Joanna Sadowska aka Dr Jojo 🌸

5/5 Deal expected to close mid-2026. $2B upfront for a Phase 1/2 asset signals how much Novartis values next-gen selectivity — and how competitive the PI3Kα space is becoming.

4/5 The lead asset: SNV4818 — a pan-mutant-selective PI3Kα inhibitor in Phase 1/2 in breast cancer and solid tumors. Being tested as: ▸ Monotherapy ▸ + Faslodex ▸ + Ibrance

1/5 BREAKING NEWS: Novartis pays $2B upfront to acquire Synnovation Therapeutics's pan-mutant-selective PI3Kα inhibitor program — a strategic bet to defend its breast cancer franchise. 🧵

7/7 Drop your thoughts below 👇 — Dr Jojo | Follow for pharma & biotech industry news. Share if this was useful.

6/7 Blockbusters still dominate — but the map is being redrawn. Onco-immunology built the last decade. GLP-1s may define the next one.

1/7 These drugs generated the highest sales in 2025 — and 2025 marked a genuine shift in who holds the power. 🧵

6/6 Erda-iDRS would be the first precision-based, biology-driven treatment for early-stage bladder cancer. Phase 3 studies (MoonRISe-1 & MoonRISe-3) are ongoing.

5/6 Phase 1 results: ✅ 89% complete response rate (intermediate-risk) ✅ 83% recurrence-free at 12 months (high-risk) ✅ Median duration of complete response: 18 months

1/6 BIG NEWS: Johnson & Johnson reports an 89% complete response rate with intravesical targeted therapy in early-stage bladder cancer 🧵

Five companies now sit above $58B in revenue. Scale alone is no longer the differentiator. Pipeline depth and indication expansion are. What stands out to you in this year's data? #pharma #biotech #drjojo Source: Company financial reports, FY2025

@abbvie deserves a mention. Skyrizi and Rinvoq have more than absorbed the Humira biosimilar erosion - a transition many analysts flagged as an existential risk just a few years ago. That's pipeline execution done right.

Which drugs drove the most revenue for pharma giants in 2025? I mapped the top 3 selling medicines across 12 major companies - from $41B to $65B in revenue. Here's what the data tells us 🧵