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Thursday
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19 February, 2026 |
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In a bid to prevent shortages, Eli Lilly has been stockpiling its obesity pill ahead of its potential approval in the US. These pills are likely to fly off the shelves, as seen with Novo Nordisk's own oral drugs. Read more below. |
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Anna Brown |
Biopharma Breaking News Reporter, Endpoints News
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by Jared Whitlock
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The Pentagon on Friday briefly added WuXi AppTec to a list of companies that aid the Chinese military before withdrawing the filing with no explanation. If the list is reposted as is, the designation would heighten scrutiny of the biotech supplier and make it a target of the recently passed Biosecure Act that restricts federal contracts with biopharma suppliers that are deemed foreign adversaries. Biosecure defers to the Pentagon's 1260H list of Chinese military companies. The ultimate decision may have far-reaching consequences. The Shanghai-based company started out decades ago offering only lab services before expanding into drug discovery, development and manufacturing.
WuXi AppTec controls a large share of the contract research market and has said it works with the 20 largest pharmaceuticals. | |
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by Anna Brown
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Eli Lilly is continuing to stockpile its obesity pill orforglipron months ahead of its expected US launch. In a Thursday SEC filing, the drugmaker said it has $1.5 billion in
“pre-launch inventories” as of Dec. 31, “primarily related” to orforglipron. Last February, Lilly said it had already stockpiled $548 million worth of the oral GLP-1 candidate, ready to be distributed as soon as the drug gains regulatory approval. Orforglipron is expected to be approved by the FDA in April. The Indianapolis-based company is readying its supply while rival Novo Nordisk has an early lead in the oral GLP-1 space. Novo launched its Wegovy pill last month, with prescription rates quickly ramping up. Novo said this week that it plans to expand a factory in Ireland to make its drug. | |
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by Max Gelman
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Ultragenyx announced Thursday afternoon that the FDA would not take up its recent gene therapy application. Additionally, it will lay off about 10% of its employees as part of a restructuring, following a bumpy 2025. Ultragenyx received an “incomplete response letter” on Thursday, saying US regulators wanted
“additional supportive documentation” regarding responses to its previous rejection for the gene therapy, known as UX111, last year. Ultragenyx’s treatment is designed for patients with Sanfilippo syndrome type A. During the company’s fourth-quarter earnings call, CEO Emil Kakkis said the agency typically receives this information “during an inspection, and we were prepared to do so, but we will now provide this supportive documentation as a part of our BLA resubmission.” | |
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by Nicole DeFeudis
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Johnson & Johnson said it will spend more than $1 billion to build a cell therapy manufacturing plant in Pennsylvania as part of its broader commitment unveiled last year to invest more than $55 billion in the US
through early 2029. A J&J spokesperson said Wednesday that construction is expected to begin later this year, with the site becoming fully operational in 2031. J&J and other large pharma companies have pledged to spend billions of dollars in the US amid President Donald Trump’s onshoring push. The new plant will expand J&J’s large
footprint in Pennsylvania, where it already has 10 facilities. The project is supported by a $41.5 million state investment and is expected to create more than 500 jobs over the next 12 years, Gov. Josh Shapiro said Wednesday. | |
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by Anna Brown
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Charles River Laboratories said demand for its services is building back up after nearly a year of uncertainty around tariffs and drug pricing. With “tariff stuff being sort of over, and whatever pricing situations between Washington and pharma companies, we think that's sort of passed them. So demand seems to be improving,”
Charles River CEO Jim Foster said Wednesday during the company’s 2025 earnings results. The service provider also named Glenn Coleman as CFO starting on April 6, after Flavia Pease stepped down from the role in
September. Kerry Dailey has been appointed chief legal officer, a newly-created role, and will start on March 30. Charles River’s stock CRL was down nearly 4% on Wednesday morning. | |
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by Alexis Kramer
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Eli Lilly is challenging a decision over how the FDA classified its experimental, next-gen obesity shot, in a case that could affect the ability of compounders to rival it. On Thursday, Lilly filed a notice to appeal a September district court decision that said the FDA didn’t violate the law when it decided to classify
retatrutide as a drug instead of a biologic. Lilly is bringing the case to the US Court of Appeals for the Seventh Circuit. |
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