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Wednesday, July 15, 2026

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Policy

PolicyFierce BiotechJul 14, 2026

FDA plans to release more drug rejection letters as controversial policy resumes

background
  • FDA confirmed resumption of CRL publication policy after April pause, with 14 letters released in July and more planned, marking a significant shift toward drug development transparency
  • Pharma industry opposition centers on unredacted disclosure of confidential information and competitive harm, with at least one major company formally challenging the policy through citizen petition
  • FDA working to formalize redaction protocols and proposing regulatory authority for commissioner—watch for final rule and whether industry legal challenges succeed in blocking or modifying the policy
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PolicySTAT NewsJul 15, 2026

Flood of comments on White House grantmaking overhaul is largely negative, analysis shows

background
  • 95% of public comments oppose the Uniform Guidance changes, signaling near-universal scientific community rejection of politicized federal grantmaking
  • The proposal would empower political appointees to override peer review recommendations and terminate grants at will—a structural shift threatening research continuity and industry R&D pipelines dependent on stable federal funding
  • Watch for OMB's final rule issuance and legal challenges from research institutions and advocacy groups citing First Amendment and congressional appropriations concerns; biotech companies should prepare contingency plans for reduced NIH funding certainty
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PolicySTAT NewsJul 15, 2026

Opinion: Why we still don’t know what foods are the source of the cyclospora outbreak

background
  • Despite nearly 7,000 cases across 34 states, the CDC cannot definitively identify the food source or determine whether this is one outbreak or multiple clusters—a critical failure of outbreak investigation infrastructure
  • Public health surveillance and traceability systems have been systematically weakened through budget cuts and staffing reductions, hampering the ability to identify cyclospora sources compared to faster-responding pathogens like salmonella
  • Misinformation and false certainty fill the information vacuum (vinegar soaks, unsubstantiated Taco Bell recall), creating false reassurance that may leave consumers vulnerable while avoiding the actual contaminated food source
Taco Bell
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PolicyEndpoints NewsJul 14, 2026

What's next for BINSA, the House bill restricting China deals

background
  • BINSA represents a meaningful shift toward protectionist biotech policy with potential to disrupt longstanding US-China partnerships and funding structures in the industry
  • Bipartisan support signals this is not a partisan issue and increases likelihood of some form of legislative action, though the final bill scope remains in flux
  • Industry awaits clarity on which deal types will be restricted, grandfather clauses for existing partnerships, and enforcement mechanisms
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PolicySTAT NewsJul 14, 2026

As cyclospora illnesses surge to a record, Michigan officials eye lettuce as a possible cause

background
  • 2026 is already the worst year on record for cyclospora infections in the U.S., surpassing 2019's 4,700 cases with more than 30 states affected and Michigan accounting for over 3,300 confirmed cases
  • Early evidence points to lettuce and salad greens as the likely source in at least four states (Michigan, Ohio, Kentucky, West Virginia), prompting FDA traceback investigations and precautionary measures by food distributors
  • Monitor FDA traceback investigation outcomes and whether a specific produce supplier or distribution chain is identified; track whether cyclospora detection improvements and climate factors continue to drive case identification upward
Taco Bell
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Market Access

Market AccessFierce BiotechJul 15, 2026

Attovia files for IPO to take on Sanofi and Regeneron’s Dupixent

background
  • Attovia positions ATTO-1310 as a superior alternative to Nemluvio by targeting IL-31 ligand rather than receptor alpha, potentially enabling higher dosing and deeper itch relief in a multi-billion-dollar market
  • Early-stage phase 1b data (65% responder rate vs. 0% placebo) is encouraging but represents a small, early cohort; clinical validation in phase 2 will be critical to validate differentiation claims
  • Watch phase 2 trial initiation and readouts in 2025-2026, competitive landscape evolution as multiple IL-31 programs advance, and whether market can support multiple IL-31 inhibitors alongside entrenched Dupixent franchise
Attovia TherapeuticsSanofiRegeneronATTO-1310DupixentNemluvio
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Market AccessFierce BiotechJul 14, 2026

With FDA approval for its breast cancer blockbuster hopeful, Celcuity could ‘belong in the hands’ of a Big Pharma

background
  • FDA approval of gedatolisib (Revtorpyk) for second-line HR+/HER2- breast cancer without PIK3CA mutations, with evidence of 48.6 months median PFS in first-line phase 1b—nearly double the 24-month standard of care—supporting blockbuster potential claims.
  • Commercial scalability challenged by IV administration requiring regular infusion center visits; Celcuity developing injectable form as critical next-generation product to unlock first-line market and multi-year patient treatment adherence.
  • Supplemental application planned for Q3 2024 for PIK3CA-mutant population; future approvals in prostate cancer and first-line breast cancer essential to achieve the company's $10B valuation thesis and justify Big Pharma acquisition interest.
CelcuityPfizerNovartisgedatolisibRevtorpykfulvestrant
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Market AccessEndpoints NewsJul 15, 2026

I&I startup Attovia files to go public as biotech listings momentum builds

background
  • Attovia Therapeutics has filed for IPO, bringing the pending biotech listing count to three
Attovia Therapeutics
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Market AccessFierce BiotechJul 14, 2026

Chai brews up $400M series C to fuel AI molecule models used by Lilly, Novartis and Pfizer

background
  • Three pharma giants (Lilly, Pfizer, Novartis) are now actively using Chai's AI models in production, signaling transition of AI drug discovery from research to commercial deployment within major drugmakers
  • Chai-2 preprint data show 16% hit rate in de novo antibody design, potentially eliminating the need for high-throughput screening in certain discovery workflows
  • Watch for: clinical trial readouts from Lilly, Pfizer, or Novartis programs that leverage Chai's AI-designed molecules; evidence of pipeline acceleration or cost reduction in partner discovery programs; competitive responses from other AI drug discovery platforms
Chai DiscoveryEli LillyPfizerChai-1Chai-2Chai-3
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Market AccessFierce BiotechJul 14, 2026

Summit sells failed antibiotic to OpenAI-backed startup in $105M deal

background
  • Biossil represents an emerging business model: acquiring failed assets from larger pharma/biotech companies and investing in de novo clinical trials to challenge previous failure conclusions
  • Summit's discarding of ridinilazole reflects the opportunity cost of portfolio management—a once-priority asset became expendable following ivonescimab's success, demonstrating how competitive advantage in biopharma quickly renders previous investments obsolete
Summit TherapeuticsBiossilOpenAIridinilazoleivonescimabvancomycin
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Clinical Trials

Clinical TrialsFierce BiotechJul 14, 2026

Biogen defends anti-tau drug after stock slides on Alzheimer’s readout

background
  • Diranersen is the first anti-tau drug to demonstrate both significant tau biomarker reduction and clinical cognitive benefit in a human trial, establishing proof-of-concept for the tau-targeting approach in Alzheimer's disease
  • The 60 mg dose every six months via intrathecal infusion showed superior clinical outcomes with a favorable safety profile (manageable post-infusion confusion) compared to more frequent anti-amyloid antibody dosing and carries no amyloid-related amyloidosis risk
  • Watch for phase 3 trial design and whether diranersen will be studied as monotherapy or in combination with anti-amyloid agents; combination potential with Leqembi/Kisunla could unlock significant commercial advantage
BiogenIonis PharmaceuticalsEli LillydiranersenLeqembiKisunla
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Clinical TrialsFierce BiotechJul 15, 2026

Study shows promise of brain interface training to aid neuropsychiatric patients

background
  • EEG-based BCI feedback on error positivity (Pe) enabled improved perception of small visuomotor errors beyond conventional training capability in a proof-of-concept study
  • Findings suggest potential cognitive enhancement applications across multiple neuropsychiatric conditions and non-medical domains, though clinical translation remains early-stage and unvalidated
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Clinical TrialsFierce BiotechJul 14, 2026

CEPI-backed Ebola vaccine set to enter phase 1 trials

background
  • ChAdOx1 BDBV is the first vaccine candidate against Bundibugyo Ebola to enter human trials, using the same proven adenoviral vector platform as the AstraZeneca COVID-19 vaccine
  • CEPI's $8.6 million partnership ensures manufacturing readiness with 620,000 doses pre-manufactured, enabling rapid scale-up if phase 1 succeeds and late-stage trials are initiated
  • Multiple vaccine platforms competing simultaneously (viral vector, mRNA, rVSV) signal robust portfolio approach; watch for phase 1 safety and immunogenicity data in coming months and any accelerated regulatory pathway decisions
University of OxfordSerum Institute of IndiaCoalition for Epidemic Preparedness Innovations (CEPI)ChAdOx1 BDBVErveboLagevrio
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Clinical TrialsFierce BiotechJul 14, 2026

Over half of clinical trial sites see recruitment hindered by inefficiencies: survey

background
  • 59% of clinical trial sites report recruitment hindered by inefficient processes, with 80% of trials experiencing recruitment delays industry-wide
  • 52% of sites use at least four different pre-screening tools, indicating fragmented workflows; 27% spend >20 hours/week on referral review alone
  • 70% of trial professionals believe AI-powered patient matching could increase eligibility detection pre-site, signaling industry openness to technology solutions despite current adoption gaps
myTomorrowsRare Disease Research
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Clinical TrialsEndpoints NewsJul 14, 2026

Draig nets $65M to advance depression drug aimed at rebuilding synapses

background
  • Draig secured $65M Series B (oversubscribed) to advance neuropsychiatry pipeline centered on a depression drug with a novel synaptic rebuilding mechanism
  • The funding validates investor interest in Draig's approach to depression treatment and positions the company to accelerate clinical development
Draig Therapeutics
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