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WuXi AppTec under Pentagon scrutiny Read in browser
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top stories
1. Exclusive: Trump administration pushes end-of-term deadline for ‘most favored nation’ promises
2. Pentagon reportedly seeks to add WuXi AppTec to military list, bringing fresh uncertainty
3. UK to spend more on medicines for US tariff exemption
4. Excelsior Sciences raises $95M for small molecule drug discovery, manufacturing
5. Imvax shares Phase 2b data for glioblastoma treatment, plans to meet with FDA
6. Novartis plans to lay off 550 workers at Swiss factory 
7. AstraZeneca to onshore rare disease portfolio as part of its $50B pledge to the US
Anna Brown
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Endpoints News reviewed a document that details the ongoing drug pricing talks between drugmakers and the White House. This includes a deadline as to when pharma companies should execute on their manufacturing investments in the US and that they would be barred from stockpiling to work around tariffs. Read more below.

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Anna Brown
Biopharma Breaking News Reporter, Endpoints News
Novo Nordisk CEO Maziar Mike Doustdar (center left) and Eli Lilly CEO David Ricks (center right) at the Oval Office with President Donald Trump on Nov. 6, 2025 (Andrew Caballero-Reynolds/AFP via Getty Images)
1
by Anna Brown

Large phar­ma com­pa­nies that have made “most fa­vored na­tion” deals with the White House will have un­til the end of Pres­i­dent Don­ald Trump’s cur­rent term to ful­fill some of their com­mit­ments to in­vest in the US, ac­cord­ing to a frame­work of the agree­ments re­viewed by End­points News.  

The doc­u­ment, ti­tled a “let­ter of agree­ment,” is a tem­plate that ap­pears to for­mal­ize agree­ments be­tween com­pa­nies and the US De­part­ment of Com­merce. Its au­then­tic­i­ty was con­firmed by mul­ti­ple sources in­volved in those ne­go­ti­a­tions.

The ex­act amounts com­pa­nies will have to in­vest in the US are be­ing ne­go­ti­at­ed in­di­vid­u­al­ly, ac­cord­ing to two drug­mak­ers in­volved in talks. At least one ex­pects to ful­fill the en­tire­ty of its multi­bil­lion-dol­lar pledge by the Jan. 1, 2029 dead­line.

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2
by Jared Whitlock

WuXi AppTec’s re­prieve from a Wash­ing­ton crack­down may not last.

The Pen­ta­gon is re­port­ed­ly seek­ing to add WuXi AppTec to a list of com­pa­nies that aid the Chi­nese mil­i­tary. Such a des­ig­na­tion would height­en scruti­ny of the com­pa­ny, and once again make it a tar­get of the pro­posed Biose­cure Act that seeks to re­strict cer­tain Chi­nese bio­phar­ma con­trac­tors.

A let­ter sent Oct. 7 by Deputy De­fense Sec­re­tary Stephen Fein­berg to the heads of con­gres­sion­al de­fense com­mit­tees rec­om­mend­ed adding eight com­pa­nies, in­clud­ing WuXi AppTec, to the Pen­ta­gon’s so-called 1260H list, Bloomberg News re­port­ed. It’s un­clear why Fein­berg rec­om­mend­ed WuXi AppTec for the list, and the Pen­ta­gon did not re­spond to a re­quest for com­ment.

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3
by Anna Brown

The UK gov­ern­ment on Mon­day an­nounced a ma­jor drug pric­ing deal with the White House in which the UK will pay bil­lions more pounds for med­i­cines in ex­change for a re­prieve from phar­ma tar­iffs on US-bound ex­ports for three years.

Ne­go­ti­a­tions on the UK-US trade deal have been on­go­ing since at least Oc­to­ber. US trade en­voy Jamieson Greer was in Lon­don on Nov. 24 to fi­nal­ize the terms of the deal.

As part of the arrange­ment, the UK gov­ern­ment will raise its cost-ef­fec­tive­ness thresh­old for new drugs by 25%. That thresh­old de­ter­mines whether the UK’s Na­tion­al In­sti­tute for Health and Care Ex­cel­lence (NICE) will rec­om­mend a new drug to the NHS, and has been un­changed for two decades. In essence, NICE will be able to rec­om­mend more drugs that would have been pre­vi­ous­ly re­ject­ed be­cause they were be­lieved to be too ex­pen­sive.

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Excelsior Sciences co-founders Jana Jensen (L) and Michael Foley
4
by Anna Brown

A New York start­up that's look­ing to ac­cel­er­ate how quick­ly pre­clin­i­cal small mol­e­cule can­di­dates en­ter clin­i­cal tri­als has cor­ralled $95 mil­lion.

Ex­cel­sior Sci­ences has raised $70 mil­lion in a Se­ries A round, led by Deer­field Man­age­ment, Khosla Ven­tures and Sofinno­va Part­ners, with Eli Lil­ly and oth­ers pitch­ing in. The start­up al­so se­cured a $25 mil­lion grant from New York’s Em­pire State De­vel­op­ment, which sup­ports lo­cal busi­ness­es, the com­pa­ny said Wednes­day. The start­up is op­er­at­ing from a 1,500-square-foot lab­o­ra­to­ry on Park Av­enue.

The Se­ries A will be used in part to de­vel­op its chem­i­cal syn­the­sis tech­nol­o­gy, co-founder and chief op­er­at­ing of­fi­cer Jana Jensen told End­points News in an in­ter­view. It will al­so use the raise to de­vel­op its own pipeline of small mol­e­cules, she added.

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5
by Kyle LaHucik

Im­vax, a biotech led by for­mer Spark Ther­a­peu­tics ex­ec­u­tives, says its glioblas­toma treat­ment was suc­cess­ful at keep­ing pa­tients alive about six months longer than stan­dard of care in a Phase 2b study. But the ex­per­i­men­tal ap­proach did not suc­ceed on the pri­ma­ry end­point of pro­gres­sion-free sur­vival.

The Philadel­phia start­up is forg­ing ahead, though. It be­lieves over­all sur­vival is the agen­cy's de­sired reg­u­la­to­ry end­point, and there's a "pauci­ty of op­tions for pa­tients over the last 20 years and no re­al im­prove­ment in stan­dard of care,” ex­ec­u­tive chair John Furey told End­points News.

The five-year sur­vival rate is about 7%, ac­cord­ing to the Glioblas­toma Foun­da­tion.

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6
by Anna Brown

No­var­tis plans to re­or­ga­nize two Swiss fa­cil­i­ties, which it says could re­sult in 550 lay­offs as it dis­con­tin­ues some man­u­fac­tur­ing at its site in Stein.

The com­pa­ny in­tends to dis­con­tin­ue tablet and cap­sule man­u­fac­tur­ing and pack­ag­ing at the fa­cil­i­ty by the end of 2027, it said Tues­day in a re­lease. The po­ten­tial job cuts could oc­cur by the end of 2027, but that could change de­pend­ing on a con­sul­ta­tion process, No­var­tis said.

The Stein fac­to­ry will con­tin­ue to fo­cus on cell and gene ther­a­py man­u­fac­tur­ing, with No­var­tis plan­ning to in­vest $26 mil­lion at the site to boost ster­ile dosage form ca­pac­i­ty.

Mean­while, the drug­mak­er is al­so plan­ning to in­vest $80 mil­lion at its Schweiz­er­halle fa­cil­i­ty to ex­pand small in­ter­fer­ing RNA pro­duc­tion for its car­dio­vas­cu­lar, re­nal and meta­bol­ic ther­a­pies. The Schweiz­er­halle ex­pan­sion will cre­ate 80 new jobs.