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21 April, 2026 |
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Merck's future after Keytruda loses exclusivity has been on my mind a lot lately. One part of that will be the pharma company's HIV business. Kyle LaHucik reports that its HIV portfolio — including a once-daily pill approved Monday — will become a $5 billion business. |
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Lydia Ramsey Pflanzer |
Deputy Editor, Endpoints News
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by Zachary Brennan
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China is "eating our lunch" on new drug approvals and clinical trial starts, HHS Secretary Robert F. Kennedy Jr. told Congress Tuesday, while praising the FDA's actions so far. "We are losing scientists, we're losing our IP, we're losing physicians, we're losing the best researchers, and we're going to lose our biosecurity," Kennedy said in response to questions from Rep.
Brett Guthrie (R-KY) on Chinese innovation. As far as what HHS and the FDA can do to help, Kennedy said, "We're doing it right now. We are fast-tracking approvals now in our country at record levels. We are reducing the clinical trials from two trials to one trial, where appropriate." | |
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by Kyle LaHucik
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A new HIV treatment will soon come to market, and it will spearhead Merck’s attempt to be one of the leading drugmakers in a field many biotechs have deserted. The FDA
greenlit Merck’s once-daily pill for adults with HIV-1 who are virologically suppressed, as a replacement for their current antiretroviral regimen. The US regulator approved Idvynso on Monday, according to an update to the FDA database on Tuesday. It came a week in advance of an April 28 PDUFA goalpost. Idvynso is a combination of doravirine and islatravir.
Doravirine is an approved HIV medicine known as Pifeltro. Islatravir, meanwhile, is being studied in a suite of clinical trials testing it as a combination tool for once-daily and weekly treatment for HIV. | |
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by Nicole DeFeudis
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Adding Merck’s Welireg to an existing Keytruda regimen didn’t lead to a significant improvement in newly diagnosed patients with advanced kidney cancer, Merck announced on Tuesday. The results mark a setback for Merck as it looks to shore up its revenue sources ahead of Keytruda’s impending patent cliff. Leerink analysts said on Tuesday that the results take Welireg’s “upside case for filling the Keytruda-revenue gap in early 2030s off the table.” The trial, called LITESPARK-012, studied
Welireg in combination with Keytruda and Eisai’s Lenvima — a doublet regimen that’s been approved since 2021 for first-line renal cell carcinoma patients. At a pre-specified interim analysis, the triplet therapy didn’t meet its dual primary endpoints of progression-free survival and overall survival. | |
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by Max Gelman, Lei Lei Wu
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SAN DIEGO — Since Herceptin's approval in 1998, breast cancer has been reshaped from a near-term death sentence into — in many cases — a chronic disease. Now, researchers hope daraxonrasib from Revolution Medicines will launch the same type of transformation in pancreatic cancer. A recent Phase 3 finding on
daraxonrasib “is one of the most important things that’s happened in cancer therapeutics in the last 30 to 40 years,” Stifel healthcare director Tim Opler said. “This is very much a Herceptin-type moment.” Before Herceptin’s approval, chemotherapy was often the only treatment for breast cancer, potentially keeping the cancer at bay for a few months. But the tumors would recur in most cases, leaving patients without further options. | |
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by Kyle LaHucik
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The bleak European approval potential for Soleno Therapeutics' genetic obesity drug essentially forced the US drugmaker to sell itself for less than it was once worth. In a rare case, Soleno sold at a price lower than its initial buyout offer, according to new documents outlining its $2.9 billion deal with Neurocrine Biosciences announced earlier this month. Neurocrine's offer was roughly a 38% drop in per-share value from another company's earlier offer in May 2025. Soleno had secured an FDA nod for its Prader-Willi syndrome drug and reached
profitability as a single-asset commercial biotech, but its longer-term prospects and faltering expansion potential in Europe led a few companies to back out of the process, according to the Monday SEC filing. | |
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