Pharma and BioTech Daily

Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma e Biotech world.Lilly emerged victorious in a head-to-head weight loss battle against NovoPlus, showcasing the effectiveness of tirzepatide over semaglutide. This victory has highlighted the potential of tirzepatide in promoting weight loss, with results aligning with real-world studies. Meanwhile, Amylin has garnered attention in the weight loss sphere ahead of Novo's cagrisema readout, with industry anticipation for the phase III results. Amylin analogs are seen as a promising alternative to GLP-1 receptor agonists, offering potentially higher-quality weight loss with improved tolerability. Additionally, GSK has turned to China for another potential ADC deal worth over $1 billion with Dualitybio.The Trump administration's impact on the biopharma industry is expected to be mixed, with potential promotion of M&A activity but concerns about vaccine sales due to controversial picks. Intra-Cellular is seeking FDA approval for Caplyta in major depressive disorder, which could generate significant sales. Sarepta Therapeutics, known for regulatory success, has made a significant deal with Arrowhead Pharmaceuticals for RNA-based medicines. Other news includes Lilly's victory over Novo in a weight loss study, anticipation for Novo's phase III Cagrisema readout, Novartis' deal with PTC for Huntington's disease, and more. Takeda is investing in Keros' blood cancer anemia drug, Roche partners with Cour in an autoimmune deal, and Gilead is planning an ADC comeback with a potential license agreement. Alligator Bioscience has cut staff due to capital constraints.