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Endpoints News

@endpts.com

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We're where the business of medicine gets answers. An independent news media organization covering biotech, pharma, science, policy, finance, venture capital and markets, and how they drive the life sciences industry. Read us at www.endpts.com.

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Endpoints News @endpts.com · 4h

Varda Space Industries raised $251M to make drug ingredients in space as it shifts more of its spending from aerospace to pharma.

Varda gets $251M to make medicines in space, a long-sought area for drugs

Varda Space Industries raises a $251M Series D, valuing it at $1.6B, to advance space-based drug manufacturing using low gravity for novel pharmaceutical crystallization.

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Endpoints News @endpts.com · 5h

Merck's Prometheus drug tulisokibart halved painful skin lesions in 72% of high-dose patients with hidradenitis suppurativa in a mid-stage study.

Merck shows off mid-stage win for Prometheus drug in painful skin disease

Merck's tulisokibart showed mid-stage success in hidradenitis suppurativa, with 72% high-dose patients seeing 50%+ abscess reduction vs 35% placebo at EADV congress.

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Endpoints News @endpts.com · 7h

⚡ Breaking: Lilly's amylin-Zepbound combo breaks a weight loss record

Lilly's amylin-Zepbound combo posts best-ever weight loss in patients with obesity and diabetes

MILAN — Forget Wegovy and Zepbound. Never mind CagriSema, and even retatrutide. The latest big name in obesity is eloraTZP. Data revealed Wednesday show that Lilly's amylin-incretin combination delive...

Endpoints News @endpts.com · 9h

Lilly's retatrutide brought 60% of patients with obesity and type 2 diabetes below the obesity line in an all-patient analysis of its Phase 3 trial.

Lilly's triple-G allows more than half of patients to drop below obesity line

Lilly's retatrutide cuts weight up to 18.8% in obesity and T2D at EASD, with 60% of patients falling below the obesity threshold.

Endpoints News @endpts.com · 29/09/2026

Stipple Bio is designing ADCs that hit spots found only on cancer cells, sparing healthy tissue, starting with pancreatic cancer. Why it made the Endpoints 11:

Endpoints 11: Stipple Bio is taking precision to the next level

Endpoints 11 winner Stipple Bio is aiming to be part of the future generation of therapies used for deadly pancreatic cancer.

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Endpoints News @endpts.com · 29/09/2026

ARCH and Population Health, the team behind Metsera, are launching a new sleep disorder startup built around a drug from China.

ARCH and Population Health return to China for new startup, targeting sleep disorders

ARCH and Population Health launch Somnivera with a $10.5M-upfront deal for an ex-China sleep drug from Jiangsu Nhwa.

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Endpoints News @endpts.com · 29/09/2026

SonoThera uses ultrasound and microscopic bubbles to open tiny holes in cells, letting even huge genes like dystrophin slip in. Why it made the Endpoints 11:

Endpoints 11: SonoThera is making waves in a bold new approach to non-viral gene therapy

Endpoints 11: SonoThera is using ultrasound and microbubbles to push full-length dystrophin into muscle, with a $125M Series B and a 2027 trial.

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Endpoints News @endpts.com · 29/09/2026

⚡Breaking: PhRMA chooses its next CEO

Exclusive: PhRMA picks Eric Cantor as next chief

Eric Cantor, former House majority leader and Moelis vice chairman, chosen as PhRMA's next CEO, per sources.

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Endpoints News @endpts.com · 29/09/2026

Co-founded by Coinbase CEO Brian Armstrong, NewLimit is hunting beyond the Yamanaka factors for a new class of anti-aging drugs. Why it made the Endpoints 11:

Endpoints 11: NewLimit searches far beyond Yamanaka for a new class of anti-aging medicines

Key leaders Co-founders Jacob Kimmel (CEO), Brian Armstrong, Blake Byers Headquarters South San Francisco, CA Total raised $682M Key investors Kleiner Perkins, Founders Fund, Dimension Capital, Eli .....

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Endpoints News @endpts.com · 29/09/2026

Novo is paying $300M upfront for a once-weekly oral obesity drug from Hengrui in its fourth weight loss deal of the year.

Novo to spend $300M upfront to license Hengrui's weekly oral weight loss drug

Novo Nordisk pays $300M upfront to license Hengrui's once-weekly oral GLP-1/GIP HRS-1596, in a deal worth up to $2.6B plus royalties.

Endpoints News @endpts.com · 29/09/2026

AstraZeneca is investing $2B for a 12% slice of Summit instead of the full ivonescimab deal it reportedly weighed last year.

AstraZeneca buys a $2B stake in Summit, taking equity in bet on cancer drug

AstraZeneca invests $2B in Summit for a ~12% stake plus a combo trial pairing ivonescimab with its Claudin 18.2 ADC.

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Endpoints News @endpts.com · 28/09/2026

Ex-Legend Biotech exec Ying Huang now leads K2 Therapeutics, built on eight drug assets from biotechs in Asia. Why it made the Endpoints 11:

Endpoints 11: Ying Huang’s K2 crew looks to marry China’s speed with global expertise

Endpoints 11 winner: Ex-Legend CEO Ying Huang is raising a $250M Series A for K2 Therapeutics, a Singapore-based hub stacked with eight China assets.

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Endpoints News @endpts.com · 28/09/2026

Merck is paying $400M upfront for a KRAS G12D inhibitor from Shanghai's SciBrunch. The same chemist sold AstraZeneca a similar asset for $24M in 2023.

Merck licenses a KRAS G12D inhibitor for $400M upfront

Merck pays $400M upfront for SciBrunch's KRAS G12D inhibitor SPR2015, developed by Tao Hu, with up to $1.73B total. AstraZeneca previously axed his Usynova-originated asset.

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Endpoints News @endpts.com · 28/09/2026

John Maraganore and Clive Meanwell co-lead Corsera Health, which aims to prevent heart disease with a once-yearly shot. Why it made the Endpoints 11:

Endpoints 11: Forget Alnylam or The Medicines Company. Corsera is Maraganore and Meanwell’s biggest bet

Endpoints 11 2026: Clive Meanwell and John Maraganore's Corsera Health is developing a once-yearly siRNA shot to prevent heart disease in healthy people in their 30s.

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Endpoints News @endpts.com · 28/09/2026

Kodiak's stock more than doubled after its eye drug matched Eylea in wet AMD with fewer injections. An FDA filing is coming in the fourth quarter.

Kodiak's stock soars as it clinches crucial Phase 3 win for Eylea competitor

Kodiak Sciences said its experimental drug Zenkuda performed as well as Eylea in a progressive eye disease known as wet AMD, despite patients taking fewer doses.

Endpoints News @endpts.com · 28/09/2026

Azalea Therapeutics, co-founded by Jennifer Doudna, uses gene editing to make CAR-T cells inside the body. Why it made the Endpoints 11:

Endpoints 11: Azalea Therapeutics melds gene editing and CAR-T

Endpoints 11 2026: Doudna-co-founded Azalea Therapeutics aims to enter the clinic next year with a CRISPR-based in vivo CAR-T therapy for blood cancers.

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Endpoints News @endpts.com · 28/09/2026

ByteDance spinout Anew Labs builds AI models that predict and generate biology, with plans to make its own drugs. Why it made the Endpoints 11: endpoints.news/endpoints-11...

Endpoints 11: ByteDance makes more than TikToks, with biotech spinout Anew Labs turning into a formidable China rival in AI bio

Endpoints 11 2026 winner Anew Labs is ByteDance's AI drug startup and has raised $290M at a $1.5B valuation

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Endpoints News @endpts.com · 28/09/2026

Merck and Daiichi pulled their FDA filing for a B7-H3 ADC in small cell lung cancer. It's the second withdrawal from their $4B ADC pact.

Merck, Daiichi scrap FDA application for B7-H3 ADC in lung cancer

Merck and Daiichi Sankyo withdraw their BLA for B7-H3 ADC I-DXd in SCLC, the partnership's second pulled FDA filing.

Endpoints News @endpts.com · 25/09/2026

Vivodyne grows thousands of rice-sized bits of human tissue to test drugs before they reach patients. Why it made the Endpoints 11:

Endpoints 11: Vivodyne’s human tissue factory could change how drugs are tested before they reach patients

Vivodyne, backed by about $80M, grows vascularized human tissues to screen drugs as the FDA and NIH push alternatives to animal testing.

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Endpoints News @endpts.com · 25/09/2026

Kali Therapeutics built its own pipeline on $18M instead of licensing from China, then sold its lead asset to Sanofi. Why it made the Endpoints 11:

Endpoints 11: Kali Therapeutics almost bought drugs from China. Instead, its in-house pipeline is thriving

Endpoints 11 winner: Weihao Xu built Kali Therapeutics with $18M, no lab and Chinese vendors — then sold its lead T cell engager to Sanofi for $180M upfront.

Endpoints News @endpts.com · 25/09/2026

Michelle Lee turned down an NYU faculty offer to build Medra, where 100+ AI robots run experiments around the clock. Why it made the Endpoints 11:

Endpoints 11: Medra wants to create self-driving labs that change how scientists work

Endpoints 11 winner Medra and founder Michelle Lee raised a $52M Series A to put 100+ AI robots to work in a bid to build self-driving biology labs.

Endpoints News @endpts.com · 25/09/2026

Medici Therapeutics vaccinates a patient's own immune cells against their tumor in the lab. Why it made the Endpoints 11:

Endpoints 11: Science superstar-backed Medici Therapeutics believes the future of cancer therapy must be highly personalized

Endpoints 11: ARCH-backed Medici Therapeutics is pairing personalized mRNA cancer vaccines with TIL cell therapy, with $50M+ more coming in a Series A.

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Endpoints News @endpts.com · 25/09/2026

After 150 nominations, months of research and debate, 11 startups made the cut, with work spanning gene therapy, CAR-T, longevity, AI and robotics. Meet the 2026 Endpoints 11:

Biotech's most exciting startups of 2026: Meet this year's Endpoints 11

Endpoints News announces the winners of the 2026 Endpoints 11 awards: The best and most exiting biotech startups of the year.

Endpoints News @endpts.com · 25/09/2026

Novo's latest small deal gives Sweden's Nanexa up to $1.33B for delivery tech that could make its metabolic drugs monthly or quarterly shots.

Novo does another small deal, this time with drug delivery biotech Nanexa

Novo Nordisk licenses Nanexa's PharmaShell delivery tech for up to 5 long-acting peptide programs in a deal worth up to €1.165B.

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Endpoints News @endpts.com · 24/09/2026

Heidi Overton, Trump's pick to run the FDA, faces the Senate on Thursday. We're live blogging the hearing.

Overton hearing live blog: New FDA commissioner nominee prepares for Senate grilling

FDA nominee Heidi Overton faces Senate confirmation Thursday on mifepristone, vaccines EO, and agency independence. Sen. Cassidy called Oval Office photo op

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Endpoints News @endpts.com · 24/09/2026

Kyverna's CAR-T improved mobility by a median 49% at one year in patients with stiff person syndrome, data it plans to take to the FDA by the end of this year.

Kyverna says long-term data bolster FDA submission for rare autoimmune CAR-T

Kyverna's CAR-T miv-cel showed a 49% median mobility gain at one year in stiff person syndrome, with no IEC-HS cases.

Endpoints News @endpts.com · 24/09/2026

Lilly signed another China deal, this one with Beijing's InnoCare for up to $3.35B across five drug targets.

In another China pact, Lilly makes a deal with InnoCare worth up to $3.35B

Lilly taps Beijing's InnoCare to discover drugs against up to five targets in a deal worth up to $3.35B, with up to $100M upfront and near-term.

Endpoints News @endpts.com · 23/09/2026

Roche's kidney drug hit its Phase 3 goal, setting up a bid for accelerated approval in a crowded market.

Roche kidney drug's Phase 3 win sets up path to accelerated approval

Roche's sefaxersen cut proteinuria in an interim Phase 3 IgAN readout, setting up an accelerated approval bid in a crowded market.

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Endpoints News @endpts.com · 23/09/2026

Basecamp Research raised $140M and revealed a six-program pipeline, the first test of whether its AI models can turn DNA data into drugs.

Basecamp raises $140M Series C, unveils six-program pipeline in test of its AI

Basecamp Research raises $140M Series C, valuing it near $1B. CEO Glen Gowers eyes drug pipeline including CAR-T, PKU therapy, guided by AI model EDEN.

Endpoints News @endpts.com · 23/09/2026

A pregnant mom. A fetal diagnosis. Medication from a secret network. 'There was no protocol'

In a changed world for cystic fibrosis, a family's fight reveals a new gap in care

Drugs like Trikafta, first approved in 2019, have changed cystic fibrosis from a death sentence to a manageable chronic condition for the vast majority of patients. But the drug is only approved for c...

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Endpoints News @endpts.com · 23/09/2026

Roche's kidney drug passed a Phase 3 test, clearing a path to accelerated approval in a market Novartis already sells into.

Roche kidney drug's Phase 3 win sets up path to accelerated approval

Roche's sefaxersen cut proteinuria in an interim Phase 3 IgAN readout, setting up an accelerated approval bid in a crowded market.

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Endpoints News @endpts.com · 22/09/2026

Nvidia-backed Iambic filed for a Nasdaq IPO, disclosing updated data on its HER2 drug and what pharma has paid for access to its AI platform.

Nvidia-backed Iambic files for IPO, disclosing new clinic and dealmaking details

Iambic Therapeutics has filed to go public and says it could move IAM1363, its lead drug targeting HER2 cancers, into a registrational trial as early as next year.

Endpoints News @endpts.com · 22/09/2026

A new ARPA-H program is funding autonomous AI to diagnose and prescribe for heart failure at home, a test of how far clinical AI can go and who will trust it.

A federal AI experiment could transform chronic care — if doctors and patients want it

ARPA-H's Advocate program funds AI systems for heart failure care, with Kaiser Permanente, Duke, Atman Health & UpDoc, facing trust & safety hurdles.

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Endpoints News @endpts.com · 22/09/2026

Thursday: Eleven private biotechs made the 2026 Endpoints 11. Join us for the gala dinner with the founders, investors and the editors who chose them. Can't make the gala? The Sept. 28 virtual experience is free. Register now. events.endpoints.news/eleven26/123...

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Endpoints News @endpts.com · 22/09/2026

Roche said its Carmot-acquired obesity drug hit both goals of a Phase 2 trial in diabetes, with 15.5% weight loss at the top dose.

Roche says Carmot-acquired shot delivers Phase 2 win in overweight patients with diabetes

Roche says its enicepatide hit weight and blood sugar goals in a Phase 2 diabetes trial, with the top dose driving 15.5% weight loss.

Endpoints News @endpts.com · 21/09/2026

Pfizer and Lilly's "most favored nation" contracts suggest the US will get a cut of revenue from the price hikes they make overseas.

Pfizer, Lilly 'most favored nation' deals to give US share of revenue from raised foreign prices

Pfizer and Lilly's MFN contracts with HHS show the drugmakers agreed to share revenue from higher overseas prices with the government.

Endpoints News @endpts.com · 21/09/2026

ADARx wants $319M in its IPO as TRexBio and Retension queue up behind it, pushing biotech to its most active year for public debuts since 2021.

ADARx targets $319M IPO as TRexBio, Retension join filing queue

ADARx sets terms for a Nasdaq IPO at $15-$17 a share as Treg biotech TRexBio and hypertension player Retension file for their own floats.

Endpoints News @endpts.com · 21/09/2026

Rep. John Moolenaar is leading the push for legislation that would restrict US investment in China’s biotech industry. He sat down with Endpoints’ senior reporter Max Bayer to talk about his approach to the issue during Endpoints’ China Biotech Debate in Washington, DC.

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Endpoints News @endpts.com · 21/09/2026

New Novo data suggest low-dose CagriSema can hold its own against Lilly's Mounjaro in type 2 diabetes, with an edge on weight loss.

Novo offers low-dose CagriSema data as approval decision looms

Novo's low-dose CagriSema tops Lilly's Mounjaro on weight loss in a head-to-head diabetes trial, non-inferior on blood sugar control.

Endpoints News @endpts.com · 21/09/2026

Beacon's gene therapy hit the primary endpoint in a Phase 3 trial for XLRP, a rare eye disease where J&J and Biogen have failed.

Beacon says gene therapy succeeds in key trial of rare eye disease XLRP

Beacon Therapeutics' gene therapy for X-linked retinitis pigmentosa improves low-light vision in Phase 3, succeeding where J&J and Biogen failed.

Endpoints News @endpts.com · 21/09/2026

Novo plans at least five multi-blockbuster launches by 2030, CEO Mike Doustdar said, as it looks to diversify beyond semaglutide.

Novo aims to diversify with new pipeline assets and bolt-on deals

Novo unveils pipeline-diversification and bolt-on deal plans at its capital markets day, but shares slide 5% as investors want bigger swings.

Endpoints News @endpts.com · 18/09/2026

Anthropic barred life sciences work on Mythos in July. It is now opening a verification program that gives approved research teams partial access.

Anthropic starts allowing some life sciences researchers to use Mythos

Anthropic launched a Life Sciences Verification Program, granting select researchers access to AI models Mythos, Opus, and Sonnet, while maintaining biosafety restrictions on high-risk biological task...

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Endpoints News @endpts.com · 18/09/2026

China's new five-year plan sets a target of ranking among the world's best in biopharma R&D by 2030 and pushes its drugmakers to sell abroad.

China sets ambitious goals for global drug and biotech expansion in new five-year plan

China's new five-year plan targets 20% annual pharma revenue growth and a quarter of the world's first-in-class drugs by 2030.

Endpoints News @endpts.com · 18/09/2026

What are the consequences if biotech companies start keeping their science secret? For one — “we’re going to make shitty investment decisions,” said Patrick Malone, partner at KdT Ventures, during our China Biotech Debate in DC. Catch up on the full conversation: www.youtube.com/watch?v=HDt9...

Endpoints News @endpts.com · 18/09/2026

In this week's Peer Review: Legend Biotech names Novartis' Ingrid Zhang as CEO as Carvykti competition grows, plus a flurry of C-suite moves at Vertex.

Legend names new CEO as Carvykti competition grows; Vertex makes a flurry of moves

Legend Biotech has tapped Novartis executive Ingrid Zhang as its new CEO at a time when the company is seeking its next act.

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Endpoints News @endpts.com · 18/09/2026

Electra Therapeutics priced a $350M Nasdaq IPO to fund a registrational trial of its lead immunology drug and a planned BLA.

Electra's $350M IPO will help it become a commercial biotech

Electra Therapeutics prices its Nasdaq IPO, 2026's 21st biotech float, to fund a Phase 2/3 trial of immunology drug ipsoprubart.

Endpoints News @endpts.com · 17/09/2026

Exclusive: Internal CMS emails obtained by Endpoints confirm drugmakers that join Generous are exempt from the Globe and Guard pricing demos.

Exclusive: Internal CMS email confirms Globe and Guard exemption strategy

CMS signaled drugmakers joining its Generous Medicaid rebate demo would be exempt from the Globe and Guard Medicare pilots, internal emails show.

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Endpoints News @endpts.com · 17/09/2026

Roche's Lunsumio beat the standard of care in a Phase 3 follicular lymphoma trial, clearing its path to full approval.

Roche eyes label expansion for Lunsumio after confirmatory lymphoma trial win

Roche's Lunsumio plus Revlimid beat Rituxan/Revlimid in Phase 3 CELESTIMO trial, supporting full FDA approval and second-line follicular lymphoma label expansion.

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Endpoints News @endpts.com · 17/09/2026

At least 21 biotechs have gone public by reverse merger this year. Marea and North Immunology are the latest two with $405M behind them.

Reverse merger run extends as Marea, North Immunology line up deals with $405M in backing

Marea and North Immunology take reverse-merger routes to Nasdaq with $225M and $180M financings as I&I dealmaking accelerates.

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Endpoints News @endpts.com · 17/09/2026

Bavarian Nordic named Sanofi veteran Tarja Stenvall as CEO with business development expected to top her agenda.

Bavarian Nordic names Tarja Stenvall as new CEO

Bavarian Nordic has appointed a veteran of Sanofi, AstraZeneca and Pfizer to replace Paul Chaplin as president and CEO.

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