ColocalBio

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

Friday, July 3, 2026

← Back to archive

Policy

PolicyEndpoints NewsJul 3, 2026

When clinical AI gets real

background
  • Cadence secured $100 million Series funding for clinical AI applications aimed at automating medical care delivery
Cadence
→ Read original article
PolicyEndpoints NewsJul 2, 2026

Scribe Therapeutics files for IPO in test of appetite for early-stage biotechs

background
  • Early-stage gene editing biotech Scribe Therapeutics is pursuing public markets, signaling confidence in investor demand for nascent biotech despite recent IPO market volatility
Scribe Therapeutics
→ Read original article
PolicyEndpoints NewsJul 2, 2026

Court halts Colorado price cap on Amgen's blockbuster Enbrel

background
  • Federal court blocked Colorado's 70% price cap on Enbrel, granting Amgen's preliminary injunction and signaling likely success on the merits
  • This ruling may set precedent limiting states' ability to unilaterally impose drug price controls, creating uncertainty for similar pending state legislation
  • Watch for potential appeals, other state legislative responses, and whether Colorado's law survives on constitutional grounds
AmgenEnbrel
→ Read original article
PolicyEndpoints NewsJul 2, 2026

Vertex's sickle cell therapy approved for kids; United Therapeutics buys startup

background
  • Casgevy pediatric approval expands the patient population eligible for this landmark CRISPR therapy, likely enhancing its market penetration and revenue potential
  • This regulatory decision reinforces CRISPR gene therapy's clinical viability and safety profile in younger populations, with implications for future gene-editing therapies in development
  • Watch for real-world evidence on treatment durability, long-term safety outcomes, and uptake rates in pediatric populations, as well as payer coverage decisions for this high-cost therapy
Vertex PharmaceuticalsUnited TherapeuticsCasgevyexagamglogene autotemcel
→ Read original article
PolicyEndpoints NewsJul 2, 2026

Galderma gets CRL for anti-wrinkle drug; Kimball buys CDMO for $103M

background
  • Galderma's anti-wrinkle drug CRL represents a significant setback for a dermatology-focused company in a competitive cosmetic/therapeutic market, with unclear timelines for resubmission
  • Kimball's $103M CDMO acquisition signals strategic vertical integration in manufacturing capabilities, though limited detail is provided on rationale or impact
GaldermaKimballLonza
→ Read original article

Market Access

Market AccessFierce BiotechJul 2, 2026

Fosun pays $32M to join Lilly and Novartis in fiercely competitive psoriasis market

background
  • Roconkibart demonstrated strong efficacy in Phase 3 (91% achieving ≥90% improvement at 16 weeks; 65% achieving 100% improvement at 52 weeks), comparable to recently approved competitors like Akeso's gumokimab
  • The IL-17A psoriasis market in China is saturated with at least 6 approved drugs plus multiple pending candidates, significantly limiting differentiation and pricing power for new entrants
  • Monitor roconkibart's Chinese regulatory decision and post-approval market penetration—commercial success will depend on payer reimbursement, patient access programs, and head-to-head positioning against established and incoming competitors
Fosun PharmaFosun Wanbang PharmaceuticalJunshi BiosciencesroconkibartJS005Cosentyx
→ Read original article
Market AccessEndpoints NewsJul 2, 2026

Sandoz launches direct-to-consumer platform with growth disorder drug

background
  • Sandoz is entering the direct-to-consumer market, a strategic shift for a traditional generics manufacturer moving into brand-like commercial models
  • The platform launches with a growth disorder medication, suggesting focus on specialty/pediatric segments with higher margin potential than commodity generics
Sandoz
→ Read original article
Market AccessEndpoints NewsJul 2, 2026

After landmark deal, AstraZeneca goes to CSPC again in up to $1.7B pact

background
  • AstraZeneca is doubling down on its relationship with CSPC through a second major deal worth up to $1.7B, signaling strong confidence in the partnership model
  • The rapid succession of two landmark deals with the same Chinese partner within six months suggests accelerated commercialization plans for AstraZeneca's portfolio in China
  • Watch for details on which drug programs are covered under this new agreement and how this expands beyond the initial landmark deal
AstraZenecaCSPC (China Pharmaceutical Group)
→ Read original article
Market AccessEndpoints NewsJul 2, 2026

IPF biotech Celea gets $180M to follow paths of PureTech's Karuna, Seaport

background
  • Celea Therapeutics raises $180M to advance IPF-focused pipeline, leveraging PureTech Health's established spinout-to-commercialization model
  • Company aspires to follow proven exit/commercialization paths of Karuna Therapeutics and Seaport Therapeutics, both PureTech-affiliated successes
Celea TherapeuticsPureTech HealthKaruna Therapeutics
→ Read original article

Clinical Trials

Clinical TrialsFierce BiotechJul 2, 2026

Roche orchestrates phase 3 KRAS lung cancer win over Amgen, BMS

background
  • Divarasib met its primary endpoint (PFS) and key secondary endpoint (OS) in phase 3, establishing statistically significant superiority over both Lumakras and Krazati in previously treated KRAS G12C NSCLC
  • Roche's late-entrant KRAS G12C inhibitor can challenge Amgen and BMS despite their 2-3 year market lead, given incumbent underperformance (Lumakras ~$363M 2024 sales; Krazati ~$205M 2024 sales)
  • Watch for full trial data presentation at medical meetings and EMA/FDA submissions planned for 2027; results from ongoing first-line and adjuvant trials will determine peak sales potential ($1.2-$2.5B CHF forecast)
RocheAmgenBristol Myers SquibbdivarasibLumakrasKrazati
→ Read original article
Clinical TrialsEndpoints NewsJul 2, 2026

Revolution Medicines shares promising data around KRAS drug combination

background
  • Revolution Medicines is advancing to Phase 3 testing of a KRAS drug combination based on early-stage data, representing meaningful pipeline progression in an increasingly crowded KRAS market
  • The dual-agent approach suggests potential for overcoming resistance mechanisms that limit single-agent KRAS inhibitor efficacy
  • Watch for Phase 3 readout timing and competitive outcomes from Amgen, Mirati, and other KRAS players pursuing combination strategies
Revolution MedicinesKRAS inhibitor (specific agents not named in article)
→ Read original article
Clinical TrialsEndpoints NewsJul 2, 2026

Otsuka reports long-term kidney data key to Voyxact's bid for full approval

background
  • Otsuka presented long-term data for Voyxact targeting conversion from accelerated to full FDA approval in kidney disease
  • Data package directly addresses post-marketing study requirements tied to the accelerated approval pathway
  • Long-term efficacy and safety durability will be central to regulatory decision on full approval
OtsukaVoyxact
→ Read original article