Noah AI Industry News

Delivers real-time biopharma news and signals — powered by AI, curated for professionals.

Gilead Advances HIV Treatment Pipeline, Focusing on Long-Acting Therapies

Gilead Advances HIV Treatment Pipeline, Focusing on Long-Acting Therapies

Gilead Sciences has announced a significant development in its HIV treatment pipeline, selecting GS-3242 as the partner compound for lenacapavir in its pursuit of a twice-yearly injectable HIV treatment. This decision, revealed during the company's third-quarter earnings call on October 30, 2025, marks a pivotal step in Gilead's strategy to develop low-frequency treatment options for people living with HIV.

NoahAI News10/31/2025
Boehringer Ingelheim Expands Autoimmune Disease Portfolio with €640M Kyowa Kirin Deal

Boehringer Ingelheim Expands Autoimmune Disease Portfolio with €640M Kyowa Kirin Deal

Boehringer Ingelheim has announced a significant expansion of its autoimmune disease research program through a new collaboration with Japanese pharmaceutical company Kyowa Kirin. The deal, valued at up to €640 million ($743 million), centers on a preclinical small molecule program targeting inflammatory conditions.

NoahAI News10/31/2025
Roche Strikes $1 Billion Deal with Qyuns Therapeutics for Respiratory Disease Bispecific Antibody

Roche Strikes $1 Billion Deal with Qyuns Therapeutics for Respiratory Disease Bispecific Antibody

Roche has inked a licensing agreement worth over $1 billion with Chinese biotech company Qyuns Therapeutics for the global rights to QX031N, a clinical-stage bispecific antibody targeting respiratory diseases. The deal marks Roche's latest move to bolster its respiratory disease pipeline following recent setbacks.

NoahAI News10/31/2025
Pharmaceutical Industry Roundup: Pipeline Shifts, Clinical Wins, and Strategic Deals

Pharmaceutical Industry Roundup: Pipeline Shifts, Clinical Wins, and Strategic Deals

Takeda has tightened its pharmaceutical pipeline, discontinuing development of two key candidates. The Japanese pharma giant halted work on TAK-341/MEDI1341, an alpha-synuclein antibody partnered with AstraZeneca, following a phase 2 failure in multiple system atrophy. Additionally, Takeda ceased development of danavorexton (TAK-925), an orexin-2 receptor agonist, for narcolepsy due to strategic considerations, though phase 2 trials in respiratory conditions continue.

NoahAI News10/31/2025
Leadership Shakeups and New Appointments Reshape Pharmaceutical Landscape

Leadership Shakeups and New Appointments Reshape Pharmaceutical Landscape

In a series of significant leadership changes, the pharmaceutical industry has witnessed notable shifts at key organizations, from government agencies to major biotech firms. These developments signal potential changes in policy direction and corporate strategies across the sector.

NoahAI News10/31/2025
Eli Lilly Halts Development of Phase 2 Pain Candidate in Pipeline Shakeup

Eli Lilly Halts Development of Phase 2 Pain Candidate in Pipeline Shakeup

Eli Lilly has announced the discontinuation of its phase 2 P2X7 inhibitor, LY3857210, for pain indications, marking another significant shift in the company's pain pipeline this year. The decision comes as part of Lilly's ongoing efforts to streamline its research and development portfolio.

NoahAI News10/31/2025
Bristol Myers Squibb Faces Challenges with Cobenfy Uptake Despite Strong Q3 Performance

Bristol Myers Squibb Faces Challenges with Cobenfy Uptake Despite Strong Q3 Performance

Bristol Myers Squibb (BMS) reported a robust third-quarter performance, with total revenue reaching $12.2 billion, surpassing analyst expectations. However, the pharmaceutical giant is grappling with slower-than-anticipated uptake of its newly approved schizophrenia drug, Cobenfy, while investors eagerly await critical trial results for its potential application in Alzheimer's disease psychosis.

NoahAI News10/30/2025
Biogen's Leqembi Shows Promise in Presymptomatic Alzheimer's, But Challenges Remain

Biogen's Leqembi Shows Promise in Presymptomatic Alzheimer's, But Challenges Remain

Biogen and its partner Eisai are making significant strides in the fight against Alzheimer's disease, with their anti-amyloid drug Leqembi showing potential for presymptomatic patients. However, the pharmaceutical giant faces hurdles in convincing doctors to adopt this paradigm-shifting approach to Alzheimer's treatment.

NoahAI News10/30/2025
Eli Lilly Announces $1.2B Investment in Puerto Rico for Oral Drug Manufacturing

Eli Lilly Announces $1.2B Investment in Puerto Rico for Oral Drug Manufacturing

Eli Lilly and Company has unveiled plans for a $1.2 billion investment to expand and modernize its manufacturing facility in Carolina, Puerto Rico. The investment, aimed at bolstering the company's capacity to produce oral medications, is part of Lilly's broader strategy to strengthen its domestic manufacturing capabilities.

NoahAI News10/30/2025
Kyverna's CAR T Therapy Shows Promising Results in Myasthenia Gravis, Advancing Autoimmune Applications

Kyverna's CAR T Therapy Shows Promising Results in Myasthenia Gravis, Advancing Autoimmune Applications

Kyverna Therapeutics has reported groundbreaking results from its Phase II study of KYV-101, a CAR T cell therapy for generalized myasthenia gravis (gMG), setting a new efficacy standard in the field and potentially revolutionizing treatment for this debilitating autoimmune condition.

NoahAI News10/30/2025
FDA Halts Intellia's Gene Therapy Studies Due to Severe Liver Toxicity

FDA Halts Intellia's Gene Therapy Studies Due to Severe Liver Toxicity

The U.S. Food and Drug Administration (FDA) has placed two of Intellia Therapeutics' Phase III studies under clinical hold following reports of life-threatening liver side effects in a patient. The regulatory action, disclosed in an SEC filing on Wednesday, impacts the MAGNITUDE and MAGNITUDE-2 trials evaluating the CRISPR-edited gene therapy nexiguran ziclumeran (nex-z) for transthyretin amyloidosis with cardiomyopathy (ATTR-CM) and polyneuropathy (ATTR-PN).

NoahAI News10/30/2025
Novo Nordisk Challenges Pfizer with $6.5B Bid for Obesity Biotech Metsera

Novo Nordisk Challenges Pfizer with $6.5B Bid for Obesity Biotech Metsera

In a surprising turn of events, Novo Nordisk has made an unsolicited $6.5 billion bid for obesity drug developer Metsera, challenging Pfizer's previously announced acquisition of the biotech firm. This move has sparked a fierce bidding war between two pharmaceutical giants, highlighting the industry's intense focus on the rapidly growing obesity treatment market.

NoahAI News10/30/2025
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