- TLDR Biotech
- Posts
- Biotech & Pharma Updates | September 29 - 30, 2025
Biotech & Pharma Updates | September 29 - 30, 2025
🧬 Pfizer first to embrace MFN drug pricing + DTC via upcoming "TrumpRx" website, Merck & Co. published positive Winrevair Ph3 data in pulmonary arterial hypertension, Barinthus Therapeutics + Clywedog Therapeutics reverse merger, Rovi to acquire Phoenix-based BMS facility, AstraZeneca to "harmonize its share listing structure" via direct NYSE listing, EMA publishes draft guidance on including patient perspective in drug approval process
All the top Biotech & Pharma news in one daily newsletter.
Want to understand how these updates are formatted? Check-out the FAQ.
Have any feedback? I’d love to hear you from - connect with me on LinkedIn. 📣
✅ The Good News ✅
THE GOOD
Business Development & Partnerships
Rovi, Bristol Myers Squibb strike Phoenix facility acquisition plus $250M five-year manufacturing partnership
Manufacturing agreement, acquisition, antibody-drug conjugates, monoclonal antibodies, milestone payments - Read more
Boryung acquires Sanofi's Taxotere chemotherapy rights across 19 markets for up to $205M
Licensing deal, oncology, small molecule, manufacturing, global, milestone payments - Read more
Nxera Pharma lands $10M milestone payment from AbbVie as part of neurological disease collaboration
Research collaboration, neurological, drug discovery, milestone payments, small molecule - Read more
THE GOOD
Clinical Trials
Merck & Co.’s Winrevair shows 76% reduction in clinical worsening in Ph3 trial for newly diagnosed pulmonary arterial hypertension
Protein therapy, cardiovascular, activin signaling inhibitor, pulmonary arterial hypertension, sotatercept - Read more
Opus Genetics reports pediatric gene therapy data for Leber Congenital Amaurosis Type 5, plans FDA discussions
Gene therapy, neurological, AAV vector, Leber congenital amaurosis, pediatric population, rare disease - Read more
AC Immune's ACI-35.030 Tau-targeting therapy shows strong immune response in Ph1b/2a early Alzheimer's disease trial
Neurological, active immunotherapy, Alzheimer disease, tau protein, phosphorylated tau - Read more
Kardigan reports positive Ph2a results for danicamtiv cardiac myosin activator in genetic dilated cardiomyopathy
Small molecule, cardiovascular, cardiac myosin activator, dilated cardiomyopathy, sarcomeric mutations - Read more
PRESENTED BY PROMOVEO HEALTH
Contract Sales Reps = Fast Deployment + Lower Cost
We've built 100+ pharma sales teams for companies of all sizes, and we can help you.
We build agile field teams that scale based on your needs - all with fast deployment + lower cost than full-time reps.
✅ More Good News ✅
THE GOOD
Fundraises
ARS Pharmaceuticals secures $250M loan facility, accelerating neffy epinephrine commercialization
Allergy/anaphylaxis, epinephrine delivery, needle-free technology, commercial-stage - Read more
THE GOOD
Mergers & Acquisitions
Barinthus Bio merges with Clywedog Therapeutics in reverse deal advancing diabetes, autoimmune assets
Immunotherapy, diabetes, reverse mergers - Read more
THE GOOD
Politics & Policy
Pfizer signs first US drug pricing deal matching lower international prices under “Most Favoured Nation” scheme under Trump administration + direct to consumer on forthcoming “TrumpRx” website
Multiple therapeutic areas, drug pricing, strategic, cost reduction, major transaction - Read more
THE GOOD
Regulatory
EMA publishes draft paper encouraging patient experience data inclusion in drug regulatory decisions
Patient experience data, draft guidance, drug approval process - Read more
THE GOOD
Strategic Plans
AnaptysBio plans spinoff splitting clinical pipeline from Jemperli royalty businesses into separate companies
Monoclonal antibody, oncology, strategic, major transaction, financial - Read more
AstraZeneca plans direct NYSE listing to replace Nasdaq ADRs, harmonizing share structure globally
Stock listing, publicly traded - Read more
PRESENTED BY YOU?
Get the attention of 2200+ Biotech & Pharma Professionals 🤩

Gif: mostexpensivest on Giphy
Do you offer a biotech/pharma-focused product or service?
Or looking to get investor/analyst interest on your budding start-up?
Considering sponsoring TLDR Biotech to get in-front of an engaged audience of biotech & pharma-focused professionals.
Just reply to this email* or message me on LinkedIn to learn more.
*If you’re reading this on the web version, email [email protected]
❌ The Bad News ❌
THE BAD
Business Development & Partnerships
Novo Nordisk terminates $598M Heartseed cell therapy partnership amid strategic restructuring
Cell therapy, research collaboration, heart failure - Read more
THE BAD
Clinical Trials
Moonlake's sonelokimab shows mixed Ph3 results in hidradenitis suppurativa, missing endpoints despite statistical significance
Monoclonal antibody, hidradenitis suppurativa, IL-17 inhibitor, inflammatory skin disease - Read more
Orion's ODM-105 tasipimidine fails Ph2 primary endpoint for insomnia treatment, company discontinues development program
Small molecule, neurological, insomnia, sleep disorders - Read more
THE BAD
Earnings & Finance
Morgan Stanley downgrades Novo Nordisk stock citing GLP-1 demand concerns and Alzheimer's treatment doubts
GLP-1 agonist, metabolic disease, financial, competitive, strategic - Read more
THE BAD
Lawsuits
Indivior discontinues Opvee marketing following New York settlement over unauthorized promotional activities to officials
Opioid reversal drug, opioid addiction, opioid overdose, access - Read more
THE BAD
Layoffs
Sutro Biopharma cuts third of remaining workforce in second round of layoffs this year
Drug pricing, strategic, financial, regulatory, competitive - Read more
👹 The Ugly News 👹
THE UGLY
Regulatory
FDA's Tidmarsh, in an unprecedented move, publicly criticizes Aurinia's Lupkynis approval in now-deleted LinkedIn post, sending stock tumbling
Immunosuppressant, autoimmune, regulatory commentary - Read more
FDA to be impacted by (now in effect) USA government shutdown, with 86% staff retained but new drug applications halted
Government shutdown, public agency - Read more
You’re all caught up on the latest Pharma & Biotech News!
TLDR Biotech wants to hear from you! 📣
Have comments/questions/complaints about this newsletter?
Send me an email - I want your brutally honest feedback. 📝
If you find the content useful and think a colleague would too, please share TLDR Biotech with them! ♻️
And lastly - connect with me on LinkedIn!

Thanks for reading! -Anis
Disclaimer: Content, news, research, tools, and mention of stock or tradeable securities are for educational and illustrative purposes only and do not imply a recommendation or solicitation to buy or sell a particular security or to engage in any particular investment strategy. Read the full terms & conditions here