1/5 BREAKING NEWS: Novartis pays $2B upfront to acquire Synnovation Therapeutics's pan-mutant-selective PI3Kα inhibitor program — a strategic bet to defend its breast cancer franchise. 🧵
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4/5 The lead asset: SNV4818 — a pan-mutant-selective PI3Kα inhibitor in Phase 1/2 in breast cancer and solid tumors.
Being tested as:
â–¸ Monotherapy
â–¸ + Faslodex
â–¸ + Ibrance
Being tested as:
â–¸ Monotherapy
â–¸ + Faslodex
â–¸ + Ibrance
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5/5 Deal expected to close mid-2026.
$2B upfront for a Phase 1/2 asset signals how much Novartis values next-gen selectivity — and how competitive the PI3Kα space is becoming.
$2B upfront for a Phase 1/2 asset signals how much Novartis values next-gen selectivity — and how competitive the PI3Kα space is becoming.
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1/7 These drugs generated the highest sales in 2025 — and 2025 marked a genuine shift in who holds the power. 🧵
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6/7 Blockbusters still dominate — but the map is being redrawn. Onco-immunology built the last decade. GLP-1s may define the next one.
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7/7 Drop your thoughts below 👇
— Dr Jojo | Follow for pharma & biotech industry news. Share if this was useful.
— Dr Jojo | Follow for pharma & biotech industry news. Share if this was useful.
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1/6 BIG NEWS: Johnson & Johnson reports an 89% complete response rate with intravesical targeted therapy in early-stage bladder cancer 🧵
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5/6 Phase 1 results:
✅ 89% complete response rate (intermediate-risk)
✅ 83% recurrence-free at 12 months (high-risk)
✅ Median duration of complete response: 18 months
✅ 89% complete response rate (intermediate-risk)
✅ 83% recurrence-free at 12 months (high-risk)
✅ Median duration of complete response: 18 months
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6/6 Erda-iDRS would be the first precision-based, biology-driven treatment for early-stage bladder cancer. Phase 3 studies (MoonRISe-1 & MoonRISe-3) are ongoing.
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Which drugs drove the most revenue for pharma giants in 2025?
I mapped the top 3 selling medicines across 12 major companies - from $41B to $65B in revenue.
Here's what the data tells us 🧵
I mapped the top 3 selling medicines across 12 major companies - from $41B to $65B in revenue.
Here's what the data tells us 🧵
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@abbvie deserves a mention.
Skyrizi and Rinvoq have more than absorbed the Humira biosimilar erosion - a transition many analysts flagged as an existential risk just a few years ago.
That's pipeline execution done right.
Skyrizi and Rinvoq have more than absorbed the Humira biosimilar erosion - a transition many analysts flagged as an existential risk just a few years ago.
That's pipeline execution done right.
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