| |
 |
|
|
IntellaTurn's Weekly Scoop
By Erin at IntellaTurn ● Jul 23, 2026
This week: Drug approvals | Regulatory TrendWatch | Weight-loss drug headlines | Inside the Vertex/Crinetics M&A
|
|
FDA drug approval round-up
iStock / Vladimir Ivankin
✅ GSK’s JIDEYTRO: Company’s first FDA-approved lung cancer medicine
-
A drug included in one of the industry’s largest acquisitions this year is starting to paying dividends for GSK, winning a speedy regulatory nod that continues the pharma company’s growth strategy in oncology.
-
The approval announcement Wednesday was earlier than expected. The drug, known in development as zidesamtinib, was set to receive a regulatory decision by Sept. 18.
-
This drug, GSK’s first FDA-approved lung cancer medicine, will reach the market under the brand name Jideytro.
-
Jideytro is an oral small molecule in the class of medicines called ROS1 inhibitors. ROS1 is a protein that plays a role in cellular growth and differentiation. (MedCity News)
✅ Glenmark’s RYALTRIS: Expanded approval for pediatric nasal spray
-
The FDA approved the expanded use of Ryaltris (olopatadine hydrochloride and mometasone furoate) nasal spray for the treatment of symptoms of Seasonal Allergic Rhinitis (SAR) in pediatric patients aged 6 to less than 12 years.
-
With this approval, Ryaltris is now approved for adults and pediatric patients aged 6 years and older, extending this treatment option to a younger pediatric population. (press release)
✅ Celcuity’s REVTORPYK: New small molecule inhibitor for breast cancer
-
The FDA approved a new small molecule inhibitor with blockbuster potential that could become a new standard of care for patients with breast cancer.
-
The regulator is allowing Celcuity to market Revtorpyk (gedatolisib) for previously treated patients with hormone receptor-positive, HER2-negative breast cancer without any mutations in the PIK3CA gene.
-
Revtorpyk is used in combination with fulvestrant and with or without Pfizer’s Ibrance (palbociclib).
-
The company is also developing the drug for patients with PIK3CA mutations and plans to file a supplemental application with the FDA in the third quarter of this year. (Fierce Pharma)
|
|
TrendWatch: FDA policy for rejections runs into legal uncertainty
Axios
Setting the stage: Former Commissioner Marty Makary lauded the FDA’s decision to publish complete response letters (CRLs) as a win for drug developers, investors and patients alike when he unveiled the policy in 2025.
-
One year on, Makary is no longer FDA commissioner and the legal basis for the initiative remains uncertain, with recent rapid-fire news of a pause, resumption and ongoing commitment to the policy pointing to an evolving situation.
Perspective: The FDA has considered publishing CRLs for a long time, Elizabeth Jungman, partner at Hogan Lovells and former FDA chief of staff, said during a session at the BIO International Convention 2026 in June.
It drives FDA workers “crazy” when companies post press releases that “bear a not-exact relationship with the actual CRL . . . that was issued,” Jungman said, fueling interest in a more transparent approach.
Yes, but: During Jungman’s time at the FDA, which ended last year, the agency opted against publishing CRLs, in part because of legal concerns, the lawyer explained. Publishing certain CRLs is “just not legal,” Jungman said.
“I don’t see how you square that with the regulation,” Jungman said.
Continue reading: BioSpace
|
|
Spotlight on weight loss drugs
Axios Visuals
➡️ Lilly’s triple-G drug hits 22.6% weight loss, but impact on reducing cardio risk is less clear
-
Eli Lilly’s triple-G drug retatrutide has hit the primary endpoints of a pair of phase 3 obesity trials, although the peak weight loss fell short of previous trials in different patient populations while failing to prove the medication reduces cardiovascular risk.
-
The pharma evaluated various doses of the GIP, GLP-1 and glucagon triple-hormone receptor agonist against placebo in both the TRIUMPH-2 study of 1,152 patients with type 2 diabetes and obesity or overweight, as well as the TRIUMPH-3 study of 1,949 patients with severe obesity and established cardiovascular disease. (Fierce Pharma)
➡️ Novo sues Lilly, alleging ‘misleading’ advertising of obesity drugs
-
Novo Nordisk is suing its biggest obesity drug rival, alleging on Tuesday that Eli Lilly is engaging in deceptive advertising by intentionally using outdated studies to compare the higher doses of its medicines to lower doses of Novo’s products.
-
Filed in a New Jersey District Court, the lawsuit follows a cease-and-desist order in which Novo asked Lilly to take down the advertisements.
-
Lilly hasn’t, so the Danish drugmaker is seeking a permanent injunction to get the ads pulled and for Lilly to “conduct a corrective advertising campaign.” Lilly countered in a statement that the advertising is “truthful, it is transparent, and it is grounded in the most direct scientific evidence available.”
-
The lawsuit comes as Lilly has gotten the upper hand in a high-stakes battle for market share. (BioPharma Dive)
➡️ Study links expanding GLP-1 use with rising overall costs
-
As use of GLP-1s surged across the US, average total payments per user also climbed sharply, according to a new Northwestern University study published in the Journal of the American Heart Association that analyzed national trends in GLP-1 use and spending between 2017 and 2022.
-
These total payments included out-of-pocket costs paid by patients as well as payments from insurers, employers and government programs.
-
The study authors say the findings raise questions about the long-term affordability of drugs that many patients may take for years or even decades.
-
Those questions became even more relevant earlier this month when Medicare launched a temporary program that gives millions of eligible seniors potential access to GLP-1s for a flat $50 monthly copayment. (News-Medical Life Sciences)
|
|
Interesting read: A look inside the year's second-highest M&A premium
Axios Visuals
The intrigue: To gain control of Crinetics Pharmaceuticals, Vertex Pharmaceuticals was willing to pay the second-highest premium so far in biopharma’s banner year for M&A.
Turns out: Vertex was the only company to make an offer for Crinetics and its endocrinology pipeline, according to a regulatory filing late Tuesday. It lays out the play-by-play leading up to the $10 billion deal, which was announced earlier this month.
By the numbers: The deal marked the third $10 billion biotech buyout in a month, the hottest streak for large acquisitions since the final stretch of 2024.
-
Vertex’s 102% premium for Crinetics came in well above the other $10 billion deals.
-
AbbVie ponied up a 49% premium for Apogee in June, while GSK swung 40% above Nuvalent’s last trading price prior to deal disclosure that same month, according to a quarterly update from William Blair bankers.
-
AbbVie and GSK were also the only bidders in the processes for Apogee and Nuvalent.
Background: Crinetics is more advanced than those other sought-after biotechs. The 18-year-old company recently launched an acromegaly medicine called Palsonify, whereas Nuvalent was months away from its first of two FDA approval decisions when GSK scooped it up.
The only deal with a higher premium so far this year was Biogen’s payment of 140% above Apellis Pharmaceuticals’ last trading price. Biogen got a few approved medicines from the deal and then slashed most of the remainder of the pipeline. (Endpoints)
|
|
✨ Thanks for reading! ✨
🌐 About us: IntellaTurn, LLC delivers business-critical and timely information to biopharmaceutical companies and start-ups in the life sciences industry.
📧 Questions? If you liked this, but need more tailored business insights, get in touch about our curated daily, weekly, and bi-weekly newsletters.
|
|
|
|
|
|
|
|