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Keeping Track: New Uses For Opdivo, Trodelvy; Nextstellis Introduces A Novel Estrogen

Executive Summary

The latest drug development news and highlights from the Pink Sheet’s US FDA Performance Tracker

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BMS Sighs In Relief As Opdivo Returns To Sales Growth

With full-year 2020 and Q1 sales down due to pandemic, the company celebrates the PD-1 therapy’s growth in Q2. CAR-T products Breyanzi, Abecma are off to solid launches but face manufacturing hurdles.

Amgen After ASCO: Questions Remain On Lumakras, Bemarituzumab

Remaining questions after ASCO include whether Lumakras (sotorasib) might work in first-line NSCLC with certain co-mutations and if ocular toxicities will hamper bemarituzumab in gastric cancer.

As Lilly Seals Licensing Deals For Olumiant, What Next For Challenger Natco?

Lilly signs licensing pacts with Cipla, Sun and Lupin for baricitinib in COVID-19, with possibly more in store. But will challenger Natco, which has apparently already rolled out its cut-price version of the JAK inhibitor, change tack amid the Indian government's mixed position on compulsory licensing issues in an ongoing court case?

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