ColocalBio

A daily briefing collective for pharma & biotech professionals powered by AI

Thursday, May 7, 2026

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Policy

Policy•Endpoints News•May 6, 2026

Amgen, AbbVie say IRA negotiations impacted Q1 sales

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  • •IRA price negotiations are delivering measurable negative sales impact in Q1, confirming industry concerns about margin compression and revenue reduction
  • •Multiple large-cap pharmas acknowledging IRA headwinds simultaneously suggests a sector-wide effect rather than company-specific issue, likely to influence full-year guidance
  • •Watch for additional Q1 earnings calls to quantify IRA impact across pipelines and whether companies adjust 2024 financial guidance or adjust portfolio strategy
AmgenAbbVie
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Policy•Fierce Pharma•May 7, 2026

Alnylam rebuked by FDA over efficacy claims on Amvuttra website

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  • •FDA found Alnylam presented open-label data in a way that created a misleading impression of Amvuttra's efficacy on the drug's consumer-facing website.
  • •An untitled letter is a lower-level enforcement action than a warning letter, but signals regulatory concern about promotional practices that may need remediation.
Alnylam PharmaceuticalsAmvuttra
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Policy•Fierce Pharma•May 7, 2026

Sanofi asks to pull Tzield bid from FDA's controversial CNPV program: report

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  • •Sanofi is withdrawing Tzield from the FDA's CNPV program, indicating that the reputational and political risks of the controversial fast-track pathway may outweigh expedited review benefits
  • •The CNPV program's credibility is in question if major pharma companies view participation as damaging rather than advantageous
  • •Monitor whether other sponsors withdraw applications or whether the FDA modifies CNPV criteria and transparency measures in response to industry and stakeholder pressure
SanofiTzield
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Policy•Fierce Pharma•May 7, 2026

FDA rolls out 1-day assessment pilot in bid to refocus inspection resources

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  • •FDA is piloting abbreviated one-day inspections to improve resource deployment and increase inspection coverage
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Policy•Fierce Pharma•May 7, 2026

FDA blocks publication of COVID, shingles vaccine safety studies: NYT

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  • •FDA reportedly prevented dissemination of its own safety data on widely deployed vaccines, creating a potential transparency and scientific publication governance issue with regulatory implications
  • •The blocked studies reportedly confirmed safety and efficacy, suggesting the issue centers on publication process rather than adverse findings
  • •This development may prompt scrutiny of FDA's internal study publication policies and communication protocols with the scientific and medical community
GSKShingrixCOVID-19 vaccines
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Market Access

Market Access•Fierce Biotech•May 6, 2026

Ipsen scuttles liver disease candidates from $952M Albireo acquisition

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  • •Ipsen has shelved two of three pipeline assets from the Albireo acquisition, suggesting the $952M deal was heavily dependent on Bylvay's success rather than a diversified candidate portfolio.
  • •The termination of ritivixibat's PSC trial due to recruitment failure contrasts with competitive progress—Mirum's rival IBAT inhibitor posted a phase 2 win in the same indication this week, indicating potential mechanism viability but execution challenges at Ipsen.
  • •Monitor Bylvay's pediatric biliary atresia program and whether Ipsen can achieve meaningful sales expansion beyond the current €180M annual run rate to justify the acquisition's valuation.
IpsenAlbireoMirum PharmaceuticalsBylvayritivixibatA3907
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Market Access•Fierce Biotech•May 6, 2026

Bayer buys Perfuse in $2.4B deal for midphase eye disease prospect

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  • •Bayer is investing heavily ($2.4B total value) to secure a midphase eye disease candidate as its blockbuster Eylea faces declining sales and patent cliff risk
  • •PER-001's phase 2 data demonstrated safety and early efficacy signals across multiple retinal indications, but pivotal trials have not yet initiated despite prior late-2025 timeline guidance
  • •Watch for phase 3 trial initiation announcements and Bayer's development timeline clarification; clinical and regulatory success on PER-001 will be essential to justify the milestone structure
BayerPerfuse TherapeuticsRegeneronPER-001Eylea
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Market Access•Fierce Biotech•May 6, 2026

GSK pens $1B deal with China’s SiranBio for oligonucleotide that could reduce abdominal fat

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  • •GSK is building a complementary oligonucleotide pipeline for cardiometabolic disease, targeting ALK7 to reduce visceral adiposity—a distinct mechanism from GLP-1 drugs that could enable combination therapy approaches.
  • •SA030 is early-stage (phase 1), with efficacy and tolerability data still pending; success depends on SiranBio completing phase 1 before handoff to GSK, introducing execution risk on both sides.
  • •Watch for SA030 phase 1 readout and GSK's clinical strategy for combining ALK7 inhibitors with GLP-1 agonists; also monitor GSK's oligonucleotide pipeline maturation (bepirovirsen phase 3 for hepatitis B, Arrowhead collaboration for NASH).
GSKSiranBioArrowhead PharmaceuticalsSA030bepirovirsenEMP-012
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Market Access•Fierce Pharma•May 7, 2026

Novo CEO cites pricing 'sweet spot' as Wegovy pill debuts with $355M quarter

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  • •Novo's oral semaglutide achieved $355M in Q1 2026 revenue, demonstrating robust commercial traction for the first-to-market oral GLP-1 obesity therapy
  • •Novo maintains competitive advantage over Eli Lilly's oral GLP-1/GIP therapy, which has not yet launched, providing a critical window for market share capture
  • •Pricing strategy appears validated by payer/patient acceptance, suggesting oral formulations can support premium pricing despite oral delivery's commoditized perception in other therapeutic areas
Novo NordiskEli Lillysemaglutide (Wegovy pill)tirzepatide
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Market Access•Fierce Pharma•May 7, 2026

Bayer diagnoses how to build trust in cell and gene therapies

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  • •Cell and gene therapy developers must prioritize sustained stakeholder engagement to build trust—a critical market access lever for an emerging modality facing adoption barriers
Bayer
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Clinical Trials

Clinical Trials•Fierce Biotech•May 6, 2026

BioCryst scraps eye candidate to focus on rare diseases

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  • •BioCryst terminated avoralstat development after a phase 1b DME trial enrolled only 9 patients, signaling a strategic pivot toward rare genetic disorders where the company has demonstrated clinical and commercial traction.
  • •Orladeyo's strong commercial performance ($148.3M in Q1 2025) and successful market entry validate BioCryst's kallikrein inhibitor platform, but the company is consolidating resources rather than expanding the class into new indications.
  • •Monitor BioCryst's BCX17725 development for Netherton syndrome and whether the company seeks additional rare disease targets to justify its refocused pipeline strategy.
BioCryst PharmaceuticalsKalVista PharmaceuticalsChiesi GroupavoralstatBCX17725Orladeyo
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Clinical Trials•Fierce Biotech•May 6, 2026

After a decade of hype, Najat Khan is bringing Recursion back down to earth

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  • •REC-1245 demonstrated clean early safety data with target engagement, positioning it as a validation of Recursion's AI platform; efficacy signals expected within 2-3 dose escalations this year
  • •New CEO Khan is aggressively repositioning Recursion away from founder Gibson's discredited "100 medicines in 10 years" promise toward selective, data-driven programs with clear commercial potential
  • •Watch for REC-1245 efficacy readout and FDA decision on REC-4881 registrational path; monitor whether Recursion's consolidated pipeline (post-Exscientia merger) yields additional clinical advances to validate platform claims
Recursion PharmaceuticalsExscientiaJohnson & JohnsonREC-1245REC-4881
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Clinical Trials•STAT News•May 7, 2026

Opinion: Eugene Braunwald, ‘father of modern cardiology,’ told me he had two dreams. One came true

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  • •Braunwald's research fundamentally transformed cardiology practice through the ejection fraction test and demonstration that ACE inhibitors prolong survival after myocardial infarction
ACE inhibitors
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Clinical Trials•Endpoints News•May 6, 2026

BeOne culls five cancer programs and an autoimmune Phase 2

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  • •BeOne Medicines has terminated six development programs (five oncology and one Phase 2 autoimmune asset) as part of portfolio optimization
  • •The terminations occur despite the company's aggressive pipeline expansion, indicating selective focus on lead candidates rather than across-the-board advancement
BeOne Medicines
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Clinical Trials•Endpoints News•May 6, 2026

Avalo scores Phase 2 success in comeback bid, raises $375M

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  • •Avalo achieved Phase 2 efficacy in inflammatory skin disease, de-risking a core pipeline asset and supporting the company's strategic comeback
  • •The $375M financing round provides substantial runway for Phase 3 initiation and commercial preparation, signaling investor confidence in the program
  • •Detailed Phase 2 data (effect size, safety profile, primary endpoint margins) and Phase 3 timeline remain unclear from the brief announcement
Avalo Therapeutics
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