STRATEGIC NEWS WATCH — July 24, 2026
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Twelve CHMP positive opinions headlined a regulator-heavy day, as a narrowly split FDA panel opened the door to compounded peptides and back-to-back R&D cuts at Sanofi and Roche reshaped the immunology and obesity pipelines. Today’s top developments:
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What to Watch
- FDA peptide decision — The FDA usually, but not always, follows its advisers; watch whether it formally adds KPV, TB-500, BPC-157, and MOTS-c to the 503A bulks list, plus the July 24 vote on Emideltide, Semax, and Epitalon.
- Roche enicepatide Phase 3 — A broad program spanning weight loss, type 2 diabetes, and cardiovascular outcomes is set to begin, with an obesity regulatory submission possible as early as 2028.
- OX40 class under pressure — Watch whether remaining sponsors retreat from OX40 blockers in first-line eczema after Sanofi’s and Kyowa Kirin’s back-to-back exits amid efficacy and safety questions.
- Novo v. Lilly injunction ruling — A court decision on Novo’s motion could force Lilly to pull comparative weight-loss ads and reset how GLP-1 claims are marketed to consumers.
- EU launch wave — Twelve CHMP positive opinions typically convert to European Commission authorizations within weeks, setting up near-term commercial launches across multiple therapeutic areas.
This brief highlights the edition’s top stories. Read the full July 24, 2026 edition → for all stories and analysis — or browse the Strategic News Watch archive.