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1. Proposed FDA budget aligns Makary, Trump behind rivaling China biotech
2. PhRMA head Steve Ubl to step down, according to sources
3. Trump signs order to put 100% tariffs on drugs, countries without pharma trade deals
4. To counter China, FDA chief wants to speed process for approving new drug trials
5. White House adds AbbVie's Humira to TrumpRx alongside cheaper biosimilars
6. Updated: Lilly wins FDA approval of anti-obesity pill orforglipron, setting up new battle with Novo
7. ARPA-H selects three academic teams in $100M effort to repair and regrow ailing joints
Zachary Brennan
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The FDA's latest budget proposal features a bevy of congressional demands like expediting Phase 1 trials, upping the competition with China (read more from Max Bayer below), permanently reauthorizing the rare pediatric PRV program, and further incentivizing domestic manufacturing. The priorities echo what the administration is doing in the latest round of user fee renegotiations with industry, which could see some fees slashed in half for running US-based trials. PDUFA VIII will run from 2028 to 2032 — stay tuned for more on the negotiations, the minutes of which most recently said the FDA and industry were still trying to settle the eligibility criteria for the "America First fee incentive" at a future meeting.

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Zachary Brennan
Senior Editor, Endpoints News
@ZacharyBrennan
FDA Commissioner Marty Makary speaks alongside President Donald Trump in the Oval Office (Francis Chung/POLITICO via AP Images)
1
by Max Bayer

The White House threw its weight be­hind ef­forts to help US biotech com­pete with Chi­na, us­ing the ad­min­is­tra­tion's bud­get pro­pos­al to out­line FDA pol­i­cy changes to speed up tri­als, cut costs for com­pa­nies that do ex­per­i­men­tal work in the US, and ex­pe­dite reg­u­la­to­ry re­views.

One of the re­forms is a new clin­i­cal tri­al path­way that re­flects the quick­er process­es oth­er coun­tries have. The ex­pe­dit­ed path­way would be for some Phase 1 tri­als where there are enough ex­ist­ing pre­clin­i­cal da­ta to sat­is­fy reg­u­la­tors. The FDA specif­i­cal­ly ex­pects the path­way to help “small­er biotech­nol­o­gy firms,” say­ing that the US’ ex­ist­ing IND process has fu­eled growth in Chi­na and Aus­tralia.

“The goal of this new path­way is to ac­cel­er­ate the drug de­vel­op­ment time­line and en­cour­age US biotech­nol­o­gy in­vest­ment — in line with the Pres­i­dent’s ac­tions to on­shore the phar­ma­ceu­ti­cal in­dus­try,” ac­cord­ing to the bud­get re­quest.

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2
by Drew Armstrong

Steve Ubl, the head of the drug in­dus­try's pow­er­ful Wash­ing­ton, DC, lob­by­ing group PhRMA, plans to step down, End­points News has learned from sources fa­mil­iar with his plans.

Ubl's de­ci­sion comes ahead of a piv­otal US elec­tion this year that will de­cide con­trol of Con­gress. His con­tract runs through the end of the year, ac­cord­ing to two sources.

A rep­re­sen­ta­tive for PhRMA did­n't im­me­di­ate­ly re­spond to a re­quest for com­ment.

Max Bay­er con­tributed re­port­ing. This is a de­vel­op­ing sto­ry and will be up­dat­ed...

President Donald Trump (Photo by Andrew Leyden/NurPhoto via AP)
3
by Anna Brown

Pres­i­dent Don­ald Trump has signed an ex­ec­u­tive or­der con­firm­ing that drug prod­ucts that come from a sub­set of coun­tries and man­u­fac­tur­ers will face 100% tar­iffs with­in the next sev­er­al months.

Un­der the White House­'s tar­iff plan, man­u­fac­tur­ers with a "most fa­vored na­tion" (MFN) pric­ing deal and that are on­shoring ca­pac­i­ty to the US won't face the tar­iffs. Al­so ex­empt will be drugs from places that have struck deals with the US, in­clud­ing the UK, EU and South Ko­rea, ac­cord­ing to Thurs­day's an­nounce­ment.

The levies are be­ing is­sued un­der Sec­tion 232 of the Trade Ex­pan­sion Act, fol­low­ing an in­ves­ti­ga­tion by the De­part­ment of Com­merce that start­ed in April 2025. But the many ex­emp­tions in the or­der mean that on­ly a lim­it­ed set of prod­ucts will like­ly face tar­iffs in the end.

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4
by Max Bayer

The FDA plans to re­duce the amount of da­ta re­quired to start a new drug tri­al in the US, cut­ting out most parts that aren’t safe­ty-re­lat­ed, FDA Com­mis­sion­er Mar­ty Makary told re­porters on Wednes­day.

The goal is to sim­pli­fy and ex­pe­dite the process of ap­ply­ing for an in­ves­ti­ga­tion­al new drug (IND) ap­pli­ca­tion, said Makary, who is en­ter­ing his sec­ond year lead­ing the FDA un­der the Trump ad­min­is­tra­tion. It’s a goal sup­port­ed by drug de­vel­op­ers, who have framed these re­forms as es­sen­tial to com­pet­ing against Chi­na's speedy clin­i­cal tri­al process.

“We are go­ing to re­duce the re­quire­ments of the IND ap­pli­ca­tion, re­mov­ing parts of the ap­pli­ca­tion that are not im­por­tant for safe­ty,” Makary said on the call. Ca­reer sci­en­tists at the agency will de­cide what parts aren’t nec­es­sary or could be re­viewed lat­er in the ap­proval process, he said.

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5
by Zachary Brennan

The White House this week be­gan of­fer­ing a $950-per-month ver­sion of Ab­b­Vie's megablock­buster Hu­mi­ra on TrumpRx, even as the drug dis­count web­site al­so of­fers two Hu­mi­ra biosim­i­lars from Pfiz­er and Am­gen that both cost less than $300 per month.

It re­mains un­clear who would pur­chase brand-name Hu­mi­ra through TrumpRx. The cash-pay gov­ern­ment web­site does­n't ac­cept in­sur­ance, and those on Hu­mi­ra with cov­er­age can pay as lit­tle as $5. Those on Medicare have seen their out-of-pock­et ex­pens­es capped at $2,000 per year. Its in­clu­sion was part of Ab­b­Vie's "most fa­vored na­tion" deal with the White House in Jan­u­ary.

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David Ricks, Eli Lilly CEO (Jeenah Moon/Bloomberg via Getty Images)
6
by Elizabeth Cairns

Now Eli Lil­ly has an obe­si­ty pill, too.

On Wednes­day, the FDA ap­proved or­for­glipron, the agency an­nounced. It will be sold as Foun­dayo, and Lil­ly has pre­vi­ous­ly said it plans to sell a start­ing dose for $149 a month and high­er dos­es for up to $349 a month.

The ini­tial price ris­es to $349 for sub­se­quent dos­es if the pa­tient does not re­fill with­in a 45-day win­dow, a Lil­ly spokesper­son con­firmed to End­points News. If they do re­fill with­in that time, it would be a max­i­mum of $299 per month through the Foun­dayo self-pay pro­gram.