Pharma

Recent developments

AI and digitalization

Digitalization advanced across devices and R&D. Aptar’s Noble unit secured a U.S. patent for AI sound detection in drug‑delivery and diagnostic devices, supporting objective use verification and training. Novo Nordisk and AWS opened an AI co‑innovation hub in London to compress target‑to‑dose timelines and scale AI across operations.

RNA and single‑use

Manufacturing enablers expanded. Wacker Biotech and Eclipsebio partnered on end‑to‑end RNA design and GMP production, aligning AI sequence design with IVT‑to‑LNP GMP capabilities. Bioprocess cold‑chain robustness was highlighted by DuPont’s Liveo Pharma TPE Ultra‑Low Temp Tubing, specified to −86°C for high‑purity single‑use flows.

CDMO and supply

Service providers signaled steady demand amid macro headwinds. Bilfinger Q2 results cited growing outsourcing potential in Pharma & Biopharma despite softer orders. WACKER Q2 2026 results showed higher Biosolutions sales within a cost‑focused turnaround. Modalities diversification continued with MGC’s patent for a nucleic acid drug targeting lncRNA H19, alongside its AXELPHEX CRDMO expansion.

Approvals and filings

Novo Nordisk launched Awiqli once‑weekly basal insulin in the U.S. Takeda’s ORZEYFUL approved by FDA is an orexin‑pathway therapy for NT1. Merck filed an ENFLONSIA supplemental BLA to protect high‑risk under‑2s through a second RSV season. J&J received Priority Review for subcutaneous RYBREVANT FASPRO in post‑platinum HNSCC. Chugai submitted an Enspryng indication to prevent relapses in MOGAD.

Pipelines and deals

Novo reported neutral ZEUS phase 3 results for ziltivekimab, while continuing other CVOTs. Lilly’s Eli Lilly Q2 2026 results underscored obesity‑driven revenue, capacity additions, and a 2027 retatrutide filing plan; its olomorasib Breakthrough Therapy designation targets KRAS G12C pancreatic cancer. M&A included argenx’s tender offer for Forte.