ColocalBio

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

Thursday, September 17, 2026

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Policy

Policy•STAT News•Sep 17, 2026

Opinion: What happened to oppositional defiant disorder?

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  • •ODD diagnosis has become conspicuously absent from clinical practice despite being historically one of the most common behavioral diagnoses in child psychiatry
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Policy•STAT News•Sep 17, 2026

New lawsuit argues NIH violated First Amendment rights of grant applicants

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  • •NIH is using computational text analysis tools to systematically screen grants for ideologically disfavored language, forcing researchers to self-censor critical terminology in their field
  • •If successful, this class action lawsuit could invalidate NIH's screening process government-wide and restore funding for hundreds of terminated or modified research grants across the biomedical landscape
  • •Monitor outcome of this First Amendment case and parallel Administrative Procedures Act challenges; potential ruling could fundamentally reshape federal research funding priorities and researcher autonomy
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Policy•Endpoints News•Sep 16, 2026

Drugmakers cooperate with House probe of China trial sites

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  • •Congressional probe into clinical trials at Chinese military hospitals signals escalating regulatory and political scrutiny of pharma's reliance on Chinese trial sites
  • •Five major pharma companies voluntarily cooperating suggests potential reputational or compliance concerns with existing trial practices in China
  • •Outcome could trigger new FDA guidance on foreign trial site oversight, stricter data validation requirements, or legislation limiting trial conduct in sensitive geopolitical jurisdictions
Unspecified (5 large pharmaceutical companies)
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Policy•Endpoints News•Sep 16, 2026

FDA faces questions on 'America First' provisions in latest user fee agreement

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  • •Academic leaders are publicly questioning the efficacy and actual impact of 'America First' incentives embedded in the FDA's latest user fee agreement
  • •The debate highlights tension between protectionist policy rhetoric and real-world benefits for the U.S. pharmaceutical industry
  • •Watch for FDA response to these concerns and potential modifications to implementation of the user fee agreement provisions
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Policy•Endpoints News•Sep 16, 2026

Novo signs Anthropic deal to test Claude Science in R&D

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  • •Novo Nordisk is testing Claude AI for R&D applications, reflecting broader pharma adoption of generative AI tools
  • •This partnership extends Anthropic's footprint in life sciences following similar engagements with other pharmaceutical companies
Novo NordiskAnthropic
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Market Access

Market Access•Fierce Biotech•Sep 16, 2026

CEO O’Day tells Fierce how Gilead’s cancer, inflammation expansion has reached ‘critical mass’

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  • •Gilead's portfolio-building strategy across oncology and inflammation is now mature enough to support internal development from early research to commercialization, with recent approvals (Livdelzi, Trodelvy) and pipeline candidates (anito-cel) validating the approach.
  • •The company has invested heavily in research infrastructure and talent (17,000 employees globally, 4,700 at Foster City headquarters) and is committing $32 billion to U.S. expansion, signaling confidence in the strategic pivot but also suggesting limited appetite for transformational acquisitions.
  • •Watch for FDA approval of anito-cel (CAR-T) in December 2024 as validation of the Arcellx/Kite partnership; monitor how successfully Gilead integrates three 2024 acquisitions and whether newly approved or pipeline assets deliver competitive oncology/inflammation revenue.
Gilead SciencesKite PharmaImmunomedicsYescartaTrodelvyLivdelzi
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Market Access•Endpoints News•Sep 17, 2026

Roche turns to Dualitas to find new bispecific approaches for immunology

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  • •Roche is partnering with Dualitas to screen 300,000 bispecific antibody combinations for inflammatory indications, reflecting continued industry focus on multispecific modalities
  • •The deal indicates Roche's confidence in platform-based discovery approaches for immunology, potentially accelerating time-to-candidate versus internal discovery
RocheDualitas
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Market Access•Endpoints News•Sep 16, 2026

Gilead reaches HIV PrEP agreements; Hong Kong investigates Cloudbreak IPO

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  • •Gilead expands Latin American market access for HIV PrEP, addressing a region with substantial unmet HIV prevention needs
  • •What to watch: Details on pricing structure, which partner organizations are involved, and whether this signals broader emerging market strategy for HIV prevention
Gilead SciencesHIV PrEP
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Market Access•Fierce Biotech•Sep 16, 2026

Novartis pays Sironax $125M to acquire platform for crossing the blood-brain barrier

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  • •Novartis exercised a $125M option on Sironax's BBB-crossing platform, reflecting validation of the technology after a 14-month trial period and demonstrating strategic commitment to solving a major CNS drug delivery bottleneck
  • •Novartis views BBB delivery as requiring multiple technologies rather than a single solution, indicating this is part of a broader portfolio strategy to enable application across its 14-asset neuroscience pipeline
  • •Watch for clinical advancement of Sironax's small-molecule programs and announcement of which Novartis large-molecule assets will incorporate the platform; monitor whether this technology enables previously stalled Novartis neuroscience programs to advance
NovartisSironax
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Clinical Trials

Clinical Trials•Fierce Biotech•Sep 16, 2026

Novartis ends ALS program after phase 2 flop, adding to R&D woes

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  • •VHB937 failed to demonstrate efficacy in ALS despite mechanistic rationale that TREM2 activation would protect motor neurons via microglial activation—a significant setback for the TREM2 target class in neurodegeneration
  • •This is Novartis' third major R&D failure in weeks (CAR-T safety pause, Lp(a) lowering failure, muscle-wasting therapy failure), intensifying M&D pressure and raising strategic questions about pipeline robustness and deal-making urgency
  • •Watch whether the ongoing phase 2 in Alzheimer's will validate TREM2 as a viable target in that indication; also monitor whether Novartis' $125M Sironax acquisition can unlock brain delivery barriers that have challenged its neuroscience portfolio
NovartisAlectorAbbVieVHB937lifonebartRhapsido
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Clinical Trials•Endpoints News•Sep 16, 2026

Researchers implant human neurons in mice brains to study disease

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  • •Human neuron-engrafted mice enable more physiologically relevant preclinical modeling of neurological disorders than conventional transgenic approaches
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Clinical Trials•STAT News•Sep 16, 2026

WHO expresses cautious optimism about bid to control Ebola outbreak in DRC

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  • •WHO-sponsored Phase 3 trial of Ebola vaccines launching imminently, with Merck's Ervebo as lead candidate despite uncertain cross-protection against circulating Bundibugyo strain
  • •Innovative dual-vaccine observational design (Ervebo + Sudan strain vaccine) will generate field efficacy data in real epidemic settings, potentially informing future outbreak response strategies
  • •Vaccine trials proceed despite complex operational challenges: decades of regional violence, population displacement, and competing health threats (malaria, hunger) that initially undermined outbreak control efforts
MerckDoctors Without BordersErvebo
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Clinical Trials•Fierce Biotech•Sep 16, 2026

Sling reels in $123M series C to fund oral Tepezza rival through phase 3 trial

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  • •Linsitinib has demonstrated clinically meaningful efficacy in Phase 2b/3 (52% response rate) and is now transitioning into Phase 3 with full funding, positioning it as a potential near-term competitor to Tepezza and Lumvoa in the TED market.
  • •The oral formulation and distinct mechanism of action (IGF-1R phosphorylation inhibition vs. direct receptor binding) could expand the addressable patient population by capturing patients resistant to or preferring alternatives to IV monoclonal antibody therapy.
  • •Monitor Phase 3 trial readout timing and comparative safety profile, particularly regarding tolerability versus IV competitors; also track potential partnerships given commercial opportunity in an expanding TED market.
Sling TherapeuticsForbionTPG Life Sciences InnovationslinsitinibTepezzaLumvoa
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Clinical Trials•Endpoints News•Sep 16, 2026

Novartis' TREM2 drug fails Phase 2 ALS trial

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  • •Novartis TREM2 ALS drug failed Phase 2, prompting program termination and signaling potential weakness of TREM2 as a therapeutic target for ALS
  • •This represents a notable setback for neuroinflammatory approaches to ALS and may influence investor confidence in similar mechanisms in development by competitors
  • •Monitor whether other companies with TREM2 programs in ALS or related neurodegenerative diseases adjust development timelines or strategies based on this readout
NovartisTREM2 (mechanism)
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