Shots:
Eli Lilly has entered into a definitive agreement to acquire Centessa Pharmaceuticals incl. its asset cleminorexton & ORX142, expanding Lilly's neuroscience portfolio & capabilities into sleep medicine
As per the deal, Lilly will acquire all issued & to-be-issued share capital of Centessa (incl. ADSs) for $38/share in cash (~$6.3B upfront), plus a non-transferable CVR of…
NEWS
Shots:
Blackstone has closed Blackstone Life Sciences VI (BXLS VI) at its hard cap of $6.3B of total capital commitments, making it ~40% larger than its predecessor vehicle
Blackstone launched BXLS platform in 2018, with ~$15B in assets under management as of Q4’25 & invests across the lifecycle of drugs and medtech, with an ~86%…
Shots:
Recordati has received a non-binding indication of interest from CVC Capital Partners for a voluntary tender offer to acquire all outstanding shares & delist the company, subject to due diligence, financing, & partner identification
Recordati expanded into rare diseases with its 2021 acquisition of EUSA Pharma for ~$845M, strengthening its rare cancer portfolio
The…
Shots:
Trial assessed enlicitide (QD, PO) vs non-statin therapies (PO) added to background statins in adults with hypercholesterolemia & ASCVD risk or history, meeting its 1EP with a 64.6% LDL-C reduction at 8wks. & reductions of 56.7% vs bempedoic acid, 36% vs ezetimibe, & 28.1% vs their combination
Trial also showed 8wk. reductions in ApoB…
Shots:
The US FDA has approved Ponlimsi, a biosimilar version of Prolia (denosumab), for all indications of the reference product
Approval was based on extensive clinical data, incl. analytical & clinical studies, which showed comparable efficacy, safety, & immunogenicity of Ponlimsi to the reference product
Additionally, Teva’s biosimilar of Xolair (omalizumab) was accepted for review…
Shots:
BMS has reported the 28wk. P-III (SCOUT-HCM) trial data assessing Camzyos (mavacamten) vs PBO in 44 pts (12 to <18yrs.) with symptomatic oHCM & NYHA class II-III symptoms, with plans to present 56wk. data in a future conference
Trial met its 1EP, showing reductions in Valsalva LVOT gradient at Wk. 28, supported by more pts…
Shots:
The FDA has granted 510(k) clearance to an AI-enabled PH algorithm, a software-as-a-medical-device designed to detect early signs of PH, cleared for use with standard 12-lead ECGs
The PH algorithm detects subtle early PH patterns in standard 12-lead ECGs & integrates with EHR & ECG management systems, plus it operates entirely within the health…
Shots:
The CHMP has recommended Zepzelca + Tecentriq as a 1L therapy for adults with ES-SCLC whose disease remains stable after initial treatment with Tecentriq, carboplatin, & etoposide
Opinion was based on P-III (IMforte) trial results, showing Zepzelca + Tecentriq reduced risk of progression or death by 46% & death risk by 27% vs Tecentriq…
Shots:
The 2 P-III (Latitude PsO 3001 & PsO 3002) trials assessed zasocitinib in 693 & 1108 adults with mod. to sev. PsO, with plans for NDA submission to FDA & other authorities starting Takeda’s FY’26
PsO 3001 showed 71.4% achieved sPGA 0/1 vs PBO (10.7%) & apremilast (32.1%), with 39.9% reaching sPGA…
Shots:
The CHMP has recommended Joenja for the treatment of pts (≥12yrs.) with APDS syndrome, with EC decision expected in Q2’26, which, if positive, would be valid across all 30 EEA member states
Opinion was based on P-II/III trial of Joenja vs PBO in 31 APDS pts (≥12 years), showing significant improvement in immune dysregulation…

