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Thursday, June 11, 2026

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Policy

PolicySTAT NewsJun 11, 2026

Opinion: How long Covid’s scientific stalemate made it politically erasable

background
  • Federal long Covid research infrastructure has been deliberately dismantled through grant terminations, advisory committee dissolution, and office closures, representing a major policy reversal with direct patient impact
  • The scientific community's inability to establish clear biomarkers and develop targeted interventions made long Covid vulnerable to political defunding, despite affecting millions of Americans
  • 80% of dedicated post-Covid clinics have closed, forcing patients into primary care settings unprepared to manage the condition, with documented severe economic consequences (43% work cessation, 33% debt incurrence at one major clinic)
→ Read original article
PolicySTAT NewsJun 10, 2026

OB-GYN association, deviating from CDC guidance, issues its own vaccine recommendations

background
  • ACOG recommends routine administration of influenza and Covid-19 vaccines during pregnancy, directly contradicting withdrawn CDC recommendations under current HHS leadership
  • The split reflects a fundamental breakdown in CDC authority and expertise-driven vaccine policy, with professional medical societies establishing independent guidance to fill the vacuum
  • Pfizer's Abrysvo (RSV vaccine) market positioning is affected by the divergent guidance on booster schedules, with ACOG mirroring CDC's one-pregnancy limitation pending further data
PfizerAbrysvoTdapRSV vaccine
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PolicyFierce PharmaJun 11, 2026

Pfizer CEO Bourla reconsiders German investments as industry takes aim at healthcare reform plan: Reuters

background
  • Pfizer CEO publicly escalates concerns about German healthcare reform by directly communicating with Chancellor Merz, indicating the plan poses meaningful business risks to the company
  • The pharma industry is collectively opposing the reform, suggesting sector-wide implications beyond a single company's operations
Pfizer
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PolicyFierce PharmaJun 11, 2026

AI medical advice changes care decisions of most users: survey

background
  • Two-thirds of surveyed AI medical advice users acted on recommendations without physician consultation, indicating potential patient safety risks from unregulated health guidance
  • The trend suggests a regulatory gap: AI-generated medical advice currently lacks FDA or comparable oversight, creating liability and safety concerns for the pharmaceutical and healthcare industries
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PolicySTAT NewsJun 11, 2026

Opinion: We published in Nature Medicine in 2025 for free. In 2026, it cost us $12,850

background
  • The NIH's well-intentioned open-access mandate has inadvertently shifted publishing costs to researchers, with for-profit publishers charging $4,840–$12,850 per article to remove embargo periods on author-accepted manuscripts.
  • Springer Nature, Elsevier, and Wiley (controlling >7,500 journals) have refused to adopt zero-embargo policies and instead weaponized open-access fees to maintain revenue streams from federally funded research.
  • This creates a sustainability crisis for NIH-funded research teams: Ph.D. students publishing 3+ papers per degree and productive labs publishing dozens of papers annually now face thousands in publishing costs per paper, forcing difficult choices about journal selection and institutional budgets.
Springer NatureElsevierWiley
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Market Access

Market AccessFierce BiotechJun 10, 2026

Novartis sticks 2nd deal with molecular glue biotech Orionis, this one worth up to $1.4B

background
  • Novartis commits $1.44 billion total value ($40M upfront + $1.4B milestones) to second Orionis deal, signaling deepened confidence in the molecular glue platform after initial 2020 collaboration
  • Molecular glue technology continues attracting major pharma investment across the sector (Eli Lilly-Magnet, Gilead-Kymera, Roche-Genentech partnerships noted), indicating class-wide validation
  • Watch for clinical readout timelines on Orionis pipeline candidates (ORB-011, ORB-021) and whether Novartis programs from this collaboration enter IND/clinical stages
NovartisOrionis BiosciencesRocheORB-011ORB-021
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Market AccessFierce PharmaJun 11, 2026

Eli Lilly yells ‘action’ on authentic patient portrayals at Tribeca Festival

background
  • Eli Lilly is leveraging entertainment partnerships and film festivals as part of a patient advocacy and brand-building strategy
Eli Lilly
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Market AccessFierce PharmaJun 11, 2026

Teva to lay off 250 at API unit as search for new owner drags on: report

background
  • Teva is reducing its CDMO workforce by 250 positions over 24 months as divestiture efforts continue
  • The layoffs suggest the CDMO sale process is taking longer than anticipated, prompting cost optimization
  • Outcome of the divestiture search and timing of a potential transaction remain uncertain
Teva Pharmaceutical
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Market AccessFierce PharmaJun 11, 2026

Genentech and Novartis dish up food allergy microdrama series

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  • Patient engagement and disease awareness campaign rather than a clinical or regulatory development
GenentechNovartis
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Market AccessEndpoints NewsJun 10, 2026

Rare disease biotech Beren adds $300M from new financings

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  • Beren raised $300M in new capital to prepare for rare disease drug launch following pending FDA decision
  • Financing timing suggests company expects favorable regulatory outcome in fall 2024
Beren Therapeutics
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Clinical Trials

Clinical TrialsFierce BiotechJun 10, 2026

Ethyreal Bio manifests with $101M in pack of biotechs gunning for Amgen’s Tepezza

background
  • Ethyreal Bio's $101M funding and ETHY-001 anti-TSHR antibody represent a novel mechanistic approach to dual TED/GD treatment, differentiating from IGF-1R-focused competitors like Viridian's veligrotug
  • The TED/GD market is experiencing significant consolidation and competition with 8+ companies across multiple modalities, suggesting substantial perceived commercial opportunity but increasing clinical and commercial risk
  • Watch for Endocrine Society 2026 meeting data on ETHY-001 preclinical efficacy, Viridian's FDA decision outcome, and clinical readouts from other TSHR antagonist programs to clarify competitive positioning
Ethyreal BioAmgenAtlas VentureETHY-001Tepezzaveligrotug
→ Read original article
Clinical TrialsFierce BiotechJun 10, 2026

Big Pharma-backed SonoThera sounds off with $125M series B for bubble-based genetic delivery

background
  • SonoThera's microbubble-ultrasound platform enables delivery of full-length dystrophin gene (13+ kb) to DMD patients—a payload 3x larger than current AAV vectors can accommodate, positioning it as potentially the only approach attempting full-length dystrophin delivery.
  • Significant pharma validation: four major pharmaceutical venture arms (UCB, Bayer, Otsuka, J&J) co-invested, indicating industry recognition of the platform's potential to solve critical delivery constraints limiting current gene therapy applications.
  • Watch for: DMD clinical trial initiation in 2024 and early efficacy/safety data; regulatory pathway clarity for novel ultrasound-based delivery; competitive positioning against Sarepta's shortened-gene approaches and emerging in vivo gene editing platforms.
SonoTheraVida VenturesUCB (Union Chimique Belge)Elevidysdystrophin gene therapy (full-length, SonoThera)
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Clinical TrialsFierce BiotechJun 10, 2026

ADA: Novo’s Lange says ‘jury still out’ on CagriSema amid tough retatrutide comparisons

background
  • CagriSema demonstrated inferior weight loss (23%) versus retatrutide (28-30%) at ADA, marking a significant efficacy gap that Novo acknowledges but attributes to incomplete trial data
  • CagriSema showed superior HbA1c reduction in Type 2 diabetes (1.91% vs retatrutide's ~1.9%), suggesting potential differentiation in the diabetes-focused segment
  • Novo's Redefine 11 trial outcome is critical to watch—the company expects higher weight loss data that could narrow the competitive gap with retatrutide
Novo NordiskEli LillyRBC Capital MarketsCagriSemacagrilintidesemaglutide
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Clinical TrialsFierce BiotechJun 10, 2026

GLP-1s may combat depression by multiplying a mood-boosting gut microbe

background
  • GLP-1 drugs may exert antidepressant effects via a gut-microbiome pathway independent of GLP-1 receptor activation in the brain, explaining conflicting clinical observations about their psychiatric effects.
  • The mechanism involves GLP-1-mediated proliferation of L. delbrueckii bacteria and production of 2-AG, with preclinical evidence of symptom improvement in depressed mice.
  • Human clinical trials will be needed to validate this gut-brain pathway and determine whether it explains variable psychiatric outcomes observed in GLP-1 patients; Novo Nordisk and Eli Lilly have not yet engaged with the research team.
Novo NordiskEli Lillyliraglutidesemaglutidetirzepatide
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Clinical TrialsEndpoints NewsJun 10, 2026

SonoThera raises $125M for non-viral gene therapy approach

background
  • SonoThera has secured substantial Series B capital ($125M) to advance a novel non-viral ultrasound gene delivery approach, addressing a key technical challenge in gene therapy
  • The company's focus on Duchenne muscular dystrophy represents a high-value indication with significant unmet need and regulatory pathways for rare disease designation
SonoThera
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