The week we've had Eyes on the Ocular Therapeutix phase 3 SOL-1 data showing superiority over Eylea in wet AMD. The trial showed improved visual acuity preservation, The program could introduce the first tyrosine kinase inhibitor therapy for wet AMD however, investors reacted cautiously to the news.

This week we had Eyes On recent FDA actions including the approval of AstraZeneca’s first fixed-duration BTK inhibitor regimen for first-line CLL/SLL; A warning letter for Johnson & Johnson concerning promotional claims for Tremfya; and Moderna's resolution of the refusal-to-file dispute and a PDUFA for it's flu vaccine decision in 2026.

Alnylam posted its first-ever GAAP profit in 2025, reporting $314 million in net income. Amvuttra’s rapid ATTR-CM expansion drove the turnaround, though Q4 sales modestly missed expectations. Meanwhile, competitive pressure from Pfizer and BridgeBio is reshaping the ATTR-CM landscape. and pricing dynamics and early-year volatility may weigh on near-term performance despite strong full-year guidance.

Infigratinib met the primary endpoint in the phase 3 Propel 3 trial in achondroplasia. It drug demonstrated statistically significant improvements in annualized height velocity and body proportionality. Analysts characterized the data as a “best-case scenario,” strengthening the case for premium pricing. Regulatory submission is expected in the second half of the year amid increasing competition in the dwarfism market.

Moderna received a refusal-to-file (RTF) letter for its next-generation mRNA flu vaccine, the FDA citing concerns over the trial’s control arm design. Analysts warn the decision may complicate Moderna’s flu-COVID combination strategy, with policy shifts suggesting increased scrutiny of mRNA platforms in the U.S.

In Part 4 of our Series on how the pharma landscape is being reshaped - from the inside out, we have Eyes On what late-stage setbacks and tolerability trade-offs reveal about portfolio planning and platform expansion.

In Part 3 of our Series on how the pharma landscape is being reshaped - from the inside out - we have Eyes On where late-stage clinical execution is still cutting through uncertainty as de-risked assets redefine standards of care and company trajectories.

In Part 2 of our Series on how the pharma landscape is being reshaped - from the inside out, we have Eyes On how policy and regulation are redefining pricing, access, and market stability.

In Part 1 of our Series on how the pharma landscape is being reshaped - from the inside out, we have Eyes On how cost discipline, manufacturing shifts, and portfolio resets are reshaping large pharma.

Last week we had Eyes On more M&A counter offers + the success of M&A as Kura Oncology's Komzifti gets approved in the US (partner Kyowa Kirin). What caught you eye in BioPharma News lately?

MFN — once a policy abstraction — is now reshaping corporate strategy, pricing frameworks, and commercialization models.

The newest pharmaceutical behemoths to reach MFN pricing agreements with the White House are Eli Lilly and Novo Nordisk, who have agreed to sell their weight-loss medications to Americans at reduced costs.

At PharmaTell we keep Eyes on Strategic moves within the market. This week we're diving into Merck & Co's plans for the future. With the upcoming patent expiry for Keytruda, they are planning to bolster their pipeline with new products and indications via internal development and M&A.

We're keeping Eyes On Diabesity. With new approvals, data on the horizon, and M&A to bolster pipelines, it seems like there's something new everyday. Here we cover new MACE indications and the Metsera bidding war. What were you watching?

We've had Eyes on the MASH activities, and the latest M&A between Novo Nordisk and Akero Therapeutics caught our eye. In IPF, Boehringer's newly approved Jascayde...

Lately we've had Eyes On: Clinical Data, FDA news, M&A, and more. Read more about uniQure's AMT-130 data for Huntington's Disease, Roche's acquisition of 89bio for MASH, JnJ's Iconic Advance Data for Psoriasis, Lundbeck's CRL letter for PTSD, and the latest buzz around acetaminophen.

🆕 Introducing AI-Powered Insights in PharmaTell Studio. With the launch of our brand-new “Eyes on Pharma: AI Summary” feature, we’re adding artificial intelligence (AI) to the core of the PharmaTell experience helping our users find relevant insights faster than ever before.

This week we've had Eyes On Commercial Development and the FDA. Several companies have announced partnerships / acquisitions to further boost their pipelines and strengthen their competitive advantage.

 This month we've had Eyes On The BBB and potential timing and impact on the BioPharma sector. This is a dynamic area, with many different news bytes daily, let us know what you'v e seen and what sources you are following.

JnJ, Legend expanding cell therapy capacity.