|
|
 |
|
|
IntellaTurn's Weekly Scoop
By Erin at IntellaTurn ● Apr 16, 2026
This week: 1st FSGS drug approved | AI in the headlines | Tariffs force biotech to weigh price deals | Will cancer drugmakers ever conquer p53?
|
|
Drug treatment milestones
iStock / cagkansayin
✅ Travere wins long-awaited approval for kidney disease drug FILSPARI
-
The FDA granted the first product approval for the progressive kidney condition focal segmental glomerulosclerosis (FSGS), unlocking what’s believed to be a blockbuster opportunity for the drug’s developer, Travere Therapeutics.
-
Known as Filspari, the treatment is approved to treat adults and children at least eight years of age with FSGS but not a related condition called nephrotic syndrome. Travere estimates there to be more than 30,000 individuals in the US eligible for treatment.
-
Filspari has been on the market since 2023 for another kidney disease known as IgA nephropathy. There, however, Filspari faces growing competition from drugmakers advancing alternative options, threatening its revenue outlook.
-
Shares climbed by more than 34% in April 14 trading, pushing the company’s market value close to $4 billion. (BioPharma Dive)
🥇 Revolution Medicines reports ‘unprecedented’ survival in pivotal pancreatic cancer trial
-
A Revolution Medicines drug helped pancreatic cancer patients live nearly six months longer compared to those treated with standard of care chemotherapy, meeting the goals of a pivotal study in this aggressive malignancy with limited treatment options.
-
With these preliminary results in hand, Revolution said it plans to seek regulatory approval for the drug, daraxonrasib. Once the FDA accepts the submission, the agency’s review could happen quickly.
-
The FDA has already named Revolution’s once-daily pill as one of the medicines selected for a pilot program that cuts the review time down to one or two months for products that address national health priorities, such as cancers with few available therapies.
-
Revolution plans to submit the data for presentation during the upcoming ASCO annual meeting. (MedCity News)
🧬 Allogene’s first look at data for ‘off-the-shelf’ CAR-T shows promise
-
Allogene Therapeutics’ CAR-T therapy removed all remaining detectable lymphoma cells in just over half of treated patients, according to an early look at the phase 2 data.
-
The Bay Area biotech is seeking to apply “off-the-shelf” cell therapy in a different way — and how its therapy fares has big implications not only for the company itself, but also for the broader allogeneic CAR-T field, which has struggled over the past few years.
-
While around 60% of large B cell lymphoma patients are cured by treatment with the standard combination of treatments called R-CHOP, about one-third of them relapse.
-
Allogene is developing its therapy to prevent disease from coming back in those patients. (Endpoints)
|
|
iStock / ko_orn
🚀Amazon launches AI drug discovery platform
-
Amazon Web Services (AWS) is launching an artificial intelligence (AI) application to design and test novel drugs more quickly and confidently.
-
The system, called Amazon Bio Discovery, gives researchers direct access to a broad catalogue of specialized AI models named biological foundation models (bioFMs) that are trained on vast biological datasets.
-
These models evaluate and accelerate the development of new antibody therapies.
-
Bio Discovery clients so far include Memorial Sloan Kettering Cancer Center, Bayer and Voyager Therapeutics, and Amazon said 19 of the top 20 global pharma companies already use its AWS. (Pharmaceutical Technology)
🤖 Novo taps OpenAI to deploy AI across R&D, manufacturing and corporate functions
-
Novo Nordisk unveiled a partnership with OpenAI, ChatGPT’s parent company, to integrate AI “globally from drug discovery to commercial operations.”
-
Specifically, this will involve tapping AI to analyze complex datasets, identify promising drug candidates and shorten overall R&D timelines.
-
Besides the planned R&D work, the partnership will involve seeking efficiencies in manufacturing, supply chain operations, and corporate functions.
-
Novo says the collaboration will feature “strict data protection” and human oversight to “ensure ethical and compliant use.” (Fierce Pharma)
👔 Novartis CEO joins board of “responsible” AI firm Anthropic
-
In another signal of the deepening relationship between the pharma and AI sectors, Novartis chief executive Vas Narasimhan has been appointed to the Board of Anthropic.
-
Narasimhan’s appointment comes shortly after Anthropic accelerated its move into the application of AI to drug discovery by acquiring New York start-up Coefficient Bio for a reported $400 million, laying claim to a platform for target and drug discovery, as well as navigating regulatory requirements for development projects. (Pharma Phorum)
|
|
Pharma tariffs force biotech to weigh price deals
iStock / doomu
What’s new: The threat of new tariffs on drugmakers has set off a debate within the biotech industry over whether to cut voluntary pricing deals with the Trump administration in exchange for exemptions.
Why it matters: Small and midsize companies don’t have the resources of a Pfizer or Merck to make price cuts, domestic manufacturing investments and other concessions the White House is seeking.
Between the lines: The pricing deals don’t cover every drug a manufacturer makes, meaning some large companies could cut the prices on older or lower-margin treatments without taking a big financial hit.
Yes, but: Tariff exemptions the administration has extended for so-called orphan drugs and cell and gene therapies could make the threat less severe for some companies, analysts said.
The big picture: The Trump administration argues the tariffs are needed to spur domestic pharmaceutical manufacturing and address what's become a national security issue, with China rapidly building its life sciences capabilities.
The other side: John Crowley, CEO of BIO, acknowledged domestic manufacturing is an important goal, and that it was “smart negotiating” to use the threat of tariffs on large companies to secure roughly $400 billion in manufacturing commitments so far.
-
But he said tariffs are not workable for smaller companies, saying it “handicaps” them while in a biotech race with China.
-
“It’s very hard to take a plant in Ireland that makes one rare disease drug and tell a company, ‘You’ve got to rebuild that plant in the United States,’” he said.
What’s next: Smaller companies have 180 days to decide whether to strike pricing deals, meaning the tariffs wouldn't take effect until the end of September. (Axios)
|
|
Interesting read: Will cancer drugmakers ever conquer p53?
iStock / EyeEm Mobile GmbH
An interesting puzzle: Elephants rarely get cancer, which is puzzling because their massive size and long lifespans should make them prime candidates for runaway cell growth.
More about p53: The animals have 20 copies of the gene that makes p53, which patrols the body for damaged cells and can then pull off several anti-cancer tricks: stopping them from dividing, repairing damage or triggering them to self-destruct if they show hints of becoming cancerous.
And in humans? The power of this mechanism may be muted by the fact that humans only have one p53-producing gene: TP53.
-
Mutations in the TP53 gene that affect p53 production are among the most common drivers of cancer in humans.
-
People with Li-Fraumeni syndrome, who inherit a faulty gene, have a 90% chance of developing cancer by the time they turn 60, half of them before age 40.
Why it matters: Given its widespread impact in cancer, the prospect of harnessing this mechanism has made p53 a big-game target. It’s also vexed scientists for years.
Continue reading: PharmaVoice
|
|
✨ 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.
|
|
|
|
|
|
|
|