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Eli Lilly lifts 2026 revenue guidance as Q1 marks dominant opening
Eli Lilly reported Q1 2026 revenue of $19.8bn, a 56% increase year-on-year, driven by strong sales of Mounjaro ($8.7bn) and Zepbound ($4.2bn). The company raised its full-year 2026 revenue guidance to $82bn-$85bn. Growth was also supported by the early rollout of oral GLP-1RA Foundayo. CEO Dave Ricks confirmed continued M&A activity, including a $2.3bn acquisition of Ajax Therapeutics.
Eli Lilly stock rises 4.44% on strong Q1 2026 earnings and FDA regulatory update
Eli Lilly and Co stock rose 4.44% on May 1 following first-quarter 2026 earnings that exceeded market expectations, driven by growth in cardiometabolic products Mounjaro and Zepbound. Management raised full-year 2026 revenue and EPS guidance. The US FDA proposed excluding tirzepatide from a compounding list, protecting market share. Analysts upgraded ratings and price targets, reinforcing positive sentiment.
AmpleLogic launches AI-powered Annual Product Quality Review software
AmpleLogic has introduced new Annual Product Quality Review (APQR) software designed to automate pharmaceutical quality compliance using artificial intelligence. The platform integrates with existing LIMS, eQMS, MES, and ERP systems to eliminate data silos and reduce report generation time from weeks to minutes. By leveraging OCR and predictive analytics, the solution enables real-time oversight and proactive risk management, helping companies meet regulatory standards from the FDA, EMA, and WHO. The software supports tailored workflows, electronic signatures compliant with 21 CFR Part 11, and automated trend analysis to ensure continuous quality improvement.
Bambusa completes enrolment in BBT001 Phase Ib/IIa trial for atopic dermatitis
Bambusa Therapeutics has completed patient enrolment in its Phase Ib/IIa trial evaluating BBT001 for moderate-to-severe atopic dermatitis. The randomised, double-blind, placebo-controlled study is conducted at sites in New Zealand and the US. Primary endpoints include safety and tolerability, with exploratory efficacy assessments planned. Top-line results are expected by mid-2026. BBT001 remains investigational with no approvals to date.
FDA approves Auvelity for Alzheimer's disease agitation
The US Food and Drug Administration has approved Auvelity, a non-antipsychotic oral medication, for treating agitation associated with dementia due to Alzheimer's disease. Manufactured by Axsome Therapeutics, the drug combines dextromethorphan and bupropion. Approval is based on phase 3 trials showing efficacy in delaying relapse and reducing agitation severity, though one acute treatment trial did not meet its primary endpoint. The approval adds a new option for managing neuropsychiatric symptoms in Alzheimer's patients.
AstraZeneca shares drop after US regulatory panel votes against breast cancer drug
AstraZeneca shares fell nearly 2% after the US FDA's Oncologic Drugs Advisory Committee voted six to three against recommending camizestrant, an experimental treatment for breast cancer. The panel cited concerns regarding trial design rather than safety or efficacy. While the drugmaker expressed disappointment, analysts suggest approval remains possible through other studies. The setback is viewed as minor relative to the company's broader growth targets.
Sulfated bile acid from human gut commensal alleviates paediatric sepsis in mice
Researchers identified a sulfated bile acid produced by a human gut commensal bacterium that alleviates paediatric sepsis in mouse models. The study highlights the therapeutic potential of specific microbial metabolites in treating severe inflammatory conditions in children, demonstrating a protective effect against sepsis-induced pathology.
NHS England explores at-home diagnostic testing through NHS App
NHS England is exploring a national home-testing service via the NHS App as part of its HomeTest Programme. The organisation launched a market engagement exercise on 20 April 2026 to assess supplier capability for clinically validated tests in areas such as sexual health and primary care. The programme aims to establish a trusted national capability by 2027/28, subject to feasibility recommendations and ministerial sign-off. Concerns regarding clinical oversight and result interpretation remain.
Bristol Myers Squibb reports modest Q1 growth amid late-stage pipeline buzz
Bristol Myers Squibb reported first-quarter revenues of $11.5bn, a 1% increase year-on-year, with non-GAAP EPS of $1.58, beating analyst forecasts. While Eliquis remains a top earner, the company faces patent expiry risks. Investors are focused on late-stage readouts for milvexian, a potential Eliquis successor, and Cobenfy in Alzheimer's psychosis. BMS reaffirmed 2026 revenue guidance between $46bn and $47.5bn.
EnteroBiotix secures £19m to advance IBS treatment
EnteroBiotix has secured £19 million in financing to advance EBX-102-02, a microbiome therapeutic, into Phase IIb development for irritable bowel syndrome with constipation. The company will conduct a randomised, double-blind, placebo-controlled trial enrolling approximately 300 patients across sites in the UK. First patient dosing is expected in Q2 2026, with topline efficacy data anticipated in H2 2027. The trial aims to confirm earlier efficacy signals and position the drug as a potential first disease-modifying therapy for the condition.
AstraZeneca confirms £300m UK investment commitment
AstraZeneca has confirmed a £300m investment in the UK, reversing a previous decision to halt major projects. The commitment, announced by Prime Minister Keir Starmer in Parliament, involves resuming a £200m expansion at the Cambridge campus and allocating £100m to the Macclesfield facility for a new laboratory. The move follows a bilateral pricing agreement with the United States intended to future-proof jobs and improve the NHS medicines environment. The company currently employs around 10,000 people in the UK.
Incheon, South Korea: Researchers review single-vesicle tools for earlier cancer diagnosis and personalized medicine
- Researchers at Incheon National University and the University of Pennsylvania reviewed technologies for analyzing extracellular vesicles individually to overcome limitations of bulk testing methods.
- The study highlights potential for detecting rare disease-linked vesicles with high precision for earlier diagnosis of pancreatic cancer, cholangiocarcinoma, and lung adenocarcinoma.
- Advanced methods combining microfluidics, sequencing, and signal amplification could enable routine liquid biopsies for monitoring cardiovascular and neurodegenerative disorders.
- Future developments may integrate artificial intelligence to interpret vast datasets from platforms analyzing up to one million vesicles per test.
- The review suggests single-EV profiling could move from specialized laboratories into mainstream healthcare within the next decade for personalized treatment decisions.
Sanofi secures EU recommendation for tolebrutinib in multiple sclerosis
Sanofi received a positive recommendation from the European Medicines Agency's Committee for Medicinal Products for Human Use for tolebrutinib, a treatment for secondary progressive multiple sclerosis. The drug showed a 31 per cent reduction in disability progression and a 38 per cent decrease in new brain lesions compared with placebo. This decision follows a rejection by US regulators in December due to safety and efficacy concerns. If approved, the drug will be marketed in Europe as Cenrifki.
Insilico Medicine receives IND clearance for rentosertib inhalation study
Insilico Medicine announced that the inhalation formulation of Rentosertib (ISM001-055) has received investigational new drug clearance from China's Center for Drug Evaluation. This approval enables a direct-to-lung Phase 1 clinical study involving healthy volunteers and patients with idiopathic pulmonary fibrosis. The trial aims to evaluate the TNIK inhibitor's safety and efficacy via inhalation, targeting faster onset and higher local bioavailability. This marks the 13th program from Insilico's AI-driven pipeline to receive clearance.
Palo Alto, California: Sonire Therapeutics initiates first U.S. clinical trial for HIFU therapy targeting pancreatic cancer
- Sonire Therapeutics launched the SUNRISE-II feasibility trial to evaluate its ultrasound-guided High-Intensity Focused Ultrasound (HIFU) system for pancreatic cancer treatment in the United States.
- The trial, led by principal investigator Pejman Ghanouni at Stanford Medicine, assesses the safety and feasibility of a minimally invasive, anesthesia-free ablation approach.
- This development follows the first patient treatment in March 2026 and aims to generate clinical evidence to support future regulatory submissions and global commercialization.
- The therapy targets pancreatic cancer, which has a five-year survival rate of approximately 13 percent, offering a potential alternative to current limited treatment options.
- The study is registered on ClinicalTrials.gov under identifier NCT07033689.
Eli Lilly reports Q1 2026 revenue of $19.8 billion and raises full-year guidance
Eli Lilly reported Q1 2026 revenue of $19.8 billion, a 56% increase, beating analyst estimates. Non-GAAP EPS reached $8.26, a 170% year-over-year rise. The company raised its full-year 2026 revenue guidance to $82-85 billion and EPS to $35.50-$37.00. Eli Lilly now holds over 60% of the US GLP-1 prescription market. The firm also announced the launch of Foundayo, an oral GLP-1 candidate, and continues investing in manufacturing and pipeline development including retatrutide.
Africa CDC warns of cross-border spread of mpox and cholera
The Africa Centres for Disease Control and Prevention (Africa CDC) has raised alarms regarding the cross-border transmission of mpox and cholera across the continent. Dr Wazih N. Cho, an intelligence analyst at Africa CDC, noted that mpox hotspots are shifting, with Madagascar remaining the primary hotspot while cases appear in Mauritius. Although overall cholera cases have declined, the case fatality rate remains at 2.2 per cent, driven largely by the Democratic Republic of Congo and Mozambique. The agency attributes these challenges to weak cross-border monitoring and poor water, sanitation, and hygiene conditions, calling for strengthened regional coordination and infrastructure investment.
Pharma companies prepare IP strategies for anticipated M&A surge amid patent cliff
As major pharmaceutical drugs like Keytruda and Eliquis approach patent expiration between 2026 and 2028, industry leaders including Merck, Pfizer, and Johnson & Johnson are expected to increase M&A activity to restock pipelines. Experts from Withers & Rogers advise biotech firms to ensure intellectual property readiness, including organised portfolios and lifecycle management, to attract investors and facilitate potential acquisitions or joint ventures in the coming years.
AstraZeneca resumes large-scale UK investment following policy shift
AstraZeneca announced a £300 million investment to resume large-scale activity in the UK, expanding sites in Cambridge and Macclesfield. This decision follows a previous withdrawal and aligns with a £150 million investment by Boehringer Ingelheim. The move is attributed to the UK-US pharmaceutical arrangement announced in December, which increased the NICE baseline cost-effectiveness threshold. Richard Torbett of the ABPI stated this signals the restoration of the UK as a global destination for life sciences investment, with 13 commitments totaling £1.575 billion since December.
Henlius and Organon secure European Commission approval for pertuzumab biosimilar
Henlius and Organon have obtained European Commission approval for a pertuzumab biosimilar, expanding access to HER2-targeted therapies for breast cancer patients across Europe. The approval is expected to improve affordability and accessibility while maintaining comparable safety and efficacy to the reference biologic. Additionally, Pfizer reported positive Phase 3 data for its multiple myeloma treatment Elrexfio, showing improved progression-free survival. Genexine also shared promising preclinical data on GX-BP1, a novel candidate targeting the SOX2 transcription factor.