Molly20256

Differences already observed in biomarkers post treatment for oral drugs in development for AD: 1. $CRVS ITKi #soquelitinib - 30-days after treatment shows lasting + further DEEPENING reduction in TARC, IL-4, IL-5, IL-13 2. $KYMR STAT6 degrader KT-621 - 14-days after treatment shows immediate rebound in TARC, Eotaxin-3 Links: Corvus data corvuspharma.gcs-web.com/static-files/6… Kymera data investors.kymeratx.com/static-files/2… Significance: Recall $CRVS SQL induces Tregs (+100-150% over baseline). These suppressive T-cells believed to be responsible for the long lasting disease control up to 90-days post treatment for soquelitinib. Sets up drug holidays for patients. This is in contrast to the likely continual, chronic, daily dosing that based on the biomarkers required for STAT6 degrader KT-621 as it only targets the Th2 STAT6 pathway or biomarkers rebound.

Molecules of the Month – April 2026 Find out what molecules made our April 2026 Molecules of the Month list, and check out recent articles for each. Full article: drughunters.com/4dxKJ5z

Antibody-based extracellular targeted protein degraders that destroy disease-linked proteins in cancer and autoimmunity are advancing in the clinic. Find out more in this news story in our May issue nature.com/articles/d4157…

along with obesity, the cardiovascular disease pipeline is cookin'

$DFTX Definium Therapeutics Eyes Key DT-120 Depression Data, Advances Anxiety Program “Definium Therapeutics (NASDAQ:DFTX) Chief Financial Officer Brandi Roberts said the company is preparing for several key clinical and regulatory milestones for DT-120, including anticipated Phase III data in major depressive disorder later this quarter and ongoing Phase III work in generalized anxiety disorder. Speaking at a conference, Roberts said the company is “really excited” for the Phase III Emerge study in major depressive disorder, or MDD, to read out later this quarter. She acknowledged that Definium does not have a standalone Phase II study in MDD, but said the company sees meaningful overlap between generalized anxiety disorder, or GAD, and MDD based on symptom scales. Roberts said Definium has been building its commercial team for the past year and a half. She cited SPRAVATO as a commercial analog, noting that roughly 7,000 centers are signed up for its REMS program, with sales concentrated among about 500 to 700 sites. Roberts said Definium expects to focus not only on sales representatives but also REMS support, payer support and making the treatment experience easier for providers. On pricing, Roberts said SPRAVATO costs roughly $30,000 to $70,000 per year depending on dose and frequency, and that payers have been open to considering it as an analog. She said durability and retreatment patterns will help determine where DT-120 could fall in that range.” finance.yahoo.com/sectors/health…

the era of triple, quadruple and quintuple GLP-1 agonists are upon us. what a time to be alive.

$EVMN Phase2b EVO756 CSU simulation. For the Symptomatic dermographism to CSU translation factor, this data was helpful for the HSS7 component of the UAS7. Compared EVO756, omalizumab, and barzolvolimab at week 4. I also extrapolated EVO756 to week 10 but this introduced too many assumptions and so I left it out of HSS7 translation factor. $SEPN $RCUS $ENTA $NVS $INCY #MRGPRX2

$XBI — Obesity, in the early innings Selected amylin receptor agonists in discovery and development 🎩 @NatRevDrugDisc $LLY $NVO $RHHBY $ZEAL $GPCR $AZN $PFE

#novonordisk $nvo What’s most interesting about the Oral Wegovy data isn’t just that Novo is ahead - it’s that the gap keeps widening week after week. This looks like a classic first mover dynamic in the GLP-1 market: - doctors get familiar with one product first - reimbursement systems align early patients ask for the brand they know and prescribing habits quickly become sticky. The key signal in the chart is the acceleration. When the TRx gap expands this fast, it can create a self-reinforcing loop: more prescriptions → greater physician confidence → higher adoption → even more prescriptions. And in the obesity market, scale matters enormously because treatment is potentially long-term, while millions of new patients continue entering the category. If oral semaglutide becomes mentally synonymous with “the weight loss pill,” that is a very powerful position for Novo.

This is the best pipeline I have seen in biotech since Celgene and Regeneron years ago. $INSM

Cyclarity Phase 1 of UDP-003 met all endpoints. First clinical evidence that humans can safely excrete 7-ketocholesterol, a root driver of atherosclerosis. Dose-dependent urinary excretion, no SAEs, ~3hr half-life. Phase 2 (plaque regression endpoint) planned later in 2026. VitaDAO-funded project. globenewswire.com/news-release/2…

Fierce Pharma has updated its oral GLP-1 tracker for $NVO oral Wegovy and $LLY Foundayo. While oral Wegovy experienced its first decrease in prescriptions since launch, the chart still looks impressive. For reference, oral Wegovy had 38,220 prescriptions in week 5 after launch compared to 10,248 for Foundayo in week 5. #stocks #Investing

Several major ECO updates in obesity medicine: Zepbound maintenance data, oral Foundayo as a possible maintenance option, high-dose Wegovy 7.2 mg and oral Wegovy high responders, and encouraging body composition data. Big theme: long-term, individualized treatment is the future.

Progress of structurally diverse cereblon (CRBN) ligands and their application in PROTAC degraders sciencedirect.com/science/articl…

Today we announced the presentation of new preclinical and Phase 1 translational data highlighting the potential of bexobrutideg (NX-5948) in chronic spontaneous urticaria (CSU) at the 2026 SID Annual Meeting. Learn more: bit.ly/4dmVBBY

Atherosclerosis kills 20 million people a year. Statins slow plaque growth. Nothing approved today reverses it. Cyclarity just reported the first human evidence that oxidized cholesterol can be selectively removed from the body. Their drug, UDP-003, is an engineered cyclodextrin dimer with roughly 1,000-fold selectivity for 7-ketocholesterol (7KC) over normal cholesterol. In a Phase 1 trial of 72 healthy volunteers at Monash Victorian Heart Institute (NCT06813339), it showed dose-dependent urinary excretion of 7KC, a 3-hour half-life, no serious adverse events across all dose levels, and no bioaccumulation. 7KC is an oxidized form of cholesterol that accumulates in arterial plaque and converts macrophages into foam cells. Foam cells are the building blocks of plaque. In preclinical work, removing 7KC with UDP-003 reversed foam cells back to functioning macrophages in 15 minutes. This program grew out of @aubreydegrey's "damage repair" framework for aging. @vitadao, a decentralized science DAO, was one of 12 investors. The lead investigator, Stephen Nicholls, ran some of the largest cardiovascular imaging trials in the field. This is still Phase 1. Safety, not efficacy. The exact quantities of 7KC excreted weren't disclosed, and plaque regression hasn't been demonstrated yet, not even in animals. An ACS patient cohort with pre/post coronary CT imaging is enrolling now. Phase 2 (plaque regression as primary endpoint) is planned for late 2026. Historically, roughly 8% of Phase 1 drugs reach approval. If it works, this would be the first drug that removes the toxic material inside plaque rather than just slowing its accumulation. That's a different category of medicine.

$GHRS Corporate Presentation May 14, 2026 investor.ghres.com/static-files/b…

⭐️The evolving landscape of obesity pharmacotherapy @NatRevDrugDisc nature.com/articles/s4157…

$CMPS Investor Presentation May 2026 s204.q4cdn.com/927483861/file…