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top stories
1. FDA rejects Replimune cancer therapy, saying company didn't resolve trial doubts
2. Plan for remade CDC vaccine panel adds focus on vaccine safety, matching Kennedy’s push
3. Bayer pharma executive predicts US-Europe price spreads will narrow
4. Post-Hoc Live: Biopharma M&A is back
5. A ‘cure’ for five blood disease patients suggests Chinese genetic medicine can compete globally
6. Biotech VCs ramp up checks on new bets after years of focusing on existing portfolios
7.
peer review
Novo's double departures: As GLP-1 luminary retires, an obesity leader goes to Boehringer Ingelheim
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Drew Armstrong
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Are we seeing a major change in how we find out about FDA rejections? In a rarity, the agency published Replimune's CRL before the company issued its own statement. That's a reversal of longstanding practice, which has let companies share (and shape) bad news from the agency.

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Drew Armstrong
Executive Editor, Endpoints News
@ArmstrongDrew
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by Zachary Brennan

The FDA has once again re­ject­ed Replimune’s on­colyt­ic virus ther­a­py to treat ad­vanced melanoma.

The Mass­a­chu­setts-based drug­mak­er had been push­ing for a re­con­sid­er­a­tion by the agency since the ther­a­py was first re­ject­ed last Ju­ly. At the time, it ar­gued that the FDA's com­plete re­sponse let­ter came out of left field af­ter what it thought were pro­duc­tive dis­cus­sions with the agency.

The FDA's orig­i­nal re­jec­tion raised is­sues about the com­pa­ny's de­sign and en­roll­ment for its piv­otal tri­al. In a new re­jec­tion let­ter pub­lished Fri­day, the agency raised the same is­sues and said that re­view­ers "unan­i­mous­ly de­ter­mined da­ta pre­sent­ed are in­suf­fi­cient to con­clude sub­stan­tial ev­i­dence of ef­fec­tive­ness" for treat­ing un­re­sectable ad­vanced cu­ta­neous melanoma.

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by Nicole DeFeudis

Fol­low­ing a judge’s rul­ing that sus­pend­ed most of the Trump ad­min­is­tra­tion’s ap­point­ments to the CDC’s vac­cine ad­vi­so­ry pan­el, a new­ly pub­lished char­ter for the pan­el will add an em­pha­sis on vac­cine safe­ty and ex­pand the types of mem­bers the agency is look­ing for.

The re­vised Ad­vi­so­ry Com­mit­tee on Im­mu­niza­tion Prac­tices (ACIP) char­ter says that mem­bers of the pan­el may be knowl­edge­able in a range of ar­eas in­clud­ing tox­i­col­o­gy, pe­di­atric neu­rode­vel­op­ment, sta­tis­ti­cal analy­sis, health eco­nom­ics and re­cov­ery from se­ri­ous vac­cine in­juries. The new char­ter was pub­lished on Thurs­day.

The old doc­u­ment called for ex­perts on “im­mu­niza­tion prac­tices and pub­lic health,” or those who “have ex­per­tise in the use of vac­cines and oth­er im­muno­bi­o­log­ic agents in clin­i­cal prac­tice or pre­ven­tive med­i­cine, have ex­per­tise with clin­i­cal or lab­o­ra­to­ry vac­cine re­search, or have ex­per­tise in as­sess­ment of vac­cine ef­fi­ca­cy and safe­ty.”

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Bayer's Sebastian Guth (Tim Vizer/AP Images for Bayer)
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by Drew Armstrong

The price dif­fer­en­tial be­tween the US and oth­er coun­tries "will be sig­nif­i­cant­ly nar­row­er or small­er" go­ing for­ward be­cause of pres­sure from the Trump ad­min­is­tra­tion's "most fa­vored na­tion" deals, Bay­er's chief op­er­at­ing of­fi­cer for its phar­ma di­vi­sion said, adding to sim­i­lar com­ments by oth­er phar­ma ex­ec­u­tives.

Se­bas­t­ian Guth, who al­so serves as the head of Bay­er's US phar­ma unit, spoke to End­points News dur­ing an in­ter­view this week in New York.

Bay­er was one of a few large, glob­al drug de­vel­op­ers that was­n't brought in­to the Trump ad­min­is­tra­tion's first round of pric­ing ne­go­ti­a­tions. Since an­nounc­ing most of those deals last year, how­ev­er, the White House has been work­ing to bring in more com­pa­nies, and al­so to turn the pric­ing agree­ments in­to law — an idea much of the in­dus­try op­pos­es.

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US Deals Outlook 20226: What's ahead for pharma and life sciences
US biopharma still leads the world in high-risk drug development, but the road from innovation to access has never been harder to predict. Hear from top executives and investors on how they’re navigating what’s next. Join us.
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by Drew Armstrong

Deals deals deals.

Bio­phar­ma M&A is hav­ing one of its best stretch­es in years, as big phar­ma buy­ers snap up small­er biotechs. To­day on Post-Hoc Live, I spoke with Emi­ly Field, head of US bio­phar­ma­ceu­ti­cals eq­ui­ty re­search at Bar­clays, and our own deals and fi­nanc­ing ex­pert Kyle LaHu­cik.

You can watch a re­play on YouTube, or catch au­dio ver­sions on Ap­ple Pod­casts or Spo­ti­fy.

We talked about why big com­pa­nies are buy­ing now, what type of as­sets they're go­ing af­ter, what counts as a "big" deal these days, how Bris­tol My­ers Squibb used to own a movie stu­dio, and whether we'll see any tru­ly un­usu­al takeovers that cross out­side the world of bio­phar­ma.

Thanks for lis­ten­ing and watch­ing!

— Drew Arm­strong, Ex­ec­u­tive Ed­i­tor

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