Pharma and BioTech Daily

Biotech Buzz: FDA Pauses Novavax, AI Revolutionizes Drug Development, and GSK Sues Moderna


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Good morning from Pharma and Biotech daily: the podcast that gives you only what's important to hear in Pharma and Biotech world.The FDA has paused Novavax's investigational flu and COVID-flu vaccines due to a serious adverse event of motor neuropathy. This affects their COVID-flu combo and standalone flu vaccines, which were about to enter phase III testing. Meanwhile, Takeda has decided to terminate its partnership with Wave on a Huntington's disease program after investing $260 million. Novavax shares have slid due to the FDA pause, while GSK is suing Moderna for patent infringement on COVID-19 and RSV vaccines. Sanofi is also preparing to sell its consumer healthcare business.Artificial intelligence (AI) is playing a significant role in accelerating innovation in biopharma, particularly in drug development. While AI is infiltrating various stages of the process, it is not replacing human input entirely. One example of AI's impact is seen in Regeneron and Sanofi's Dupixent, which is expected to dominate the COPD biologics market with predicted revenues exceeding $6.5 billion within a decade. Additionally, Sanofi's move to sell its consumer healthcare business follows a trend among big pharma companies offloading such divisions.In the realm of biologics discovery, harnessing the power of AI and patent data can revolutionize the industry. Despite challenges related to limited access to high-quality, fair-compliant data, leveraging patent information can fill this gap and drive innovation in drug development. Takeda has walked away from its partnership with Wave Huntington after investing $260 million in the collaboration. J&J has announced Q3 earnings, including scrapping pipeline assets and raising full-year guidance. Novo's $16.5 billion buyout of Catalent faces scrutiny amid an FTC review, while GSK has sued Moderna for alleged patent infringement.Overall, the biopharma industry continues to evolve with the integration of AI, strategic partnerships, regulatory changes, and financial developments shaping its landscape.
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