Le Journal

Alumis beams as pivotal data on Sotyktu rival drive stock surge
A pair of phase 3 psoriasis studies of Alumis’ TYK2 inhibitor have hit their primary endpoints, setting the biotech up to file for approval of a potential challenger to Bristol Myers Squibb’s Sotyktu. With the news, Alumis’ shares more than doubled in premarket trading.

Naox Technologies nabs 1st FDA clearance for in-ear EEG brain monitoring device
Naox Technologies has become the first medtech company to receive an FDA clearance for its in-ear EEG device that can negate the need for complex and limited scalp electrodes that have been used for brain monitoring for decades.

Lilly returns to Nimbus with $1.3B deal to create new oral obesity drug
Eli Lilly has returned to Nimbus Therapeutics for another metabolic collaboration, this time focused on the red-hot space of oral obesity therapies.

Arrowhead takes aim at obesity market with early data on dual gene silencing assets
Arrowhead Pharmaceuticals has reported early-phase data on a pair of gene silencing drug candidates in obesity, posting preliminary evidence that the molecules help people shed fat to send its stock up.

In Structure licensing deal, Roche commits $100M to shore up GLP-1 position

Amgen stitches new acquisition worth up to $840M for UK biotech and its cancer programs

Bright Minds shines with phase 2 win for anti-seizure serotonin receptor activator

Boehringer continues kidney disease dealmaking run with $120M Variant Bio pact

3 biopharma CEOs explain why they are 'authentically optimistic' for 2026
While policy shifts and leadership shakeups at institutions like the FDA dominated headlines in 2025, drugmakers would do well to sift through the noise and remain focused on what they do best—developing novel medicines to address unmet needs.

