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

Monday, May 18, 2026

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Policy

PolicySTAT NewsMay 18, 2026

Opinion: How to restore credibility to the CDC’s vaccine advisory committee

background
  • Federal court invalidated HHS Secretary Kennedy's January 2025 reconstitution of ACIP and removal of six vaccines, restoring prior recommendations and signaling likely illegality of the administration's actions
  • ACIP's evidence-to-recommendation framework and traditional transparent deliberation processes were abandoned in favor of politically-driven decision-making that contradicted federal scientific experts and medical societies
  • The committee remains non-functional for new vaccine recommendations pending resolution of the legal challenge; stakeholders must act to restore institutional integrity and public confidence in vaccine advisory processes
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PolicyFierce PharmaMay 18, 2026

Roche's ctDNA-guided approach in post-surgical bladder cancer pays off with Tecentriq nod

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  • FDA approved Tecentriq label expansion for post-surgical bladder cancer using ctDNA-guided patient selection via Signatera companion diagnostic, representing a precision medicine approach to adjuvant immunotherapy.
  • This approval establishes Signatera as a clinically validated biomarker tool in bladder cancer management and strengthens Natera's companion diagnostic portfolio alongside Roche's therapeutic franchise.
  • Watch for payer coverage decisions, real-world implementation rates in urology practices, and potential competitive responses from other checkpoint inhibitors seeking similar MRD-guided indications in bladder and other solid tumors.
RocheNateraTecentriqatezolizumabSignatera
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PolicyFierce PharmaMay 18, 2026

After Makary departure, CDER chief Tracy Beth Høeg likely headed out at FDA: report

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  • Two senior FDA leaders departing in rapid succession creates uncertainty around drug review leadership and potential policy shifts at CDER, the division responsible for evaluating most pharmaceutical submissions
  • Leadership turnover at this level could affect review timelines, approval standards, and regulatory priorities for the industry
  • Watch for confirmation of Høeg's departure and identification of interim/permanent replacements; any signaling about changes to review standards or drug approval philosophy
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PolicyFierce PharmaMay 18, 2026

SCOTUS temporarily restores telehealth access to abortion pill mifepristone

background
  • SCOTUS temporarily preserved telehealth and mail-order access to mifepristone, blocking the Fifth Circuit's more restrictive ruling that would have immediately eliminated remote prescribing
  • The underlying legal challenge to mifepristone's availability remains active; this emergency order does not resolve the case on the merits and access could still be restricted by future court decisions
  • Monitor SCOTUS's handling of the full case and any emergency motions—this issue will likely return to the Court and could result in either expanded protections or significant access restrictions
mifepristone
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PolicyFierce PharmaMay 18, 2026

Health execs persevere in new policy landscape

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  • Healthcare executives are finding strategic opportunities despite sustained U.S. policy uncertainty and international market volatility
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Market Access

Market AccessFierce BiotechMay 18, 2026

Ardent Health taps Fujifilm’s AI-enabled patient imaging platform

background
  • Fujifilm's Synapse PACS secured deployment across a significant regional health system (30+ hospitals, 280+ sites), validating market demand for unified imaging and EHR integration
  • AI-enabled prioritization and remote mobile access position diagnostic imaging as a workflow efficiency tool, reflecting industry shift toward clinician-centric design
Fujifilm Healthcare Americas Corp.Ardent Health
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Market AccessFierce PharmaMay 18, 2026

Eisai's slow push toward blockbuster Leqembi sales gains steam with $900M forecast

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  • Leqembi sales doubled year-over-year with $900M forecast, demonstrating the early-stage amyloid antibody market is expanding beyond niche early-symptomatic AD population
  • The revenue trajectory suggests overcoming prior bottlenecks in diagnosis, patient selection, infusion center capacity, and payer reimbursement that constrained 2024 uptake
  • Monitor competitive dynamics as donanemab gains market share, potential label expansions to milder cognitive impairment, and whether Leqembi can sustain blockbuster status amid safety signal scrutiny (amyloid-related imaging abnormalities)
EisaiBiogenLeqembilecanemab
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Market AccessFierce PharmaMay 18, 2026

As biologics dominate biopharma pipelines, manufacturing hurdles trip up new launches: report

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  • Manufacturing complexity and capacity constraints are becoming a material bottleneck for biologic launches—a systemic industry problem rather than isolated to individual companies
  • Cell and gene therapies face particularly acute manufacturing hurdles due to process complexity and limited CDMO capacity
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Market AccessFierce PharmaMay 18, 2026

Doceree launches Daily Command, an AI platform for brand teams co-built by pharma leaders

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  • Doceree introduces Daily Command as a new AI-powered software category targeting pharmaceutical brand teams to streamline campaign management and deployment
Doceree
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Market AccessFierce PharmaMay 18, 2026

Fierce Pharma Asia—BMS-Hengrui's $15B deal; Takeda’s 4.5K layoffs; Daiichi’s oncology ambition

background
  • BMS-Hengrui's $15.2B deal represents one of the largest pharma partnerships with a Chinese biotech, signaling major strategic shifts in China market access and innovation collaboration
  • Takeda's 4,500-person layoff (fiscal 2026 target) indicates cost-pressure across the industry and potential portfolio/pipeline rationalization
  • Daiichi Sankyo's oncology expansion beyond ADCs reflects competitive pressure in the oncology space and suggests potential M&A or licensing activity to achieve top-5 status
Bristol Myers SquibbHengrui PharmaceuticalsTakeda
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Clinical Trials

Clinical TrialsFierce BiotechMay 18, 2026

Analysts ‘shaking heads’ after Regeneron melanoma drug fails to beat Keytruda in phase 3 trial

background
  • Fianlimab + Libtayo missed statistical significance versus Keytruda monotherapy in first-line melanoma despite numerically superior median PFS, driven by late curve separation and marginal p-value
  • This is Regeneron's second major phase 3 pipeline failure in 12 months (following itepekimab's COPD trial failure), significantly damaging investor confidence and forcing major analysts to remove fianlimab from models entirely
  • Regeneron's near-term credibility now rests on Factor XI antibodies (pivotal data expected 2027) and cemdisiran-pozelimab combination readouts (geographic atrophy and PNH trials due in 2024); failure to deliver clean positives would compound the pipeline crisis
RegeneronMerck & Co.SanofifianlimabLibtayoKeytruda
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Clinical TrialsEndpoints NewsMay 15, 2026

Aardvark's next move after clinical hold; Alumis' verdict on Acelyrin asset

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  • Aardvark is unblinding its rare disease trial after receiving a clinical hold from the FDA, indicating active engagement with regulators to resolve safety or efficacy concerns
  • Multiple companies have concurrent pipeline developments (Aardvark, Alumis, Tenaya, Taihо) suggesting broad industry activity in specialized therapeutics
Aardvark TherapeuticsAlumisTenaya TherapeuticsTN-401Inqovi
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Clinical TrialsFierce BiotechMay 18, 2026

Ipsen unveils data for Botox rival that drove long-acting anti-wrinkle jab into phase 3

background
  • Corabotase demonstrated clinically meaningful superiority over Dysport at week 24 (60.8% vs 36.7%), suggesting potential for extended durability in the $7+ billion global botulinum toxin market
  • Phase 2 onset of action was rapid (0.84 days) with 66% achieving two-grade improvement by week 4, supporting patient satisfaction (83%) and commercial viability
  • Ipsen secured full ownership following January tribunal dismissal of Galderma's claim, positioning the company to capture full value; phase 3 advancement and two additional aesthetic indications under investigation represent near-term catalysts
IpsenAbbVieAllergancorabotaseIPN10200Botox
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Clinical TrialsFierce BiotechMay 18, 2026

Transforming neurodegenerative disease treatment

background
  • Zervimesine demonstrates clinical efficacy in slowing AD progression and substantially reducing neuropsychiatric symptoms in DLB patients, with particularly strong effects on psychosis, delusions, and hallucinations
  • DLB remains significantly underdiagnosed and underfunded relative to Alzheimer's, creating both a clinical need and commercial opportunity for novel therapies in this indication
  • Watch for regulatory milestones including FDA guidance meetings, IND/NDA filings, and Phase 3 trial readout timelines for both AD and DLB indications
Cognition Therapeuticszervimesine
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Clinical TrialsFierce BiotechMay 18, 2026

Executing biomarker-driven oncology trials

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  • Biomarker-gated trials further narrow patient populations, driving high screen failure rates and increased site burden—a critical operational challenge for sponsors developing precision oncology drugs
Allucent
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