Huadong Pharma

NEWS & INSIGHTS (incl. Key Themes, Latest Interviews, Recent Reg. Guidance)

• Notable Theme (Commercial): ESMO25: Potentially practice-changing results presented at the meeting included AstraZeneca/Daiichi Sankyo's antibody-drug conjugate Enhertu in early stage breast cancer and another ADC, Astellas/Pfizer's Padcev, in bladder cancer; Novartis's targeted radiopharmaceutical Pluvicto in prostate cancer and Merck & Co.'s checkpoint inhibitor Keytruda in ovarian cancer.
• Notable Theme (Commercial): Pharma companies have been agreeing bilateral deals with the US government to address the latter's concerns over drug pricing. Pfizer kicked off with a deal that preserved secrecy over pricing and appeared to reassure investors that impact to the company's financials will be minimal. AstraZeneca was next to strike a similar deal. During third-quarter earnings calls, others, including Bristol Myers Squibb and Merck & Co, confirmed they were in talks with the Trump administration to avoid the imposition of strict 'most favored nation' drug pricing.
• Notable Theme (Regulatory): In a key development for the biosimilars industry, the FDA's latest guidance formalizes streamlining, which removes the expectation of Phase III trials as standard for biosimilar filings and will reduce costs for developers.

EDITORIAL CONTENTS (incl. Podcasts, Webinars)

• Notable Podcast: M&A Podcast: What's Next For Dealmaking In The Obesity Space?
• Notable Webinar: Boost Participant Recruitment with Precision Feasibility and RWD (Nov 17, 2025)
• Notable Webinar: Unlocking innovation: What Pharma deals reveal about tomorrow’s therapies (Nov 20, 2025)

DEALS & FINANCING (incl. M&As, Licensing, Financing)

• Notable M&A: Novartis to Acquire Avidity Biosciences for $12B
• Notable Licensing: Innovent Biologics Announces Global Strategic Partnership with Takeda for Immuno-Oncology Therapies and ADC Molecules totalling $11.4B ($1.2B upfront)
• Notable Financing: Kailera Therapeutics Announces $600M Series B Financing

KEY R&D EVENTS (incl. Top-line Readouts, Analyst Commentary, Approval/CRL)

• Notable Analysis: Daiichi Sankyo | Datroway | TNBC (Phase 3): “Datroway significantly extends survival and redefines the paradigm for triple-negative breast cancer patients who are PD-L1-negative…”
• Notable Analysis: Biomea Fusion | BMF-219 | Type-2 Diabetes (Phase 2): “Short-course icovamenib treatment achieves 52-week durable glycemic control in severe insulin-deficient diabetes…”
• Notable Analysis: Roche | Gazyva | Lupus Nephritis (Approved): “Genentech’s success with Gazyva in LN underscores the growing trend of repurposing oncology biologics for autoimmune indications…”

RESEARCH REPORTS (incl. Forecast, Thought Leadership, KOL Interview)

• Notable Report: Post-ESMO 2025 Conference Report
• Notable Report: Q4 2025 R&D Outlook Report
• Notable Report: Dealmaking & Financing Quarterly Statistics, Q3 2025
• Notable Report: Portfolio Tactics to Scale the $300bn Patent Cliff
• Notable Report: Changing Pharma: What’s Reshaping the Industry
• Notable Report: Epidemiology & Patient-based Forecast: Myelodysplastic Syndrome (MDS)
• Notable Report: Epidemiology & Patient-based Forecast: Systemic Lupus Erythematosus (SLE)
• Notable Report: Microinvasive Glaucoma Surgery (MIGS) Devices Market
• Notable Report: Digital Therapeutics for Behavioral Health
• Notable Report: KOL Interview: Myelodysplastic Syndrome (MDS) – US/Italy
• Notable Report: KOL Interview: Myasthenia Gravis – US/Germany
• Notable Report: KOL Interview: Glioblastoma – US
• Notable Report: KOL Interview: Chronic Urticaria – US/Spain