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top stories
1. Pharma-backed petition calls on FDA to reform release of drug rejection letters
2. BridgeBio’s oncology spinoff swaps out CEOs as it seeks to accelerate KRAS work
3. AbbVie's North Carolina $1.4B manufacturing site to finish during Trump's term
4. Medicare indefinitely delays pilot plan to cover weight loss drugs
5. Sanofi’s new CEO faces a reckoning on immunology-focused R&D strategy
6. Rigel loses Lilly alliance in pharma industry's latest RIPK exit
7. Roche’s multiple sclerosis pill delays relapse, but liver toxicity could need monitoring
more stories
 
Zachary Brennan
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For the first time since the FDA began publicly releasing CRLs last fall, the pharma industry has officially registered its discontent. A new citizen petition from an unnamed pharma company could open the door to litigation if the agency opts not to change how it releases what could be considered commercially confidential information.

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Zachary Brennan
Senior Editor, Endpoints News
@ZacharyBrennan
1
by Zachary Brennan

The FDA for the first time is fac­ing phar­ma-backed crit­i­cism of its new prac­tice of pub­licly re­leas­ing par­tial­ly redact­ed drug re­jec­tion let­ters.

The law firm Cov­ing­ton & Burl­ing, on be­half of an un­named phar­ma­ceu­ti­cal com­pa­ny client, filed a cit­i­zen pe­ti­tion dat­ed Mon­day with the FDA seek­ing to re­form the rules around the FDA's re­lease of in­for­ma­tion in the let­ters that may be com­pet­i­tive­ly sen­si­tive, and po­ten­tial­ly open the agency up for a law­suit. Cov­ing­ton did not re­spond to a re­quest for com­ment on which com­pa­ny filed the cit­i­zen pe­ti­tion.

"This com­pet­i­tive­ly sen­si­tive, non­pub­lic in­for­ma­tion that is be­ing re­leased un­der FDA’s new CRL prac­tice is pre­cise­ly the type of in­for­ma­tion that FDA is re­quired to pro­tect from dis­clo­sure un­der black-let­ter fed­er­al law," the cit­i­zen pe­ti­tion said.

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BridgeBio Oncology Therapeutics executive chairman Neil Kumar (L) and new CEO Pedro Beltran
2
by Drew Armstrong

Bridge­Bio On­col­o­gy Ther­a­peu­tics is re­plac­ing CEO Eli Wal­lace, putting its CSO Pe­dro Bel­tran in the role, and mak­ing board mem­ber Neil Ku­mar ex­ec­u­tive chair­man.

The changes come as there’s been grow­ing com­pe­ti­tion in can­cer over drugs that tar­get KRAS, a dif­fi­cult but com­pelling ap­proach to treat­ing tu­mors. Bridge­Bio On­col­o­gy has three such pro­grams in ear­ly clin­i­cal test­ing: a pan-KRAS drug in sol­id tu­mors, a KRAS G12C in­hibitor in non-small cell lung can­cer, and a small mol­e­cule drug that tar­gets the re­la­tion­ship be­tween RAS and PI3Kα, which can help dri­ve can­cer growth.

The com­pe­ti­tion in the KRAS space put added pres­sure on the com­pa­ny to move quick­ly to get ef­fi­ca­cy da­ta, ac­cord­ing to two peo­ple fa­mil­iar with the think­ing be­hind the lead­er­ship changes.

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3
by Anna Brown

Ab­b­Vie has pro­vid­ed new de­tails about its $100 bil­lion pledge to the US, bud­get­ing $1.4 bil­lion for its first man­u­fac­tur­ing cam­pus in North Car­oli­na.

Con­struc­tion of the 185-acre cam­pus in Durham, NC, will start this year with the aim of fin­ish­ing by late 2028, be­fore the end of Pres­i­dent Don­ald Trump’s term.

The White House has re­cent­ly pushed drug­mak­ers to fin­ish con­struc­tion of their pledged fa­cil­i­ties dur­ing Trump's tenure, oth­er­wise they could face tar­iffs. Com­pa­nies cur­rent­ly build­ing in the US face 20% tar­iffs, but this will in­crease to 100% if the builds aren't com­plet­ed by Jan­u­ary 2029.

The cam­pus, lo­cat­ed near the Re­search Tri­an­gle Park, will use ar­ti­fi­cial in­tel­li­gence to man­u­fac­ture Ab­b­Vie's im­munol­o­gy, neu­ro­science and on­col­o­gy drugs, ac­cord­ing to the Wednes­day re­lease. The site will cre­ate 734 new jobs.

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4
by Max Bayer

The Cen­ters for Medicare and Med­ic­aid Ser­vices has de­layed a key pi­lot pro­gram fo­cused on Medicare cov­er­age for obe­si­ty med­ica­tions, af­ter in­sur­ance plans in­di­cat­ed they wouldn’t par­tic­i­pate at this time.

Abe Sut­ton, head of the Cen­ter for Medicare and Med­ic­aid In­no­va­tion, told End­points News in an in­ter­view Thurs­day that health plans were hes­i­tant to join the pi­lot, cit­ing in­sta­bil­i­ty in the Medicare Part D mar­ket and un­known uti­liza­tion of the drugs.

“They shared with us that it was im­por­tant that we take a beat and give them a chance to col­lect da­ta so that they could un­der­write this ef­fec­tive­ly in a fu­ture time pe­ri­od,” Sut­ton said.

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Belén Garijo (L) and Paul Hudson (Diego Radamés/Europa Press via AP Images; Jeremy Paoloni/Abaca/Sipa USA/Sipa via AP Images)Belén Garijo (L) and Paul Hudson (Diego Radamés/Europa Press via AP Images; Jeremy Paoloni/Abaca/Sipa USA/Sipa via AP Images)
5
by Max Gelman

Sanofi CEO Paul Hud­son bet big on im­munol­o­gy. When Belén Gar­i­jo takes over as CEO next week, she will have to de­cide whether to con­tin­ue that wa­ger.

The di­rec­tion Gar­i­jo elects to pur­sue will like­ly have ram­i­fi­ca­tions not just for Sanofi’s R&D fu­ture, but for the com­pa­ny’s iden­ti­ty. Un­der Hud­son, Sanofi went all-in on im­munol­o­gy, try­ing to tack­le a wide range of dis­eases, from eczema and asth­ma to mul­ti­ple scle­ro­sis and rare neu­roin­flam­ma­to­ry con­di­tions.