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top stories
1. FDA adcomm votes against GSK’s Blenrep in multiple myeloma
2. Bristol Myers, Pfizer launch direct-to-consumer Eliquis discount after discussions with White House
3. Three takeaways from US senators’ report on pharma-telehealth relationships
4. Pharma exports from Ireland climb again as Trump's drug tariffs inch closer
5. FDA hits Daewoo Pharma with warning letter over potentially poisonous contaminants
6. Novartis ups income guidance, initiates $10B share buyback
7. UK government pledges “billions of pounds” for new research center in Essex
8. Q&A with International AIDS Society leader on HIV funding, eradicating AIDS and more
9. BioNTech's strategy chief, who led deals to reshape company, will leave in September
10. Massive proteomics study reveals new clues about Alzheimer’s and rekindles old ones
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Alexis Kramer
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An FDA advisory panel voted against GSK’s multiple myeloma drug Blenrep, putting a damper on the company’s plans to relaunch it in the US market. Stay tuned, as the FDA is slated to make a decision by next week.

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Alexis Kramer
Editor, Endpoints News
1
by Zachary Brennan

The FDA’s On­co­log­ic Drugs Ad­vi­so­ry Com­mit­tee on Thurs­day vot­ed 5-3 against the over­all ben­e­fit-risk of GSK’s Blenrep as a sec­ond-line mul­ti­ple myelo­ma treat­ment in com­bi­na­tion with borte­zomib and dex­am­etha­sone. The com­mit­tee al­so vot­ed 7-1 against — with the pa­tient rep­re­sen­ta­tive as the on­ly vote in fa­vor — the over­all ben­e­fit-risk of Blenrep in com­bi­na­tion with po­ma­lido­mide and dex­am­etha­sone.

FDA of­fi­cials raised con­cerns at the meet­ing and in brief­ing doc­u­ments about eye-re­lat­ed tox­i­c­i­ties, find­ing a safe and ef­fec­tive dose of Blenrep and how it var­ied be­tween pa­tients, as well as lim­it­ed en­roll­ment of Amer­i­cans, old­er adults and Black or African Amer­i­cans in Blenrep's de­vel­op­ment pro­gram.

ODAC Chair Neil Vasan vot­ed against both Blenrep com­bi­na­tions, ex­plain­ing the ef­fi­ca­cy da­ta were "strong," but the dosage is­sues "swayed the de­ci­sion." He said he thought GSK missed an op­por­tu­ni­ty to iden­ti­fy the cor­rect dose.

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2
by Max Gelman

Bris­tol My­ers Squibb and Pfiz­er have an­nounced a di­rect-to-con­sumer of­fer­ing for their megablock­buster blood thin­ner Eliquis, mark­ing a vol­un­tary ef­fort to low­er drug prices amid the threat of Pres­i­dent Don­ald Trump’s “most fa­vored na­tion” plan.

Start­ing this Sep­tem­ber, the com­pa­nies will of­fer Eliquis at a 40% dis­count for unin­sured or un­der­in­sured pa­tients, which amounts to $346 for a 30-day sup­ply. Bris­tol My­ers and Pfiz­er said they will ship the drug di­rect­ly to pa­tients.

The drug’s list price is $606 for that month-long pe­ri­od. Eliquis’ world­wide sales to­taled more than $13.3 bil­lion last year.

The com­pa­nies vol­un­tar­i­ly launched the pro­gram af­ter dis­cus­sions with the White House, ac­cord­ing to a per­son fa­mil­iar with the sit­u­a­tion. The in­di­vid­ual added they are con­tin­u­ing to talk with the Trump ad­min­is­tra­tion about boost­ing af­ford­abil­i­ty and trans­paren­cy and cut­ting out the mid­dle­man — the last part a like­ly ref­er­ence to phar­ma­cy ben­e­fit man­agers that have long drawn in­dus­try ire.

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3
by Shelby Livingston

Eli Lil­ly and Pfiz­er launched new ser­vices last year meant to give pa­tients eas­i­er ac­cess to clin­i­cians who can pre­scribe their drugs.

The di­rect-to-con­sumer sites, called Lil­ly­Di­rect and Pfiz­er­ForAll, quick­ly at­tract­ed scruti­ny from law­mak­ers who ques­tioned whether the phar­ma­ceu­ti­cal gi­ants’ re­la­tion­ships with tele­health star­tups in­flu­enced doc­tors to pre­scribe cer­tain treat­ments and led to in­ap­pro­pri­ate pre­scrib­ing.

A re­port out Thurs­day from a group of US sen­a­tors sheds light on those re­la­tion­ships, in­clud­ing some of the first de­tails on the pay­ments passed be­tween the phar­ma and tele­health com­pa­nies. The re­port is based on a nine-month in­ves­ti­ga­tion by Sens. Dick Durbin (D-IL), Bernie Sanders (I-VT), Eliz­a­beth War­ren (D-MA) and Pe­ter Welch (D-VT).

"At best, these re­la­tion­ships raise ques­tions about con­flicts of in­ter­est. At worst, they cre­ate the po­ten­tial for in­ap­pro­pri­ate pre­scrib­ing that can un­nec­es­sar­i­ly in­crease spend­ing for fed­er­al health care pro­grams,” the re­port found.

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4
by Anna Brown

New da­ta from Ire­land’s Cen­tral Sta­tis­tics Of­fice sug­gest that phar­ma­ceu­ti­cal com­pa­nies are ex­port­ing more in­ven­to­ry to the US as the threat of drug tar­iffs per­sists.

Med­ical and phar­ma­ceu­ti­cal prod­uct ex­ports from Ire­land in­creased by 73.9% in May com­pared to the same month last year, reach­ing a to­tal of €13.7 bil­lion ($15.9 bil­lion), ac­cord­ing to trade da­ta pub­lished Thurs­day morn­ing.

Ex­ports to the US from Ire­land in­creased by around 86.5% com­pared to May 2024, ac­cord­ing to the da­ta.

The mass ex­o­dus of phar­ma prod­ucts from Ire­land re­flects an in­crease com­pared to the month pri­or, which reached a to­tal of €10.9 bil­lion ($12.6 bil­lion). Phar­ma ex­ports had re­turned large­ly to nor­mal in April af­ter a pre­vi­ous surge in March.

Pres­i­dent Don­ald Trump has hint­ed that phar­ma-spe­cif­ic tar­iffs could be ar­riv­ing as soon as “the end of the month.”