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top stories
1. Novo Nordisk is feeling the competition from compounded GLP-1s, exec says
2. Revance and Crown are almost ready to close their deal after earlier bidding war
3. Small personalized vaccine trial sees progress in late-stage kidney cancer
4. Kura's AML drug passes key study in advanced patients, plans next steps with FDA and newly diagnosed studies
5. EyePoint shares more mid-stage data for therapy trying to compete with Regeneron's Eylea
6. Updated: Novo Nordisk sees growth slowing this year, plans CagriSema filing for 2026
7. GSK defiant against vaccine challenges, will prioritize other growth areas
8. Trump 2.0 blog: Musk's DOGE team searches CMS payment systems for fraud
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Zachary Brennan
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A small trial is showing promise for a personalized vaccine for kidney cancer patients, developed in part by Dana-Farber researchers (see more below). A co-author of the Nature paper told me today that the trial in nine patients "was specifically done in an earlier course of the cancer where we think vaccines may have the most impact."

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Zachary Brennan
Senior Editor, Endpoints News
@ZacharyBrennan
1
by Shelby Livingston

Many Amer­i­cans have flocked to cheap­er, com­pound­ed ver­sions of GLP-1 weight loss drugs in lieu of brand-name treat­ments. That com­pe­ti­tion is cut­ting in­to de­mand for No­vo Nordisk’s pre­scrip­tions, a com­pa­ny ex­ec said Wednes­day.

“Our lat­est mar­ket in­tel­li­gence does tell us and show us that it is hav­ing an im­pact and it is grow­ing faster than we had an­tic­i­pat­ed,” David Moore, No­vo’s head of US op­er­a­tions, said dur­ing the drug­mak­er’s fourth-quar­ter earn­ings call.

He was re­spond­ing to a ques­tion about com­pound­ed drugs’ ef­fects on de­mand for the com­pa­ny’s prod­ucts. Com­pound­ed drugs are copies of brand-name treat­ments mixed up by phar­ma­cies, and they’re typ­i­cal­ly per­mit­ted on­ly when there’s a drug short­age.

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2
by Nicole DeFeudis

The fight over who gets con­trol of Re­vance Ther­a­peu­tics and its Botox com­peti­tor, Daxxi­fy, is com­ing to a close.

On Wednes­day, Re­vance said it’s mov­ing for­ward with its sale to Crown Lab­o­ra­to­ries. The two com­pa­nies had been in talks for months when, in Jan­u­ary, Re­vance’s com­mer­cial part­ner Teox­ane sub­mit­ted a com­pet­ing bid.

Crown had ini­tial­ly of­fered $6.66 per share in Au­gust to ac­quire Re­vance. Short­ly af­ter, Teox­ane ini­ti­at­ed a con­tract dis­pute with Re­vance that de­layed the deal and was a fac­tor in Crown’s de­ci­sion to slash its of­fer to $3.10 a share. Teox­ane, which de­vel­ops der­mal fillers, then pro­posed to buy Re­vance for $3.60 per share.

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3
by Zachary Brennan

All nine late-stage kid­ney can­cer pa­tients in a Phase 1 tri­al of a per­son­al­ized vac­cine re­mained can­cer-free af­ter about three years of re­ceiv­ing treat­ment, re­searchers wrote in a Na­ture pa­per pub­lished on Wednes­day.

Co-prin­ci­pal in­ves­ti­ga­tors Toni Choueiri from Dana-Far­ber and David Braun from Yale said they treat­ed the nine pa­tients, with stage III or IV clear cell re­nal cell car­ci­no­ma, with a per­son­al­ized can­cer vac­cine af­ter surgery. Five pa­tients al­so re­ceived Bris­tol My­ers Squib­b's im­munother­a­py Yer­voy with the vac­cine.

Ac­cord­ing to Dana-Far­ber, the team us­es pre­dic­tive al­go­rithms to de­ter­mine which neoanti­gens to in­clude in each three-shot vac­cine se­ries based on their like­li­hood to in­duce an im­mune re­sponse.

“This ap­proach is tru­ly dis­tinct from vac­cine at­tempts in kid­ney can­cer," Braun said in a state­ment. "We be­lieve this work can form a foun­da­tion for the de­vel­op­ment of neoanti­gen vac­cines in kid­ney can­cer."

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Troy Wilson, Kura Oncology CEO
4
by Lei Lei Wu

The race is on be­tween Ku­ra On­col­o­gy and Syn­dax Phar­ma­ceu­ti­cals.

On Wednes­day, Ku­ra and its part­ner Ky­owa Kirin an­nounced that their tar­get­ed treat­ment ziftomenib suc­ceed­ed in a key study for a sub­set of ad­vanced acute myeloid leukemia pa­tients and that Ku­ra will be sub­mit­ting an ap­pli­ca­tion to the FDA in the sec­ond quar­ter of the year.

Ziftomenib blocks a cell growth reg­u­la­tor called menin, and the tri­al looked at how many pa­tients had a com­plete re­sponse to the drug. Ku­ra pres­i­dent and CEO Troy Wil­son de­clined to pro­vide any da­ta on the suc­cess­ful Phase 2 re­sult, say­ing the biotech had sub­mit­ted the re­sults to a “large US med­ical con­fer­ence” tak­ing place next quar­ter.

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5
by Kyle LaHucik

Eye­Point Phar­ma­ceu­ti­cals, a biotech at­tempt­ing to grab a sliv­er of Re­gen­eron's share of the de­gen­er­a­tive eye dis­ease mar­ket, said six-month re­sults show its drug met the pri­ma­ry end­point in a Phase 2 tri­al.

At first, the da­ta did­n't ap­pear to please in­vestors. The read­out sent Eye­Point's shares EYPT down as much as 25% be­fore Wednes­day's open­ing bell. But the stock re­versed af­ter the mar­kets opened, with shares trend­ing up about 10%.

The study, dubbed VERONA, is test­ing Du­ravyu in pa­tients with di­a­bet­ic mac­u­lar ede­ma. The Boston-area biotech last fall raised $161 mil­lion on the back of ear­li­er in­ter­im da­ta from that tri­al.