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

Wednesday, May 13, 2026

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Policy

Policy•Fierce Pharma•May 13, 2026

FDA Commissioner Marty Makary to resign, capping turbulent tenure: report

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  • •FDA leadership transition mid-term signals internal/external pressure and potential regulatory uncertainty during a period of active pharmaceutical development and approvals
  • •Makary's departure may prompt reassessment of FDA policy directions and enforcement priorities depending on interim or permanent successor appointment
  • •Industry should monitor successor appointment and any signaled policy shifts regarding approval timelines, real-world evidence standards, and enforcement priorities
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Policy•Fierce Pharma•May 13, 2026

As public vaccine criticism quiets, RFK Jr. keeps safety inquiries running in background: NYT

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  • •HHS leadership is conducting vaccine safety investigations privately while the administration publicly moderates vaccine criticism
  • •This represents a potential divergence between public messaging and behind-the-scenes regulatory activity that could affect vaccine policy and pharmaceutical industry confidence
  • •Monitor for any formal policy announcements, regulatory changes to vaccine safety protocols, or shifts in vaccine approval/monitoring processes under continued HHS leadership
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Policy•Fierce Pharma•May 13, 2026

Eli Lilly pauses Indian obesity awareness campaign after regulatory notices: report

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  • •Eli Lilly paused its obesity awareness campaign in India due to regulatory non-compliance with prescription medicine advertising rules
  • •The incident underscores India's strict enforcement of pharma advertising regulations and the compliance complexity of disease awareness campaigns in emerging markets
Eli Lilly
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Policy•Fierce Pharma•May 13, 2026

EU advances scheme to bolster manufacturing autonomy, avert drug shortages

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  • •EU is implementing a comprehensive framework to boost domestic pharma manufacturing capacity and reduce reliance on external supply chains, driven by shortage prevention concerns.
  • •The initiative signals a broader EU policy pivot toward pharmaceutical sovereignty and supply chain security, with potential implications for manufacturing site selection and investment priorities across the industry.
  • •Monitor for: specific regulatory requirements, manufacturing incentives (tax breaks, subsidies, expedited approvals), timeline for framework implementation, and how this integrates with existing EU pharmaceutical regulations and trade agreements.
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Policy•STAT News•May 13, 2026

Opinion: RFK Jr.’s antidepressant deprescribing push gets one thing right — and others dangerously wrong

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  • •Deprescribing antidepressants is clinically legitimate but severely understudied and under-resourced—pharmaceutical trials have focused on efficacy, not discontinuation safety, creating a genuine evidence gap that policy should address responsibly
  • •The 2025 ASCP consensus identified 44 of 50 evidence-based deprescribing statements, confirming that patients with ≥3 lifetime depression episodes should remain on medication indefinitely, requiring individualized clinical judgment rather than broad population mandates
  • •A 2025 JAMA Psychiatry study found psychotherapy gains concentrated among younger, wealthy, urban, college-educated adults with private insurance—redirecting patients away from medication without expanding therapy access will worsen disparities and risks relapse in vulnerable populations
fluoxetineProzacbupropion
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Market Access

Market Access•Fierce Biotech•May 13, 2026

AstraZeneca pens agentic AI licensing deal with Owkin

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  • •AstraZeneca is integrating Owkin's agentic AI platform into its IT infrastructure and decision workflows to automate competitive intelligence, trial planning, and research analysis—part of a broader pharma trend toward autonomous AI agents
  • •The deal leverages multimodal patient data from 800+ hospitals and builds on prior AZ-Owkin collaboration on germline BRCA mutation screening, signaling commitment to operationalizing AI across multiple therapeutic areas
  • •Watch for evidence of development timeline acceleration or clinical trial efficiency gains, as well as potential expansion of the partnership scope or similar multi-year AI licensing deals across Big Pharma
AstraZenecaOwkin
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Market Access•Fierce Pharma•May 13, 2026

Pfizer, Arvinas win $85M upfront in Rigel licensing pact for new breast cancer med Veppanu

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  • •Pfizer commits $85M upfront plus up to $320M in milestones for Veppanu breast cancer rights, with evenly split royalties between Arvinas and Pfizer
  • •The deal structure indicates market confidence in Veppanu but raises questions about peak sales expectations and competitive positioning in breast cancer treatment
PfizerArvinasRigelVeppanu
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Market Access•Fierce Pharma•May 13, 2026

BioMarin consolidates staff at Amicus HQ after closing $4.8B deal for rare disease peer

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  • •BioMarin's $4.8B acquisition of Amicus Therapeutics has closed and integration planning is actively underway with headquarters consolidation in New Jersey
  • •Workforce consolidation suggests BioMarin is pursuing near-term cost synergy realization and operational efficiency gains from the deal
  • •Monitor for further announcements on portfolio rationalization, pipeline prioritization, and total cost savings targets from the combined entity
BioMarin PharmaceuticalAmicus Therapeutics
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Market Access•Fierce Pharma•May 13, 2026

Bayer's Eylea declines by 24%, bearing the brunt of biosmilar competition

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  • •Eylea's 24% Q1 sales drop signals that biosimilar penetration has reached a critical tipping point after the franchise previously showed greater resilience to competitive pressure
  • •The steepness of the decline suggests multiple biosimilars are now gaining meaningful market share simultaneously, reshaping the competitive dynamics in wet AMD and diabetic retinopathy treatment
  • •Monitor Bayer's upcoming guidance revisions, pipeline alternatives (including newer anti-VEGF candidates), and biosimilar adoption rates across major markets to assess long-term franchise recovery potential
BayerEyleaaflibercept
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Market Access•Fierce Pharma•May 13, 2026

Bicara Therapeutics hires Replimune, Sanofi alum as chief commercial officer

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  • •Bicara is preparing commercial infrastructure for a potential accelerated cancer drug approval in 2025
Bicara TherapeuticsReplimuneSanofi
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Clinical Trials

Clinical Trials•Fierce Pharma•May 13, 2026

Alkermes’ Lumryz hits phase 3 mark in another sleep disorder, fueling momentum from $2.4B Avadel acquisition

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  • •Lumryz phase 3 study achieved all primary and key secondary endpoints in a rare sleep disorder, validating the strategic rationale for Alkermes' substantial acquisition investment
  • •The positive readout indicates rapid clinical momentum and suggests potential for label expansion and revenue diversification from an already-marketed asset
  • •Monitor for regulatory submissions, competitive sodium oxybate landscape developments, and pipeline plans for additional sleep disorder indications to assess full value realization from the Avadel deal
AlkermesAvadelLumryzsodium oxybate
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Clinical Trials•Fierce Biotech•May 12, 2026

AstraZeneca’s $800M bet undermined by immunogenicity in phase 3

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  • •Eneboparatide's 31.1% response rate substantially trails Yorvipath's 68.9-79%, with immunogenicity confirmed as a major driver of lost efficacy over treatment duration
  • •AstraZeneca's $800M acquisition of Amolyt Pharma is now at risk; the efficacy gap may be difficult to overcome in regulatory review or payer negotiations versus an already-approved comparator
  • •Watch for: regulatory feedback on immunogenicity mitigation strategies, whether AstraZeneca pursues label restrictions/patient selection, and competitive implications for other PTH-1 agonist programs (MBX Biosciences)
AstraZenecaAscendis PharmaMBX BioscienceseneboparatideYorvipath
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Clinical Trials•Fierce Biotech•May 12, 2026

Kyverna begins rolling submission for autoimmune CAR-T as FDA requests more natural history analysis

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  • •FDA agreed that single-arm KYSA-8 data is sufficient for BLA support, resolving a major regulatory risk that has shadowed cell/gene therapy approvals since the uniQure Huntington's pushback
  • •KYSA-8 showed 46% median improvement on timed 25-foot walk at 16 weeks in 26 SPS patients versus no/minimal improvement in natural history cohort over 10 years, providing compelling comparative context
  • •Monitor Q4 2026 BLA completion and H2 2026 one-year KYSA-8 follow-up data release for potential accelerated approval timeline and label implications for durability
Kyverna TherapeuticsOmerosAbbViemiv-celmivocabtagene autoleucel
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Clinical Trials•Fierce Biotech•May 13, 2026

Takeda 0 for 4 against nausea and vomiting after axing another asset

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  • •Takeda has now terminated four consecutive nausea and vomiting programs (TAK-951, TAK-105, TAK-510, TAK-906, and now TAK-004) between 2022 and early 2025, indicating systematic failure in this franchise
  • •TAK-004 was re-entered into human testing in late 2024 but faced immediate discontinuation post-phase 1, suggesting early-stage safety, tolerability, or immunogenicity signals warranted halting development
  • •Takeda's explicit pivot away from nausea and vomiting represents a strategic retreat from a therapeutic area; investors should monitor whether the company signals re-entry or confirms permanent exit from this indication
TakedaTAK-004TAK-951TAK-105
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Clinical Trials•Endpoints News•May 12, 2026

Alkermes' narcolepsy Phase 3 success; Boehringer's antibody deal

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  • •Alkermes' narcolepsy drug Lumryz met primary endpoints in Phase 3, de-risking the regulatory pathway toward approval
  • •Positive Phase 3 data strengthens Alkermes' CNS franchise and enhances the company's commercial prospects in the narcolepsy market
  • •Monitor for FDA submission timing and potential competitive positioning against existing narcolepsy therapies
AlkermesBoehringer IngelheimVistagentherLumryz
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