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breaking SMMT

Ivonescimab Beats Keytruda on Overall Survival in HARMONi-2

Akeso's China-only HARMONi-2 trial met its key secondary endpoint of overall survival at an interim analysis, making ivonescimab dual-positive on PFS and OS versus Keytruda. Summit shares surged.

September 3, 2026 · Oncology · $SMMT
breaking IONS

FDA Approves Ionis' Zanvastro as the First Treatment for Alexander Disease

The FDA approved Zanvastro (zilganersen) for Alexander disease, the first treatment for the ultra-rare and often fatal GFAP-driven neurological disorder. Ionis earned a Rare Pediatric Disease Priority Review Voucher and will launch the drug in the US while Recordati handles ex-US rights.

September 3, 2026 · Neurology · $IONS
breaking NVS

Novartis Remibrutinib Hits Both Phase 3 REMODEL Endpoints in MS With No Liver Safety Signal

Novartis reported positive topline results from the identical REMODEL-1 and REMODEL-2 Phase 3 trials of oral BTK inhibitor remibrutinib in relapsing multiple sclerosis, beating teriflunomide on annualized relapse rate with no liver safety signal. Remibrutinib is the first BTK inhibitor to pair Phase 3 MS efficacy with a clean liver profile.

September 1, 2026 · neuroscience · $NVS
breaking GSK

ViiV's Tivicay PD Becomes First HIV Drug Approved for Newborns from Birth

The FDA approved ViiV Healthcare's Tivicay PD (dolutegravir) tablets for oral suspension to treat HIV infection in newborns from birth to four weeks weighing at least 2 kg. Dolutegravir becomes the first integrase inhibitor cleared for this youngest patient population.

August 26, 2026 · Infectious Disease · $GSK
breaking JNJ

J&J's IMAAVY Becomes First FDA-Approved Treatment for Warm Autoimmune Hemolytic Anemia

The FDA approved Johnson & Johnson's IMAAVY (nipocalimab-aahu) as the first-ever therapy for warm autoimmune hemolytic anemia, a rare autoantibody disease with no prior approved treatment. In the Phase 2/3 ENERGY trial, about three times as many patients achieved a durable hemoglobin response versus placebo.

August 25, 2026 · Immunology · $JNJ
breaking RGNX

FDA Clinical Hold Derails REGENXBIO's RGX-121 Hunter Syndrome Resubmission

The FDA placed a clinical hold on REGENXBIO's RGX-121 after asymptomatic spine MRI findings in five CAMPSIITE participants. The biotech no longer plans to resubmit the Hunter syndrome gene therapy rejected in February. RGNX fell about 25%.

August 25, 2026 · Gene Therapy · $RGNX
breaking

ITM 177Lu-Edotreotide CRL: Manufacturing Only

The FDA issued a CRL for ITM 177Lu-edotreotide in GEP-NETs on Aug 7, citing only manufacturing and facility items. The Phase 3 COMPETE win still stands.

August 22, 2026
breaking

VOGX IPO Surges 127% on Mizagliflozin for PBH

Vogenx (VOGX) priced an $81M IPO at $13 and ran to $29.52 as mizagliflozin, an oral SGLT1 inhibitor for post-bariatric hypoglycemia, rode the Amylyx wave.

August 22, 2026
breaking MRNA

Moderna Surges 177% as Intismeran Clears Phase 3 Melanoma Trial

Moderna and Merck's personalized mRNA cancer vaccine met its primary endpoint in the Phase 3 INTerpath-001 trial, cutting melanoma recurrence risk. Moderna stock closed up 177%. Here is what the data says and what happens next.

August 21, 2026 · Oncology · $MRNA
breaking AMLX

Amylyx's Avexitide Hits Phase 3 Primary Endpoint; Stock Climbs 85%

Amylyx's first-in-class GLP-1 receptor antagonist avexitide cut Level 2/3 hypoglycemic events 55% versus placebo in the Phase 3 LUCIDITY trial for post-bariatric hypoglycemia, a condition with no approved therapy. AMLX has climbed about 85% since the readout.

August 21, 2026 · Metabolic · $AMLX
breaking AZN

Enhertu Beats Chemo-Immunotherapy in First-Line HER2-Mutant Lung Cancer

AstraZeneca and Daiichi Sankyo's Enhertu met its primary endpoint in the DESTINY-Lung04 Phase 3 trial, becoming the first HER2-directed drug to improve progression-free survival over standard of care in first-line HER2-mutant NSCLC.

August 21, 2026 · Oncology · $AZN
breaking BMY

BMY Zenbexus: First CELMoD Approval in Myeloma

The FDA approved Bristol Myers Squibb's Zenbexus (iberdomide) for relapsed multiple myeloma, the first CELMoD. MRD-negative response hit 41% versus 21%.

August 21, 2026 · Oncology · $BMY
breaking

IPHA Lacutamab: $540M Sobi Deal Funds Phase 3

Sobi pays Innate $75M upfront for lacutamab, a first-in-class antibody for Sézary syndrome. The deal funds the Phase 3 trial toward accelerated approval.

August 10, 2026
breaking SUPN

Supernus and Indivior Merge in All-Stock Deal to Build $2.2B CNS Powerhouse

Supernus Pharmaceuticals (SUPN) and Indivior Pharmaceuticals (INDV) announced an all-stock merger of equals on August 3, 2026. The combined company will have $2.2 billion in revenue, 11 approved CNS drugs, and $125 million in targeted cost synergies. SUPN holders get 1.5401 INDV shares per share.

August 3, 2026 · CNS / M&A · $SUPN
breaking LNTH

Curium to Acquire Lantheus in $8 Billion Radiopharma Megadeal

Curium agreed to buy Lantheus Holdings (LNTH) for up to $114.50 per share in cash, a deal worth up to $8 billion and the largest radiopharmaceutical acquisition to date. Lantheus holders get $102.50 upfront plus up to $12 in CVR payments tied to commercial milestones through 2030.

August 3, 2026 · Radiopharma / M&A · $LNTH
breaking JNJ

J&J Bets $3.37B on In Vivo CAR-T With Sail Biomedicines Deal

Johnson & Johnson will pay $785M upfront and secure a $2.58B acquisition option for Sail Biomedicines, a Flagship Pioneering company developing in vivo CAR-T therapies for autoimmune diseases using its eRNA nanoparticle platform.

July 30, 2026 · Cell Therapy · $JNJ
breaking APMD

Apnimed (APMD) Prices $192M IPO at Top of Range for First Oral Sleep Apnea Pill

Apnimed (APMD) upsized its IPO 20% to 12 million shares at $16.00, raising $192 million for AD109 (Oxnimbi), the first oral pill targeting obstructive sleep apnea. Shares begin trading July 31 on Nasdaq ahead of a February 28, 2027 PDUFA date.

July 30, 2026 · Sleep medicine / neuroscience · $APMD
breaking CAPR

FDA Panel Votes 9-3 Against Capricor Deramiocel for DMD

The FDA's CTGTAC voted 9-3 that Capricor's HOPE-3 trial did not provide substantial evidence of effectiveness for deramiocel in DMD cardiomyopathy, siding with FDA staff over the company's post-hoc analysis. The August 22 PDUFA now leans toward rejection.

July 29, 2026 · cell-therapy · $CAPR
breaking

Elevar Lirafugratinib Faces Sept 27 PDUFA

Elevar Therapeutics, a majority-owned subsidiary of HLB Co. (KOSDAQ: 028300.KQ), faces a September 27 PDUFA for lirafugratinib in FGFR2-driven cholangiocarcinoma. The ReFocus trial showed a 46.5% ORR in patients.

July 26, 2026
breaking

Elevar Gets Third CRL for Rivoceranib in HCC

FDA issued a third CRL for Elevar's rivoceranib in liver cancer. The 23.8-month OS was never the problem. Manufacturing failures killed an approvable drug.

July 25, 2026
breaking

GSK Lynavoy CHMP: First PBC Itch Drug for EU

The EMA's CHMP recommended GSK's Lynavoy (linerixibat), the first IBAT inhibitor for cholestatic pruritus in PBC, setting up EU approval within 67 days.

July 25, 2026
breaking

JNJ Icotyde: First Oral IL-23 Pill Wins CHMP

The EMA's CHMP backed J&J's Icotyde (icotrokinra), the first oral IL-23 receptor antagonist, for moderate-to-severe plaque psoriasis in adults and teens 12+.

July 25, 2026
breaking AMGN

FDA Moves to Pull Amgen's TAVNEOS After Trial Data Manipulation

The FDA proposed withdrawing approval of TAVNEOS after finding unblinded personnel manipulated ADVOCATE trial data to turn a failed endpoint into a statistically significant result. Amgen submitted new data on July 23 requesting a hearing.

July 24, 2026 · Immunology / Rare Disease · $AMGN
breaking OTLK

FDA Approves Lytenava for Wet AMD on Fourth Attempt

FDA approved Lytenava for wet AMD on July 24, five days early. First approved ophthalmic bevacizumab after three prior CRLs. OTLK at $1.32, cap $247M.

July 24, 2026 · Ophthalmology · $OTLK