Please Wait
Applying Filters...
Menu
$ API Ref.Price (USD/KG) : 18,074Xls

Digital Content read-more

Create Content with PharmaCompass, ask us

DATA COMPILATION #PharmaFlow

read-more
read-more
DMF filings hit all-time high in Q3 2024; China tops list with 58% increase in Type II submissions
Drug Master Files, or DMFs, are confidential documents that play a crucial role in the pharmaceutical industry. These files, submitted to the US Food and Drug Administration (FDA), contain detailed information about ingredients, manufacturing processes, and packaging of medicines. They help the FDA oversee drug quality. Of the four types, Type II DMFs involve active pharmaceutical ingredients (APIs) for both branded and generic drugs. The third quarter (Q3) of 2024 saw Type II DMF submissions set a new record. A total of 309 Type II DMFs were submitted to the FDA during this period, a substantial 24.6 percent increase over Q3 2023 (with 248 submissions). The second quarter of 2024 too saw a remarkable increase, with 237 Type II DMFs being submitted compared to 178 in Q2 2023. View FDA DMF Filings in Q3 2024 (Power BI Dashboard, Free Excel Available) China witnesses steep rise in DMF submissions, beats India with maximum filings In Q3 2024, China filed 153 DMFs submissions, marking a substantial 57.7 percent increase from the 97 submissions filed in Q3 2023. India maintained its strong position but fell to the number two spot with 110 DMFs, representing a modest 3.8 percent increase from 106 in Q3 2023. The US, which came a distant third, saw a slight decline in DMF submissions, with 13 filed in Q3 2024, as compared to 18 in Q3 2023. For several years, India had a lead in Type II DMFs. Since 2020, which marked the start of the pandemic, we have noticed a gradual increase in DMFs filed by China. This year, China has surpassed India considerably in the first three quarters. During the first nine months of 2024, China submitted 372, while India filed 286 DMFs. If this lead is maintained in Q4, DMFs from China will surpass that of India in 2024.  Amongst European countries, Spain led with seven DMFs, followed by Italy at four, and Germany and the Netherlands at three each. Among other nations, Japan contributed six while Israel submitted four DMFs. In company-wise tally, China’s Jiangsu East-Mab Biomedical Technology topped the list with an impressive 14 DMFs. On its heels were Indian companies — MSN at 13 DMFs, and Vamsi Labs and Hetero Drugs at nine DMFs each. China’s Porton Pharma and Wuxi AppTec filed five, while Shanghai Keze Yongxin Biotechnology, and Qingdao Glycogene Pharmaceutical contributed four submissions each. India's Maithri Drugs also submitted four. Japanese company Santeja filed five. Overall, Asia accounted for nearly 90 percent, with China contributing a dominant 49.5 percent of all DMF submissions. India was at 35.6 percent, the US at 4.2 percent, while Europe contributed 6.5 percent.  View FDA DMF Filings in Q3 2024 (Power BI Dashboard, Free Excel Available) Diabetes, obesity, cancer, women’s health drugs emerge as hot molecules in Q3 2024 In terms of molecules, semaglutide (used for the treatment of type 2 diabetes and weight management) and relugolix (to treat prostate cancer and uterine fibroids) saw six DMF filings each in Q3 2024, indicating significant industry interest in these compounds. Following closely behind were semaglutide’s competitor tirzepatide and overactive bladder therapy vibegron, garnering four DMFs each. Finerenone (a non-steroidal drug for chronic kidney disease associated with type 2 diabetes) and voclosporin (an immunosuppressant for lupus nephritis) saw three DMFs each.  The last quarter also witnessed the introduction of 14 molecules with first-time DMFs. Among them were acetoxy empagliflozin, cabozantinib fumarate, tivozanib hydrochloride monohydrate, diosmetin, trilaciclib, clenbuterol hydrochloride, fenoterol hydrobromide, tapinarof and fezolinetant. Fezolinetant, with a DMF from Spain’s Moehs Iberica, is the active ingredient in Astellas’ Veozah, which is the first non-hormonal treatment for menopausal symptoms approved by the FDA. Tapinarof, filed by India’s Maithri Drugs, is used in Vtama, a novel steroid-free psoriasis cream. Other compounds that made their DMF debut include berotralstat, calcium phosphoryl choline chloride, phloroglucinol dihydrate, belumosudil mesylate and trimethylphloroglucinol. During Q2 2024, there were 19 drugs that saw DMF submissions for the first time, including molecules like triptorelin, sorafenib, pralsetinib, trilaciclib dihydrochloride, resmetirom (hepatology) and teneligliptin hydrochloride hydrate (metabolic disorders).  View FDA DMF Filings in Q3 2024 (Power BI Dashboard, Free Excel Available)    GDUFA fee for FY 2025: The FDA’s Generic Drug User Fee Amendments (GDUFA) is a law designed to speed access to safe and effective generic drugs to the public and reduce costs to the industry. The fiscal year 2025 fee rates were published on July 31, 2024. The FDA has revised fees under GDUFA III for all categories. While there is a slight increase in the DMF fee from US$ 94,682 in 2024 to US$ 95,084 in 2025, the ANDA fee has witnessed a significant jump — from US$ 252,453 in 2024 to US$ 321,920 in 2025. FY 2024 and FY 2025 User Fee Rates Generic drug fee category Fees rates for FY 2024 Fees rates for FY 2025 Applications: Abbreviated New Drug Application (ANDA) US$ 2,52,453   US$ 3,21,920   Drug Master File (DMF) US$ 94,682 US$ 95,084 Facilities: Active Pharmaceutical Ingredient (API)—Domestic US$ 40,464 US$ 41,580 API—Foreign US$ 55,464 US$ 56,580 Finished Dosage Form (FDF)—Domestic US$ 2,20,427   US$ 2,31,952 FDF—Foreign US$ 2,35,427   US$ 2,46,952 Contract Manufacturing Organization (CMO)—Domestic US$ 52,902 US$ 55,668 CMO—Foreign US$ 67,902 US$ 70,668 GDUFA Program: Large size operation generic drug applicant US$ 17,29,629   US$ 18,91,664 Medium size operation generic drug applicant US$ 6,91,852   US$ 7,56,666 Small business generic drug applicant US$ 1,72,963   US$ 1,89,166 Our view The highlight of the last few quarters has been the sharp rise in Type II DMF filings from China. The submission of a DMF is not required by law or any FDA regulation. FDA’s DMF guideline offers guidance on acceptable approaches to meeting regulatory requirements. Moreover, DMFs establish trust in APIs from lesser-known companies. With a growing emphasis on compliance and quality assurance, it appears that Chinese drug companies are eager to demonstrate their commitment to high standards and build trust in the US market. And that’s good news for the pharmaceutical industry.   

Impressions: 6506

https://www.pharmacompass.com/radio-compass-blog/dmf-filings-hit-all-time-high-in-q3-2024-china-tops-list-with-58-increase-in-type-ii-submissions

#PharmaFlow by PHARMACOMPASS
24 Oct 2024

STOCK RECAP #PipelineProspector

read-more
read-more
Pipeline Prospector Nov 2024: Trump’s HHS pick drags down jab makers’ stocks; Novartis, Merck, Roche ink billion-dollar deals
In November, the markets responded to US President-elect Donald Trump’s picks, particularly the choice of Robert F. Kennedy Jr. to lead the Department of Health and Human Services (HHS). Given that RFK Jr. is known as an anti-vaccine activist, stocks of Pfizer, Novavax, and Moderna dipped by 10 percent, 10 percent and 20 percent respectively during the month. Vaccine makers in Europe, such as GSK and Bavarian Nordic, also met a similar fate, and their stocks were down by 11 percent and 9 percent respectively for the month.Overall, the Nasdaq Biotechnology Index (NBI) fell by 0.11 percent — from 4,650.07 to 4,644.81 in November. The SPDR S&P Biotech ETF (XBI) rebounded 2.67 percent from 97.03 to 99.62, while the S&P Biotechnology Select Industry Index (SPSIBI) ended higher by 2.68 percent — from 7,561.3 to 7,763.7. Access the Pipeline Prospector Dashboard for November 2024 Newsmakers (Free Excel)Pharma giants Novartis, Merck, Roche spark November’s billion-dollar deal bonanzaSwiss drugmakers — Novartis and Roche — dominated this month’s dealmaking landscape. Novartis acquired Kate Therapeutics for up to US$ 1.1 billion, targeting Duchenne muscular dystrophy and other neuromuscular diseases.Novartis also committed US$ 150 million upfront to computational drug discovery firm Schrödinger (stock up 21 percent) in a research collaboration and license deal that has the potential to reach US$ 2.45 billion.In yet another deal, Novartis committed US$ 745 million to Ratio Therapeutics for a radiotherapeutic candidate being developed to cure cancer. The company CEO Vas Narasimhan plans to keep pursuing strategic acquisitions under US$ 5 billion. Over the last five years, the company has spent approximately US$ 19.4 billion in deals.Roche entered into a US$ 1.8 billion deal with Flare Therapeutics to target previously undrugged cancer transcription factors (i.e. proteins that regulate the transcription of genes). It also acquired Poseida Therapeutics for up to US$ 1.5 billion. The acquisition of Poseida (stock up 350 percent) brings innovative CAR-T programs for solid tumors and autoimmune diseases within its fold.American drugmaker Sarepta Therapeutics (stock up 9 percent) signed a landmark deal with Arrowhead Pharmaceuticals (stock up 35 percent), valued at up to US$ 11.4 billion. It includes an  upfront payment of US$ 500 million, an equity investment of US$ 325 million, and worldwide rights to seven RNA-based programs (four clinical, three preclinical). Milestone payments and royalties make up for US$ 10 billion. The collaboration “affords multiple potential blockbuster opportunities” across skeletal muscle, cardiac, and central nervous system disorders.BioNTech (stock up 5 percent) is buying Chinese biotech firm Biotheus for up to US$ 950 million. And Merck signed a US$ 3.3 billion deal with China’s LaNova Medicines for LM-299, a bispecific antibody. Both these deals manifest growing interest in PD-(L)1xVEGF bispecific antibodies, intended for treating solid tumors. Access the Pipeline Prospector Dashboard for November 2024 Newsmakers (Free Excel) Journey Medical, UCB secure FDA nods for skin treatments; BridgeBio’s Attruby to take on Pfizer’s VyndaqelBridgeBio Pharma (stock up 8 percent) made an "improbable comeback" after a disastrous trial failure and two rounds of layoffs. It clinched FDA’s nod for Attruby, the first new treatment for transthyretin amyloid cardiomyopathy (a rare heart disease) in over five years. With this potentially transforming treatment option, BridgeBio gains a foothold in a lucrative market dominated by Pfizer’s blockbuster Vyndaqel. Attruby is expected to bring in US$ 2.5 billion in peak sales by 2035.In dermatology, Journey Medical secured approval for Emrosi, an innovative oral antibiotic developed along with Dr. Reddy’s Laboratories for treating rosacea (an inflammatory skin condition). UCB’s Bimzelx received its fifth FDA approval in just over a year, becoming the first therapy to selectively inhibit two proteins —  IL-17A and IL-17F — to treat hidradenitis suppurativa, a painful skin condition. And Johnson & Johnson’s oral drug icotrokinra achieved successful phase 3 results in moderate-to-severe plaque psoriasis (a skin condition where inflamed and scaly plaques appear on the skin).In oncology and hematology, Syndax Pharmaceuticals’ Revuforj became the first menin inhibitor approved for relapsed or refractory acute leukemia. And Azurity Pharmaceuticals bagged an FDA nod for Danziten (nilotinib), a formulation of Novartis’ blockbuster drug Tasigna that allows patients with chronic myeloid leukemia (a blood cancer that begins with the bone marrow) to take their medication without fasting.Autolus Therapeutics achieved its first FDA approval. Its med Aucatzyl for relapsed or refractory B-cell precursor acute lymphoblastic leukemia became the first FDA-approved CAR-T therapy without the agency’s drug safety program requirement, known as Risk Evaluation and Mitigation Strategies (REMS). Its REMS-free status could simplify its administration and increase its adoption among treatment centers.Other significant nods include PTC Therapeutics’ Kebilidi – the first-ever FDA approval for a gene therapy directly administered to the brain and, Jazz Pharmaceuticals’ Ziihera for HER2-positive biliary tract cancer. Access the Pipeline Prospector Dashboard for November 2024 Newsmakers (Free Excel) Novo, AbbVie, Cassava face trial failures; FDA rejects Lexicon, Applied Therapeutics’ drugsThe US Food and Drug Administration’s advisory committee rejected Lexicon Pharmaceuticals’ diabetes drug Zynquista, citing diabetic ketoacidosis risks for type 1 diabetes patients with chronic kidney disease. In 2023, the drug had been approved for heart failure.Applied Therapeutics saw the FDA reject its galactosemia drug, govorestat, dampening hopes for its first commercial product. Cassava Sciences’ Alzheimer’s drug simufilam, once hailed as a potential breakthrough, missed pivotal trial endpoints amid ongoing fraud investigations involving neuroscientist Hoau-Yan Wang. Critics questioned the validity of the preclinical and early clinical data, suggesting that the promising results may have been overstated or fabricated.Lexicon, Cassava, and Applied Therapeutics’ stocks plummeted 40 percent, 85 percent, and 78 percent, respectively.AbbVie (stock down 10 percent) faced a significant blow as emraclidine, the centerpiece of its US$ 8.7 billion Cerevel acquisition, failed to meet primary endpoints in two pivotal phase 2 schizophrenia trials.Novo Nordisk (stock down 5 percent) decided to discontinue kidney disease drug ocedurenone after a phase 3 trial failure, resulting in an impairment loss of approximately US$ 816.5 million. Access the Pipeline Prospector Dashboard for November 2024 Newsmakers (Free Excel) Our viewIn the third quarter of 2024, Pfizer recorded a 32 percent increase in its year-on-year sales, ending a six-quarter streak where either Eli Lilly or Novo Nordisk were leading in revenue growth. Despite this feat, Pfizer’s stock took a beating on the bourses due to RFK Jr’s nomination to head the HHS.Trump has nominated another controversial personality — Johns Hopkins’ surgeon Martin Makary — to head the FDA. Makary has been a critic of Covid-19 mandates such as masking and vaccines. While the markets didn’t react to his nomination, going forward, we foresee political headwinds causing some turbulence in the biopharma industry. Access the Pipeline Prospector Dashboard for November 2024 Newsmakers (Free Excel) 

Impressions: 5173

https://www.pharmacompass.com/pipeline-prospector-blog/pipeline-prospector-nov-2024-trump-s-hhs-pick-drags-down-jab-makers-stocks-novartis-merck-roche-ink-billion-dollar-deals

#PharmaFlow by PHARMACOMPASS
05 Dec 2024

NEWS #PharmaBuzz

read-more
read-more

https://www.reuters.com/business/healthcare-pharmaceuticals/pfizers-longtime-science-chief-mikael-dolsten-step-down-2024-07-09/

REUTERS
09 Jul 2024
HHS asks Supreme Court to reject Pfizer's anti-kickback appeal
HHS asks Supreme Court to reject Pfizer's anti-kickback appeal

15 Dec 2022

// Kevin Dunleavy FIERCEPHARMA

https://www.fiercepharma.com/pharma/hhs-calls-pfizers-supreme-court-appeal-anti-kickback-statute-far-fetched

Kevin Dunleavy FIERCEPHARMA
15 Dec 2022
Pfizer gains powerful allies in its Vyndaqel copay case
Pfizer gains powerful allies in its Vyndaqel copay case

15 Nov 2022

// Fraiser Kansteiner FIERCEPHARMA

https://www.fiercepharma.com/pharma/pfizer-musters-jj-phrmas-support-closely-watched-vyndaqel-copay-assistance-case

Fraiser Kansteiner FIERCEPHARMA
15 Nov 2022
Pfizer petitions Supreme Court over anti-kickback case
Pfizer petitions Supreme Court over anti-kickback case

18 Oct 2022

// Zachary Brennan ENDPTS

https://endpts.com/pfizer-petitions-supreme-court-over-anti-kickback-case-says-prior-opinions-could-cut-off-charitable-or-family-aid/

Zachary Brennan ENDPTS
18 Oct 2022

https://www.businesswire.com/news/home/20211220005606/en

BUSINESSWIRE
20 Dec 2021

https://www.biospace.com/article/releases/pfizer-s-vyndaqel-vyndamax-reduced-the-risk-of-all-cause-mortality-by-41-percent-among-patients-with-transthyretin-amyloid-cardiomyopathy-five-year-follow-up-data-demonstrate/

BIOSPACE
20 Dec 2021