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top stories
1. Novartis built a big business around delivering radioactive cancer treatments. Can a generic compete?
2. Regeneron snags hearing loss gene therapy approval ahead of expected pricing deal
3. Substance use disorder biotech Tempero to close after earlier 'serious' safety event
4. Live Friday: Is the anti-vax era at the CDC coming to an end?
5. David Reese to retire from Amgen
6. Updated: Roche says its investigational breast cancer pill could outsell Herceptin
7. Updated: Sanofi defends Garijo appointment, says it is 'fully committed' to immunology
8. OpenAI's head of health lays out the AI giant’s healthcare ambitions
more stories
 
Nicole DeFeudis
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We've got a new term to pitch you in today's newsletter: "radiosimilars." Novartis' radioligand therapy Lutathera, used on certain cancers, could soon face competition from a proposed generic. (It's currently called a"radioequivalent." We like radiosimilars better.) Its success could come down to how the treatments are produced and distributed.

I spoke with Novartis' US president Victor Bulto about how the Swiss company has built up its own manufacturing network in recent years. But, as he sipped on a cup of hot chocolate during our chat, he joked that Switzerland's best medicine might instead be chocolate. 

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Nicole DeFeudis
Editor, Endpoints News
@Nicole_DeFeudis
Novartis' radioligand therapies are shipped in green lead-shielded canisters (Novartis)
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by Nicole DeFeudis

The ra­di­oli­gand field is on the cusp of a ma­jor com­pet­i­tive mo­ment, as a ri­val looks to bring the first gener­ic to a mar­ket that’s been dom­i­nat­ed by No­var­tis.

Ra­di­oli­gand ther­a­py aims to bring the cell-dam­ag­ing ef­fects of ra­di­a­tion di­rect­ly to the tu­mor site while min­i­miz­ing dam­age to sur­round­ing healthy cells. No­var­tis com­pares the drugs to a “smart key” that on­ly de­liv­ers a ra­dioac­tive pay­load once it fits in­to a “lock” found on can­cer cells.

Over the last decade, No­var­tis has turned ra­di­oli­gand ther­a­py in­to a multi­bil­lion-dol­lar fran­chise. It hasn’t been easy: The drugs’ short half-lives, com­plex man­u­fac­tur­ing process, and sup­ply chain re­quire­ments make them chal­leng­ing to ef­fec­tive­ly pro­duce and dis­trib­ute. But what was once a niche field has gained mo­men­tum, with more than 400 clin­i­cal tri­als reg­is­tered, and oth­er ma­jor phar­ma com­pa­nies have made sig­nif­i­cant in­vest­ments.

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by Lei Lei Wu, Max Bayer

Re­gen­eron has won the first ever FDA ap­proval for a gene ther­a­py to treat a rare type of in­her­it­ed hear­ing loss, and the com­pa­ny plans to of­fer the treat­ment for free in the US, though that does not in­clude the cost of ad­min­is­tra­tion.

That treat­ment, which will be mar­ket­ed un­der the name Otar­meni, was one of the first to re­ceive a Com­mis­sion­er’s Na­tion­al Pri­or­i­ty Vouch­er from the FDA in Oc­to­ber 2025. It is de­signed to treat a form of hear­ing loss caused by mu­ta­tions to a key gene called otofer­lin.

It is the first gene ther­a­py to be ap­proved un­der the FDA’s CN­PV pro­gram, and the sixth treat­ment over­all to win ap­proval as part of the Trump ad­min­is­tra­tion pro­gram meant to speed drugs to mar­ket.

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ASCO is about to deliver some make-or-break cancer data. Join us to figure out which pipeline bets will pay off. Get your spot now.
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by Kyle LaHucik

Tem­pero Bio, a drug de­vel­op­er that had big am­bi­tions to shake up the treat­ment of sub­stance use dis­or­ders, is wind­ing down op­er­a­tions, End­points News has learned.

The shut­down comes af­ter a "se­ri­ous ad­verse event" in an al­co­hol use dis­or­der tri­al of its lead drug, CEO Paul John­son told End­points in an emailed state­ment Thurs­day. John­son said the com­pa­ny is "not in a po­si­tion" to give fur­ther de­tails on what hap­pened.

The drug, called TMP-301, was Phase 2, place­bo-con­trolled tri­al in adults with al­co­hol use dis­or­der. Tem­pero halt­ed de­vel­op­ment of the drug in No­vem­ber but has now ful­ly ter­mi­nat­ed the pro­gram. The drug, a mGluR5 mod­u­la­tor, was meant to tar­get re­cep­tors in the brain that are thought to be core to ad­dic­tion.

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by Drew Armstrong

MA­HA’s sway over HHS could face a fresh test now that Pres­i­dent Trump has a new pick for CDC di­rec­tor: Er­i­ca Schwartz, a for­mer deputy sur­geon gen­er­al.

The po­si­tion has been emp­ty since Au­gust, when Su­san Monarez was oust­ed af­ter clash­es with HHS Sec­re­tary Robert F. Kennedy Jr. Like Monarez, Schwartz is a more tra­di­tion­al pub­lic health choice, with a track record of sup­port­ing vac­ci­na­tion. But a cru­cial ques­tion will be just how much in­de­pen­dence she has from Kennedy's in­flu­ence and agen­da on im­mu­niza­tion.

To­mor­row on Post-Hoc Live at 11 a.m. ET, we’ve got a crossover episode! We'll be joined by Why Should I Trust You? host Brin­da Ad­hikari, whose show takes a look at the MA­HA move­ment and chang­ing trust in pub­lic health. Ad­hikari will be chat­ting with me and End­points’ MA­HA ex­pert Max Bay­er to talk about how Schwartz could sta­bi­lize a tur­bu­lent CDC and what the pick says about MA­HA's stand­ing in Trump­world.

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David Reese (Amgen via website)
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