BioSpace

🎙️ New on The Weekly: The obesity market and Most Favored Nation drug pricing were among the topics de jour at the J.P. Morgan Healthcare Conference last week, while smaller biotechs sought to assure investors that their regulatory ducks are in a row; Novo Nordisk’s oral obesity pill got off to a hot start while the FDA delayed a decision on Eli Lilly’s investigational offering; and SpyGlass Pharma and AgomAb Therapeutics join the 2026 IPO club. https://hubs.li/Q03_HSgF0 #theweekly #biospace

BioSpace has revealed its new 2026 Hotbed Maps, showcasing seven regional life sciences hot spots. https://hubs.li/Q03_t_Dw0

The companies have an expansive clinical program for the mRNA neoantigen therapy intismeran autogene in combination with immuno-oncology heavyweight Keytruda. https://hubs.li/Q03_tSdx0

The arrangement will boost AstraZeneca’s cell therapy portfolio as the pharma targets $80 billion in revenue by 2030. https://hubs.li/Q03_tZsQ0

The initiative could tackle the first-mover disadvantage some CDMOs believe deters early customers, but leaders at companies including Novo Nordisk see hurdles to implementing the changes. https://hubs.li/Q03_tXwr0

Biohaven has suffered a few setbacks in recent months, including an FDA rejection and a missed $150 million benchmark payment, but CEO Vlad Coric looked for the brighter side at JPM, specifically emphasizing a serendipitous discovery that could get the company in the obesity game. https://hubs.li/Q03_tSdm0

In November, Pfizer was reportedly looking to divest its stake in BioNTech, though the German biotech at the time denied these rumors. https://hubs.li/Q03_tY4H0

The star of the acquisition, anti-IgE antibody ozureprubart, is being tested as a prophylactic treatment for food allergies, potentially setting up a competition for GSK with Roche’s Xolair. https://hubs.li/Q03_tRpV0

🎙️ In this bonus podcast episode, BioSpace’s Vice President of Marketing ⁠Chantal Dresner⁠ and Careers Editor ⁠Angela Gabriel⁠ take a look at Q4 job market performance and what it signals for 2026. https://hubs.li/Q03_jcsm0

Henry Gosebruch, who has $3.5 billion in capital to deploy, is thinking broad as he steers the decades-old biotech out of years of turmoil.  https://hubs.li/Q03_jdT_0 Galapagos #jpm26