Daily Roundup | Novo Sues Lilly Over GLP-1 Ads: The Dose-Comparison Fight That Could Rewrite Obesity Marketing

Daily Roundup | Novo Sues Lilly Over GLP-1 Ads: The Dose-Comparison Fight That Could Rewrite Obesity Marketing

Novo Nordisk sued Eli Lilly in federal court over "deceptive" ads comparing high-dose Zepbound and Mounjaro to lower-dose Wegovy and Ozempic. Also: Gilead and Merck back the first weekly oral HIV pill (islatravir/lenacapavir) with 48-week Phase 3 data, Novartis beats Q2 on Kisqali and Pluvicto as pelacarsen looms, Agios scraps sickle cell drug tebapivat, Dimension closes an $800M AI-biotech fund, Bristol Myers builds an NVIDIA AI supercomputer, and Amgen settles a $74M investor suit. Visit us at thepharmacloseout.com.

Daily Roundup | Tempus AI Buys Personalis for $1.5B in MRD Cancer Push

Tempus AI is buying Personalis for $1.5 billion, betting on cancer monitoring before reimbursement catches up. Plus Samsung Biologics' $1.8B all-cash bid for Swiss peptide maker PolyPeptide and its GLP-1 push, Legend Biotech's record Carvykti sales against a falling stock, Jennifer Doudna's Scribe Therapeutics CRISPR IPO, GSK shelving a $2B cough drug, Bristol Myers Squibb's Nvidia AI supercomputer, Takeda's dengue vaccine nod in India, and Novartis Fabhalta in IgA nephropathy. Visit us at thepharmacloseout.com.

Week in Review | GSK Kills Camlipixant: The P2X3 Cough Bet Just Went to Zero

GSK wrote off most of a $2 billion bet as camlipixantbecomes the third P2X3 antagonist to fail in chronic cough. Plus Lilly's $2.8B AtaiBeckley deal and July's IPO wave, Novartis Fabhalta's full approval in IgAN, Celcuity's Revtorpyk, Merck's oral PCSK9 pill and sac-TMT lung-cancerdata, the Jasper–Kira merger, and the Sanofi Sarclisa FDA decision ahead. Visit us at thepharmacloseout.com.

Daily Roundup | GSK Kills Camlipixant: The $2B Bellus Bet Unravels

GSK shelved camlipixant after mixed Phase 3 data — the third P2X3 chronic cough drug to fail and a blow to its ~$2B Bellus Health deal. Plus Jasper Therapeutics' lifeline merger with Kira and a $132M raise, Novartis Fabhalta's full FDA approval in IgA nephropathy, Lilly's $2.8B AtaiBeckley psychedelics buyout, a Merck ADC lung cancer readout, and a Pfizer downgrade. Visit us at thepharmacloseout.com.

Daily Roundup | Merck's Sac-TMT Beats Chemo in Lung Cancer — Keytruda's Cliff Answer

Merck's sac-TMT beat chemotherapy in first-line PD-L1-negative lung cancer — the emerging answer to Keytruda's patent cliff. Plus: Europe approves Novo Nordisk's oral Wegovy ahead of Eli Lilly, Sanofi sues Pfizer and Moderna over mRNA patents, Bora and Insilico Medicine ink a $2.5B AI alliance, the FDA resumes publishing complete response letters, Q32 Bio surges on alopecia areata data, and Veradermics posts a Phase 2 win in female pattern hair loss. Visit us at thepharmacloseout.com.