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Latest Pharma Insights



Q1 Earnings Briefs: Double-Digit Growth Momentum For Some, But Not All
Argenx and Insmed turned in double-digit revenue growth in the first quarter, while Sarepta said it is stabilizing the business this year and continuing to forecast lower sales.
Scrip - May 7, 2026
Smith & Nephew Q1: CEO Bets On LANDMARK Knee Launch To Reverse Double-Digit US Decline
Smith & Nephew posted Q1 revenue of $1.50bn and held full-year guidance – but the quarter arrived with a double-digit US knee decline, three competitive moves at AAOS to address, and a recovery that hinges entirely on whether its LANDMARK knee platform delivers in Q3.
Medtech Insight - May 7, 2026
Execs On The Move: April 27–May 1, 2026
An interactive look at recent executive-level company changes and promotions in the medical device and diagnostics industries.
Medtech Insight - May 7, 2026
Entrada’s ENTR-601-44 Shows Efficacy, But Dystrophin Raises Questions
Despite functional improvement, dystrophin levels from cohort 1 of the Phase I/II study in Duchenne muscular dystrophy came in below expectations.
Scrip - May 7, 2026
Flagship Launches Serif To Crack Challenge Of DNA As A Medicine
The company aims to create a new modified DNA therapy class which avoids the downsides of traditional gene therapy, gene editing or RNA therapeutics.
Scrip - May 7, 2026
FDA Expects Disruption to Neurosurgical Sponge Supplies To Last Through Year-End
Recent supplier issues have led to a nationwide shortage of neurosurgical patties, sponges and strip devices, the FDA said. The agency expects the shortage of these supplies to last through the end of the year and recommends the products only be used for essential surgeries.
Medtech Insight - May 7, 2026
How Dealmaking In China Has Become More Selective
A trio of industry stalwarts have told attendees at Swiss Biotech Day that licensing opportunities in China are not limited to the big players in pharma.
Scrip - May 7, 2026
EU Industry Fights Back On Ashwagandha Safety
Kerry-led campaign will address “prevailing myths and misinformation” that have led some European regulators to advise against ashwagandha use.
HBW Insight - May 7, 2026
Pfizer Builds Out Separate Biosimilars Division
As Pfizer continues to focus on its commercial execution, the pharma giant placed biosimilars and sterile injectables under a new dedicated division.
Generics Bulletin - May 7, 2026
Challenges Abound To Sustain European Biosimilars ‘Advantage’
As Europe marks 20 years since its first biosimilar approval, Medicines for Europe warned that future growth will depend on smarter regulation, sustainable competition and stronger industrial policy amid mounting concern over the EU’s evolving biotech framework.
Generics Bulletin - May 7, 2026
Medtech AI Act Simplification Push Fails At Last Hurdle
EU walks back proposals for simpler AI medical device rules after pushback.
Medtech Insight - May 7, 2026
Angelini’s $4.1bn Catalyst Deal Opens Door To US Rare Disease Market
The deal advances Angelini’s broader strategy of building scale in brain health and rare neurological disorders through acquisitions, licensing and partnerships.
Scrip - May 7, 2026
Solventum Bets On 20 Product Launches To Power Post-3M Growth
Solventum plans nearly 20 product launches in two years, aiming to "reduce risk" of its post-3M growth, with an AI-powered health information system driving further expansion.
Medtech Insight - May 7, 2026
Roche To Acquire PathAI, Signaling Intensifying AI Diagnostics Race
The Swiss giant will pay up to $1.05bn for digital pathology firm PathAI, in a deal that reflects the surging market value of AI diagnostic platforms.
Medtech Insight - May 7, 2026
Breakthrough Devices Bring New Flexibility And Scrutiny For Notified Bodies
BSI says new EMA pathway is needed to address innovation gap with US and meet patient needs.
Medtech Insight - May 7, 2026
Safety Not A Trade-Off For Innovation In MDR, Says Commission’s Giorgio
The European Commission's Flora Giorgio clarified misconceptions around proposed changes to MDR and IVDR at RAPS Euro Convergence 2026.
Medtech Insight - May 7, 2026
Forward-Firing Catheters, Carotid Balloons, And Valve Crackers: Where IVL Goes Next
Shockwave's Javelin abandons the balloon for a rigid-tip emitter, FastWave is designing around physician pain points, and Boston Scientific's FRACTURE IDE data drops at EuroPCR—each betting on a different path to dethrone first-generation IVL.
Medtech Insight - May 7, 2026
Stelara Biosimilars Get A Boost From CVS Formulary Changes
Formulary changes announced by CVS Health promise to offer wider access to ustekinumab biosimilars over the reference brand Stelara. Meanwhile, similar priority is also being given to Tysabri (natalizumab) and Soliris (eculizumab) rivals.
Generics Bulletin - May 7, 2026
Q&A: How Chinese Biopharma Is Navigating Western Regulatory Markets
As Chinese biopharma companies move from domestic success to global ambition, the regulatory path into Western markets remains complex and often underestimated.
In Vivo - May 7, 2026
How A Cigarette Legal Battle Could Change AI Medtech Regulation
An EU Court of Justice ruling means standards medtech companies must follow under the AI Act could be free to access.
In Vivo - May 7, 2026
Proposed Rule Would Replace ‘Gender’ With ‘Sex’ In US FDA Regulations
The move appears to be another step in the Trump Administration’s diversity, equity and inclusion purge that already has impacted FDA guidances and webpages.
HBW Insight - May 7, 2026
‘Challenging Market Environment’ Slows Perrigo As It Becomes ‘More Focused, Disciplined, Consistent’
CEO Patrick Locwood-Taylor says as Perrigo is “making steady progress in building a more focused, disciplined, and consistent” firm, “we are starting to look at pricing, depending on what happens with other commodity prices.”
HBW Insight - May 7, 2026
Coty: Middle East Conflict Drags Top Line
New York-based Coty reported that the Middle East conflict is expected to shave 2% to 3% off fiscal fourth quarter sales.
HBW Insight - May 7, 2026

Q1 Earnings Briefs: Double-Digit Growth Momentum For Some, But Not All
Argenx and Insmed turned in double-digit revenue growth in the first quarter, while Sarepta said it is stabilizing the business this year and continuing to forecast lower sales.
Scrip - May 7, 2026
Entrada’s ENTR-601-44 Shows Efficacy, But Dystrophin Raises Questions
Despite functional improvement, dystrophin levels from cohort 1 of the Phase I/II study in Duchenne muscular dystrophy came in below expectations.
Scrip - May 7, 2026
Flagship Launches Serif To Crack Challenge Of DNA As A Medicine
The company aims to create a new modified DNA therapy class which avoids the downsides of traditional gene therapy, gene editing or RNA therapeutics.
Scrip - May 7, 2026
How Dealmaking In China Has Become More Selective
A trio of industry stalwarts have told attendees at Swiss Biotech Day that licensing opportunities in China are not limited to the big players in pharma.
Scrip - May 7, 2026
Angelini’s $4.1bn Catalyst Deal Opens Door To US Rare Disease Market
The deal advances Angelini’s broader strategy of building scale in brain health and rare neurological disorders through acquisitions, licensing and partnerships.
Scrip - May 7, 2026

Smith & Nephew Q1: CEO Bets On LANDMARK Knee Launch To Reverse Double-Digit US Decline
Smith & Nephew posted Q1 revenue of $1.50bn and held full-year guidance – but the quarter arrived with a double-digit US knee decline, three competitive moves at AAOS to address, and a recovery that hinges entirely on whether its LANDMARK knee platform delivers in Q3.
Medtech Insight - May 7, 2026
Execs On The Move: April 27–May 1, 2026
An interactive look at recent executive-level company changes and promotions in the medical device and diagnostics industries.
Medtech Insight - May 7, 2026
FDA Expects Disruption to Neurosurgical Sponge Supplies To Last Through Year-End
Recent supplier issues have led to a nationwide shortage of neurosurgical patties, sponges and strip devices, the FDA said. The agency expects the shortage of these supplies to last through the end of the year and recommends the products only be used for essential surgeries.
Medtech Insight - May 7, 2026
Medtech AI Act Simplification Push Fails At Last Hurdle
EU walks back proposals for simpler AI medical device rules after pushback.
Medtech Insight - May 7, 2026
Solventum Bets On 20 Product Launches To Power Post-3M Growth
Solventum plans nearly 20 product launches in two years, aiming to "reduce risk" of its post-3M growth, with an AI-powered health information system driving further expansion.
Medtech Insight - May 7, 2026
Roche To Acquire PathAI, Signaling Intensifying AI Diagnostics Race
The Swiss giant will pay up to $1.05bn for digital pathology firm PathAI, in a deal that reflects the surging market value of AI diagnostic platforms.
Medtech Insight - May 7, 2026
Breakthrough Devices Bring New Flexibility And Scrutiny For Notified Bodies
BSI says new EMA pathway is needed to address innovation gap with US and meet patient needs.
Medtech Insight - May 7, 2026
Safety Not A Trade-Off For Innovation In MDR, Says Commission’s Giorgio
The European Commission's Flora Giorgio clarified misconceptions around proposed changes to MDR and IVDR at RAPS Euro Convergence 2026.
Medtech Insight - May 7, 2026
Forward-Firing Catheters, Carotid Balloons, And Valve Crackers: Where IVL Goes Next
Shockwave's Javelin abandons the balloon for a rigid-tip emitter, FastWave is designing around physician pain points, and Boston Scientific's FRACTURE IDE data drops at EuroPCR—each betting on a different path to dethrone first-generation IVL.
Medtech Insight - May 7, 2026

EU Industry Fights Back On Ashwagandha Safety
Kerry-led campaign will address “prevailing myths and misinformation” that have led some European regulators to advise against ashwagandha use.
HBW Insight - May 7, 2026
Proposed Rule Would Replace ‘Gender’ With ‘Sex’ In US FDA Regulations
The move appears to be another step in the Trump Administration’s diversity, equity and inclusion purge that already has impacted FDA guidances and webpages.
HBW Insight - May 7, 2026
‘Challenging Market Environment’ Slows Perrigo As It Becomes ‘More Focused, Disciplined, Consistent’
CEO Patrick Locwood-Taylor says as Perrigo is “making steady progress in building a more focused, disciplined, and consistent” firm, “we are starting to look at pricing, depending on what happens with other commodity prices.”
HBW Insight - May 7, 2026
Coty: Middle East Conflict Drags Top Line
New York-based Coty reported that the Middle East conflict is expected to shave 2% to 3% off fiscal fourth quarter sales.
HBW Insight - May 7, 2026

Pfizer Builds Out Separate Biosimilars Division
As Pfizer continues to focus on its commercial execution, the pharma giant placed biosimilars and sterile injectables under a new dedicated division.
Generics Bulletin - May 7, 2026
Challenges Abound To Sustain European Biosimilars ‘Advantage’
As Europe marks 20 years since its first biosimilar approval, Medicines for Europe warned that future growth will depend on smarter regulation, sustainable competition and stronger industrial policy amid mounting concern over the EU’s evolving biotech framework.
Generics Bulletin - May 7, 2026
Stelara Biosimilars Get A Boost From CVS Formulary Changes
Formulary changes announced by CVS Health promise to offer wider access to ustekinumab biosimilars over the reference brand Stelara. Meanwhile, similar priority is also being given to Tysabri (natalizumab) and Soliris (eculizumab) rivals.
Generics Bulletin - May 7, 2026

Q&A: How Chinese Biopharma Is Navigating Western Regulatory Markets
As Chinese biopharma companies move from domestic success to global ambition, the regulatory path into Western markets remains complex and often underestimated.
In Vivo - May 7, 2026
How A Cigarette Legal Battle Could Change AI Medtech Regulation
An EU Court of Justice ruling means standards medtech companies must follow under the AI Act could be free to access.
In Vivo - May 7, 2026