors with the Proposed Appointment of Dr. Elisabeth Svanberg

(7/28, Medincell) ...Medincell (Euronext Paris: MEDCL) today announced that its Board of Directors will propose the appointment of Dr. Elisabeth Svanberg as an independent director at the Company's Annual General Meeting on September 30, 2026... Full

 

The Patent Cliff Is Looming and CDMOs Need to Be Prepared, Fujifilm CEO Says

(7/27, Anna Brown, Endpoints News) ...As drugmakers prepare for the looming biopharma patent cliff, 2026 has so far been a year for dealmaking. Now, contract manufacturers need to broaden their services to keep up, Fujifilm Biotechnologies CEO Lars Petersen told Endpoints News. "We are in a very, very big shift," Petersen said. "We will see medicine shift to many different modalities, meaning flexibility, agility and being ready to shift your capacity to different modalities becoming more and more important."... Sub. Req'd

 

Experts Discover Link Between Severe Brain Fog and Terrifying Huntington's Disease That's 'A Mixture of Dementia and Motor Neurone Disease'

(7/28, Ciaran Foreman, Daily Mail) ...They identified 26 genetic changes linked to fibromyalgia, many of which were found in brain and nervous system function. The strongest signal, however, was found within the huntingtin (HTT) gene – the same gene that causes Huntington's disease when faulty. Authors of the study – published in Nature Medicine – say their findings change 'how we think about fibromyalgia at a fundamental level'... Sub. Req'd

 

 

Brexit Mutual Recognition Loss Still Raises Costs For UK Generics Manufacturers, Conference Hears

(7/28, Anabel Costa-Ferreira, Generics Bulletin) ...From a regulatory perspective, exiting the EU most notably led to the loss of mutual recognition between the UK's Medicines and Healthcare products Regulatory Agency (MHRA) and the European Medicines Agency (EMA), essentially doubling the work for a release process which inevitably raises associated costs and time...In its second year running, the Medicines UK conference continued to draw on Brexit as an ongoing operational challenge, which despite extensive industry warnings appears to have lacked market protection... Global Sub. Full

 

Trump's Tariffs Are Targeting Indian Drugmakers. Americans Could Soon Pay More for Generic Medicines, CEO Warns

(7/27, Matias Civita, International Business Times) ...Erez Israeli, CEO of Dr. Reddy's Laboratories, told CNBC's Inside India that President Donald Trump's proposed tariffs on imported generic medicines would inevitably translate into higher prices for patients in the United States because manufacturers operate on razor-thin profit margins. "Generic drugs are a low-margin business," Israeli said, adding that tariffs at the levels proposed by the administration "cannot be absorbed" by companies and would instead lead to price increases "in the magnitude of the tariff."... Full

 

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