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This week: FDA approvals | Reconsidering US investment projects | Billion-dollar deals | Catering to

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IntellaTurn's Weekly Scoop

By Erin at IntellaTurnMay 15, 2025

This week: FDA approvals | Reconsidering US investment projects | Billion-dollar deals | Catering to the GLP-1 crowd

Notable FDA approvals

Amneal’s BREKIYA: Self-administered migraine treatment

  • Brekiya becomes the first and only dihydroergotamine autoinjector for the acute treatment of migraine with or without aura and the acute treatment of cluster headaches in adults.

  • Amneal’s autoinjector provides patients with the potential for sustained pain relief in a self-administered form. It contains the same medication used in hospitals, now in a ready-to-use device.

  • It also does not require refrigeration, assembly, or priming of the device. The product will be available in the second half of 2025. (PharmaLive)

Merck’s WELIREG: First oral therapy for rare adrenal gland tumors

  • The FDA expanded the approval of Welireg (belzutifan) to include certain types of pheochromocytoma or paraganglioma (PPGL) in adults and children.

  • PPGLs comprise a group of rare neuroendocrine tumors that have an incidence of approximately 0.57 per 100,000 person-years. The tumors occur in 0.1% t0 0.6% of patients with hypertension and account for about 5% of adrenal incidentalomas.

  • A hypoxia-inducible factor-2α inhibitor, Welireg previously received approval for advanced renal cell carcinoma and certain subtypes of von Hippel-Lindau disease. (MedPage Today)

AbbVie’s EMRELIS: Accelerated approval for antibody-drug conjugate in lung cancer

  • The FDA granted accelerated approval to Emrelis (telisotuzumab vedotin) in second-line non-small cell lung cancer for patients with overexpression of a protein called c-Met. No immediate pricing information was available.

  • The decision gives AbbVie another avenue to make up for declining sales of Imbruvica, a longtime blood cancer blockbuster that’s held up the company’s oncology revenue since it acquired the biotech that developed the ADC, Pharmacyclics, in 2015 for $21 billion. (Endpoints)

Roche may reconsider US investment projects

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iStock.com/cagkansayin

What’s new: On the heels of the Trump administration’s recent “Most Favored Nation” executive order on drug pricing, Roche is signaling that it could reconsider its US investment plans.

  • The executive order seeks to tie US drug prices to lower prices in other developed nations. While there are many unknowns about the measure, the industry was quick to hit back and share its concerns.

“Should the proposed Executive Order go into effect, Roche’s ability to fund the significant investments previously announced in the US will be in question,” a Roche spokesperson said via email.

“Overall, we are concerned that the Executive Order will undermine the US’s position as the world’s leading pharmaceutical and healthcare ecosystem, as well as dampen economic growth and lead to job losses in the US.”

Context: Before the executive order, Roche recently laid out plans to swell its US footprint through a $50 billion investment over five years.

  • The investment push includes several new manufacturing plants and an expansion and upgrade of pharma and diagnostics R&D centers in several states.

  • "Without broader reforms to healthcare delivery in the US, referencing international prices does little to nothing to impact patient out of pocket cost for medicines," the company stressed.

The big picture: Besides Roche, other pharma giants such as Eli Lilly, Johnson & Johnson and Gilead Sciences have touted their US investment plans in recent weeks. (Fierce Pharma)

Billion-dollar deals

Illustration of a person holding money
Axios Media

➡️ Novo doubles down on oral obesity meds with Septerna deal worth up to $2.4B

  • Novo Nordisk is looking to stay on top of the obesity drug market as competitors race ahead, striking a deal with Septerna to co-develop small molecule oral obesity drugs. Novo is fronting $200 million off the bat and up to $2.2 billion in R&D and milestone payments.

  • The two companies will create small molecule drugs for obesity, type II diabetes and other cardiometabolic diseases aimed at G-protein coupled receptors (GPCRs), including GLP-1, GIP and glucagon, according to a release announcing the licensing deal. (BioSpace)

➡️ GSK pays $1.2B upfront for Boston Pharmaceuticals' lead liver disease drug

  • The asset, efimosfermin, has already passed mid-stage tests and is now a phase 3-ready therapy to help stop the progression of steatotic liver disease (SLD), a condition where fat builds up in the liver.

  • If left untreated, this can lead to increasing levels of liver damage through scarring and cirrhosis.

  • The therapy, which was once owned by Novartis, works as a once-monthly fibroblast growth factor 21 (FGF21) analog therapeutic and is being assessed in metabolic dysfunction-associated steatohepatitis (MASH), including cirrhosis, with GSK eyeing future work in alcohol-related liver disease (ALD), both of which are forms of SLD. (Fierce Biotech)

Interesting read: Catering to the GLP-1 crowd with protein shakes

Protein shake
iStock.com/Farion_O

New shakes: High-protein yogurt brand Oikos is expanding beyond the dairy aisle with protein shakes geared to GLP-1 users, Danone North America said.

  • The new Oikos Protein Shakes will be released this month on Amazon and other select retailers, including Kroger and CVS stores nationwide.

  • The shakes have 30 grams of protein and 5 grams of prebiotic fiber and come in three flavors: vanilla, chocolate and salted caramel.

Driving the news: Food giants are rolling out new products to cater to the changing appetites of the growing number of people taking Ozempic, Wegovy, Mounjaro or Zepbound.

  • Eating a high-protein diet is important to maintain muscle for people taking the injectable treatments and others looking to lose weight, research shows.

The big picture: Danone joins other companies betting on the GLP-1 trend, which includes Nestlé and Conagra with frozen meals, Smoothie King with its GLP-1 menu and a wide range of supplements.

  • Nearly 18 million Americans are expected to be taking versions of GLP-1 drugs by 2029, according to investment bank UBS. (Axios)

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