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Briefs tagged "Eli Lilly"

2 briefs

AbbVie Amgen Arvinas BMS Biogen CNS CRISPR Therapeutics Eisai Eli Lilly FDA IBD IGF-1R J&J Merck Novartis Pfizer Regeneron Roche Sandoz Sanofi TL1A Takeda Vertex autoimmune biosimilars bispecific cardiovascular competitive landscape drug development gene therapy genetics immunotherapy metabolic oncology ophthalmology patent cliff protein degradation rare disease regulatory
9 min read

IGF-1R: 20 Years of Cancer Failures, Then a $2 Billion Eye Drug

Pfizer, Amgen, Lilly, Merck, and Astellas all failed at IGF-1R in cancer. Then a shelved Roche antibody became the only effective treatment for thyroid eye disease. Same receptor, completely different biology.

Five major pharmas spent two decades chasing IGF-1R as a cancer target. Every Phase 3 trial failed. The only IGF-1R drug ever approved is for thyroid eye disease — Tepezza, which generated $1.9 billion in 2024 and 8x exceeded its acquirer's peak forecast. Eleven more IGF-1R-for-TED programs are now in clinical trials, including the literal cancer-graveyard compound being resurrected by Sling Therapeutics. Targets don't travel. Disease context decides.

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drug developmentoncologyrare diseaseophthalmologyIGF-1RPfizerAmgenMerckRoche
13 min read

Alzheimer's: 20 Years, 99% Failure, $42 Billion, Two Drugs

Two drugs finally broke through. They work only before most patients are ever diagnosed.

Alzheimer's drug development has a 99.6% failure rate - the highest of any disease. Between 2003 and 2021, zero new treatments were approved while $42.5 billion was spent on clinical trials. Then lecanemab and donanemab broke through. But 27% slowing of cognitive decline, brain swelling in up to 1 in 4 patients, and $26,000/year raises the question: is this enough?

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drug developmentCNScompetitive landscapeEisaiBiogen

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