Korea's regulator approved Hanmi Pharmaceutical's efpeglenatide, the first homegrown GLP-1 obesity drug, after patients lost 9.02% of body weight in 40 weeks. That is less than Wegovy and Mounjaro showed in longer trials, so Hanmi's case rests on milder side effects and a price for long-term patients that it has not yet set.
Reality
- Evidence60
- Adoption
- Insufficient
- Hype gap+20
- Incentives55
- Confidence58
A team at HIPS, the Institut Pasteur and Universite Paris Cite reports that corramycin attacks the same enzyme as fluoroquinolones by a different route and stays active against isolates those drugs no longer touch. An earlier program dropped the compound over production cost.
Reality
- Evidence58
- Adoption
- Insufficient
- Hype gap+22
- Incentives66
- Confidence62
Moderna's melanoma readout and an FDA approval a week later gave biotech bulls their summer story, though the figure worth underwriting is the calendar behind the RAS drug: money raised in 2012, asset sold in 2018, approval fourteen years on.
Reality
- Evidence58
- Adoption30
- Hype gap+28
- Incentives65
- Confidence55
A $650m manufacturing commitment through 2030 comes to roughly $130m a year against $2.1bn of American revenue, which is cheap enough that the more consequential move is the one Galderma made to its org chart.
Reality
- Evidence38
- Adoption52
- Hype gap+28
- Incentives74
- Confidence40
A study of Philippine cough and cold prices confirms real savings on Pfizer lines after the 2019 deal, then finds Sanofi, never a party to it, raised prices by more than Pfizer's fell.
Reality
- Evidence52
- Adoption24
- Hype gap+16
- Incentives58
- Confidence47