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IntellaTurn's Weekly Scoop
By Erin at IntellaTurn ● Aug 14, 2025
✨ Hello all! We’re excited to launch our latest newsletter, Regulatory TrendWatch, tracking fast-moving FDA and HHS policy developments. More details here. ✨
This week: Notable FDA approvals | Around the industry | Six months without an IPO | Bye bye, bifocals?
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iStock / EyeEm Mobile GmbH
✅ Insmed’s BRINSUPRI: First bronchiectasis drug and DPP1 blocker
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The FDA has signed off on Insmed’s brensocatib, to be marketed as Brinsupri, for the daily treatment of non-cystic fibrosis bronchiectasis for adults and kids 12 years and up.
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According to the company, Brinsupri’s approval marks two milestones for the industry: it is the first FDA approval for a DPP1 inhibitor and the first treatment cleared for the chronic pulmonary disorder.
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Brinsupri’s approval opens up a completely new therapeutic class: DPP1 inhibitors. Expressed by neutrophils, DPP1 is an enzyme that plays a role in triggering the inflammatory response in airways. (BioSpace)
✅ Boehringer Ingelheim’s HERNEXEOS: First oral treatment for HER2-mutated lung cancer
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With the FDA approval of its zongertinib in certain non-small cell lung cancer (NSCLC) patients, 175-year-old Boehringer Ingelheim is entering the oncology market.
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Zongertinib, which will be sold as Hernexeos, was specifically approved to treat previously treated NSCLC patients who have the relatively rare HER2 activating mutations in the tyrosine kinase domain (TKD).
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It’s a patient population that has a “huge unmet need” and is estimated to be comprised of about 40,000 people across the globe, according to the company.
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The mutated cancer type occurs in approximately 2% to 4% of NSCLC cases. Hernexeos is now the first FDA-approved oral treatment that can specifically target the disease, marking a welcome chemo-free treatment option for patients. (Fierce Pharma)
✅ PharmaTher’s KETARx: First ketamine product approved in an analgesic setting
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Canada-based PharmaTher received FDA approval for its ketamine therapy for surgical pain management, KETARx (racemic ketamine), on its third attempt.
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This comes after two previous rejections in April 2024 and October 2024, each citing minor deficiencies in the abbreviated new drug applications (aNDAs) for the therapy in anesthesia, mental health, neurological indications, pain and sedation.
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Ketarx’s approval marks the first time the FDA has approved a ketamine product in an analgesic setting. (Pharmaceutical Technology)
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Axios Media
➡️ Bayer, Kumquat target KRAS variant in $1.3B+ cancer collaboration
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Bayer will partner with Kumquat Biosciences to develop Kumquat’s KRAS G12D inhibitor through a collaboration that could generate up to $1.3 billion-plus for the San Diego biotech, while bolstering Bayer’s early precision oncology portfolio with a potential treatment for pancreatic, colorectal, and lung cancer, the companies said.
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The collaboration comes after the FDA last month cleared Kumquat’s investigational new drug (IND) application to begin clinical trials of the KRAS G12D inhibitor.
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Bayer and Kumquat reason that while KRAS mutations occur in nearly 25% of human cancers, G12D is the most prevalent oncogenic KRAS variant that still lacks effective treatment options. (Genetic Engineering & Biotechnology News)
➡️ PureTech launches Celea Therapeutics to develop highly touted lung disease candidate
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Using its hub-and-spoke business model, PureTech is launching a new company to develop deupirfenidone (LYT-100), its promising candidate for idiopathic pulmonary fibrosis (IPF) and other fibrotic and inflammatory lung conditions.
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PureTech has established Celea Therapeutics with a “mission to transform the treatment of respiratory diseases,” the Boston-based company said in a release this week.
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Running the London-listed subsidiary is former Teva North America CEO Sven Dethlefs, Ph.D., who has orchestrated the development of deupirfenidone for PureTech for the last year-plus. (Fierce Biotech)
➡️ Vor says drug licensed from RemeGen succeeded in Sjögren’s study
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Vor Biopharma said a late-stage study run in China by its partner RemeGen succeeded, showing that treatment with an experimental drug called telitacicept helped reduce disease activity in people with the autoimmune condition Sjögren’s syndrome.
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Vor didn’t share any specifics, but noted RemeGen plans to ask China’s health regulator for approval of telitacicept in Sjögren’s.
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The fusion protein drug is already cleared there to treat lupus, rheumatoid arthritis and generalized myasthenia gravis.
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Vor’s deal to license telitacicept was one of several dozen inked this year that brought drug candidates invented in China into the pipelines of U.S.- and Europe-based firms. (BioPharma Dive)
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Biotech industry goes six months without an IPO
iStock / Kwangmoozaa
What to know: It’s been six months since a drug developer went public on the US stock exchanges.
Historical context: This is one of the longest biotech IPO dry spells since the Great Recession, when 21 months separated Wall Street listings for biopharma companies. Ironically, that lull ended 16 years ago on a day in August.
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By comparison, there were more than 50 biotech IPOs from Feb. 13 to Aug. 13 in 2021, when it felt like nearly any company could land a ticker.
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However, many investors were burned during that period, and industry leaders agreed that the pace was unsustainable.
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Some companies that went public in the pandemic gold rush have since shuttered, including Omega Therapeutics. Others were acquired, like Ambrx Biopharma (by Johnson & Johnson) and Verve Therapeutics (by Eli Lilly).
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There was a nearly five-month bleak period for IPOs in 2022 and an approximately seven-month hiatus in 2011, if you don’t count Horizon’s $49 million IPO. At the time, it was considered a specialty pharma company with an approved drug.
Happening now: The current drought has led some companies to give up hope and shutter, and some biotechs like Odyssey Therapeutics have let their IPO plans stall.
Looking ahead: Kevin Eisele, a banker at William Blair, said in an interview that his team is starting to have “many more conversations with companies that are now actively exploring” IPOs in the fourth quarter of this year and the first quarter of 2026. (Endpoints)
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Interesting read: Bye bye, bifocals? New eye drops can fix farsightedness
iStock / Jelena Stanojkovic
What’s new: The FDA has approved the first eye drop that could allow users to ditch their bifocals—or at least rely on them far less often.
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Developed by the pharmaceutical company LENZ, VIZZ is an aceclidine ophthalmic treatment in the form of once-daily drops that ease near-object blurriness for up to 10 hours.
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But unlike similar eye drops that arrived in recent years, VIZZ appears to avoid annoying side effects and rare medical complications.
About presbyopia: Presbyopia is a common variant of farsightedness affecting over 128 million people in the US, including the majority of adults over the age of 45.
About the approval: The FDA’s approval was announced after the results from three randomized, double-masked, controlled phase II studies involving hundreds of volunteers.
Availability: LENZ aims to have the eye drops widely available through prescription by the fourth quarter of 2025. (Popular Science)
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✨ Thanks for reading! ✨
🌐 About us: IntellaTurn, LLC delivers business-critical and timely information to biopharmaceutical companies and start-ups in the life sciences industry.
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Celebrating 10 years: 2015–2025
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