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Regulatory and Compliance Updates news
(page 9)
30 April 2026
Repsol Q1 2026 adjusted net income €873m
Inventory-driven earnings and Middle East volatility prompt €1.2bn stock build, kerosene output up 15–20%, €35m in fuel discounts at stations to date.
30 April 2026
Messer 2025 sustainability report — 2% GHG reduction
Year‑on‑year 2% reduction in market‑based GHGs from operations; renewable electricity and solar installs; ZeCarb carbon services; independent limited assurance for materiality and select KPIs.
30 April 2026
MOL to acquire O&GD upstream assets in Hungary
Buys 51% stakes in three Central Hungary concessions (~0.7 mboepd) plus Eastern Hungary assets (~0.2 mboepd), adding ~0.9 mboepd to group production; closing Q3 2026, subject to approvals.
30 April 2026
Uniper receives preliminary approval for hydrogen-ready CCGT Unit 8 at Staudinger
Regional authority grants preliminary approval for hydrogen-ready 890 MW CCGT; feasibility, emissions and habitat issues resolved; first partial permit due Q3 2026; project to enter capacity auctions
30 April 2026
Petrobras posts 1Q26 own production record of 3.23 MMboed
Ramp-up of multiple FPSOs and 10 new wells drove production gains (3.7% QoQ, 16.1% YoY); operated production 4.65 MMboed. Refining utilization, S10 diesel output and logistics records; LPG imports fell.
30 April 2026
Lhyfe to supply green hydrogen to BMW Group’s Steyr R&D centre
Multi-year deal to supply green hydrogen to an Austrian R&D site for development and validation of third-gen fuel-cell systems; first Austrian deliveries via bulk transport; RFNBO-certified.
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30 April 2026
Eli Lilly Q1 2026: Revenue up 56%, raises full‑year guidance
EPS jumped ~170% reported (~156% non‑GAAP); volume growth offset lower realized prices; FDA approved oral GLP‑1 Foundayo; positive Phase‑3 readouts; four acquisitions announced
30 April 2026
Merck & Co Q1 2026 Results — Sales Growth, Regulatory Approvals and Clinical Milestones
Q1 revenue $16.3B; KEYTRUDA $8.0B. GAAP loss $1.72/sh, non-GAAP loss $1.28/sh after $9.0B Cidara charge. Announced Terns acquisition; raised 2026 sales to $65.8-67.0B and non-GAAP EPS $5.04-5.16
29 April 2026
Biosimilars: stricter expectations for elastomeric closures
Originator-level assessment required (functionality, E&L, CCI). Supplier data can't replace system-level testing. Risks: format migration, dual-market filings. Adopt platform approach; decide early.
29 April 2026
SABIC Q1 2026 results
Q1: adjusted EBITDA +25% to SAR4.15bn; revenue -6% to SAR26.15bn; adjusted net income SAR816m; realized $220m recurring EBITDA savings; divestments announced; urea capacity could rise 54%
29 April 2026
Novo Nordisk: Denecimig (Mim8) reduces annualised bleeding rate in haemophilia A regardless of inhibitor status
Denecimig (Mim8) cut annualised bleeding rates in haemophilia A (with/without inhibitors) in Phase 3 FRONTIER2 for once-monthly/weekly dosing; well tolerated, no thromboembolic events
29 April 2026
GSK Q1 2026 — Specialty Medicines Drive Growth
Q1 sales £7.6bn (+5% CER); Specialty Medicines £3.2bn (+14%). Core operating profit +10%, Core EPS +9%. Strong cash generation; 17p Q1 dividend. 2026 guidance and >£40bn 2031 target reaffirmed.
29 April 2026
UPM approves Plywood demerger to create listed WISA Group
Board approved plan to spin off a business into a new listed company; EGM approval pending; 1:1 share distribution; target completion Oct 31, 2026; listing expected early Nov 2026.
29 April 2026
LANXESS and Fuelcare partner on European fuel biocide distribution
EU-approved fuel biocides (Kathon FP 1.5, Preventol D2/FuelClear M15) to protect stored fuels—prevent microbial growth, sludge and corrosion; includes dosing tech and expanded service hubs.
29 April 2026
UPM Q1 2026: Strong start led by decarbonization solutions
Q1 sales €2,505m; comparable EBIT €274m (-5%); operating cash flow €89m; net debt €2,962m. Energy and biofuels strong. H1 comparable EBIT guidance €325–525m.
29 April 2026
Neste Q1 2026 Interim Report
Strong Q1: comparable EBITDA EUR 861m; cash flow before financing EUR 286m; renewable margin USD 856/t; oil refining margin USD 23.0/bbl; leverage 31.7%; volumes hit by maintenance
28 April 2026
Plastic Ingenuity adopts PureCycle PureFive recycled PP for coffee lids
Coffee lids now use 25-100% recycled polypropylene from a dissolution process; material retains virgin-like performance, has FDA food-contact clearance and GreenCircle certification.
28 April 2026
GSK: FDA grants priority review and Breakthrough Therapy for bepirovirsen
Phase III B-Well trials showed significantly higher functional cure rates and acceptable safety in chronic hepatitis B; drug is an antisense oligonucleotide; PDUFA date 26 Oct 2026
28 April 2026
UPM joint venture with Sappi enters EU Phase II merger review
EC opened Phase II on 28 Apr 2026. The proposed graphic-paper JV needs approvals in other jurisdictions; parties are cooperating and say the deal strengthens European supply resilience.
28 April 2026
REMONDIS: Closing the Textile Loop
Joint initiatives improve textile collection, sorting and recycling; mechanical and chemical recycling needed for mixed fibres. EPR funding and eco-modulation to fund infrastructure and boost reuse.
28 April 2026
Borealis awarded EcoVadis Gold 2026
EcoVadis score rose to 84/100 (from 80); improvements in environment, labour & human rights and ethics; sustainable procurement maintained; max score for policy implementation.
28 April 2026
Boehringer Ingelheim’s survodutide achieves 16.6% weight loss in Phase III obesity trial
Trial met co-primary endpoints; 85.1% achieved ≥5% weight loss vs 38.8% placebo; weight loss mainly fat with reduced waist circumference; GI events were mild–moderate; MASH trials ongoing
27 April 2026
GSK efimosfermin granted FDA Breakthrough and EMA PRIME for MASH
Phase II data: once-monthly long-acting FGF21 candidate improved fibrosis and disease resolution in F2/F3, well tolerated; phase III underway and F4 trials planned; condition drives liver transplants
27 April 2026
Johnson & Johnson’s IMAAVY granted FDA Priority Review for wAIHA
FDA granted Priority Review to nipocalimab sBLA for warm autoimmune hemolytic anemia after Phase 2/3 ENERGY showed durable hemoglobin responses and fatigue improvement; review ~6 months.
27 April 2026
Johnson & Johnson: FDA approves CAPLYTA sNDA to reduce schizophrenia relapse risk
FDA approved sNDA for CAPLYTA (lumateperone) to prevent relapse in schizophrenia. Phase 3 randomized‑withdrawal: 63% lower relapse risk (HR 0.37); 84% relapse‑free at 6 months; safety consistent.
27 April 2026
Lilly to acquire Ajax Therapeutics for AJ1‑11095, a first‑in‑class Type II JAK2 inhibitor
Lead program in Phase 1; POC data due late 2026. Designed to deliver deeper, more durable responses than current Type I JAK2 therapies. Deal may pay up to $2.3B, subject to closing.
27 April 2026
Dow and RDM Group launch Multiboard CirculaRR — food-contact packaging from 100% recycled fibre and recycled PE
Plastic-coated paper packaging made from recycled cartonboard and ISCC PLUS-certified recycled PE. Food-contact compliant, designed for mixed-paper recycling; suitable for frozen and dry pet food
24 April 2026
BASF launches ELASTOSPRAY BMB biomass‑balance isocyanate for North American SPF market
Drop-in biomass-balance isocyanate for SPF systems requires no reformulation, offers 21-29% lower product carbon footprints, REDcert2-verified, supports EPDs and local renewable-energy production
24 April 2026
Mitsui Chemicals, Idemitsu Kosan and Sumitomo Chemical cleared by JFTC for Sumitomo’s PP and LLDPE integration into Prime Polymer
MOU (Sept 2025) and definitive agreement (Dec 2025) formalize PP/LLDPE business integration; overseas antitrust reviews are ongoing and the deal will close after their clearance.
24 April 2026
Chugai Q1 FY2026 Results
Core rev ¥321.7B (+11.5%), core OP ¥163.3B (+17.1%), core net ¥118.6B (+19.6%). Launched Elevidys (DMD JP); Lunsumio+Polivy approved for LBCL. R&D: NXT007 switch, Enspryng (MOGAD), Foundayo US approval.
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