Cancer
A Merck drug to watch
From STAT's Matthew Herper: Merck presented two positive studies of its drug Welireg, generically known as belzutifan, to existing regimens in renal cell carcinoma at the American Society of Clinical Oncology Genitourinary Cancers Symposium. In one, adding Welireg to Lenvima, another Merck drug, reduced disease recurrence or death by 30% in patients who had progressed after immunotherapy compared to Cabometyx, a drug made by Exelixis. In a second, combining Welireg with Keytruda reduced disease recurrence or death by 28%.
Daina Graybosh, an analyst at Leerink Partners, wrote in a note to clients that the data will be a new standard of care in adjuvant and second-line kidney cancer: "We believe the strength of outcomes and revenue outlook for belzutifan will surprise most Merck investors and analysts, who have been overlooking belz qualitatively and in their revenue projections." Graybosh also wrote that the data could be a positive for Arcus Biosciences, which is developing a similar drug that is believed to be more potent.
drug pricing
Some White House drug-pricing deals have time limits
SEC filings reveal that at least some of President Trump's "most-favored nation" drug-pricing deals last just three years, terms that were previously undisclosed.
STAT's John Wilkerson writes reviewed SEC documents for the 16 companies that reached agreements with President Trump, and two reported that they would expire after three years. Merck's 2025 filing states that it "entered into a three-year agreement (the MFN Agreement) with the U.S. government." Sanofi also disclosed that its "MFN agreement is only for a duration of three years."
Amgen didn't give an exact timeline for its deal, but it cautioned investors that the administration seeks to codify the arrangements into law, which could apply to more products, payers, or pricing arrangements "for a longer period than those resulting from the MFN Terms."
Read more.
legal
Novartis settles Henrietta Lacks lawsuit
Novartis has quietly settled a lawsuit brought by the estate of Henrietta Lacks, the Black woman whose cervical cancer cells were taken without her knowledge in 1951. Her cells became the first immortalized human cell line, underpinning decades of biomedical advances from the polio vaccine to genetic mapping and Covid-19 research.
Terms of the agreement, finalized last month in federal court in Maryland, were not disclosed. Both the Lacks family and the Swiss drugmaker declined further comment beyond confirming the resolution.
The case is the second such settlement after a 2023 deal with Thermo Fisher Scientific, as the estate continues to pursue other pharmaceutical companies, including Ultragenyx and Viatris, alleging they unjustly profited from "HeLa" cells cultivated from what the complaint described as "stolen" tissue.
Read more.
opinion
Democratizing negligence with at-home ketamine?
Telehealth ketamine companies have reframed mail-order Schedule III narcotics as "access." But in reality, the practice often amounts to outsourcing critical medical oversight to vulnerable patients, who can self-assess, self-administer, and self-dose potent medicines, opines health author and independent researcher Michael Alvear.
Drawing on a six-month analysis of Reddit forums and his own remission experience with clinic-based Spravato, he describes widespread dosing confusion, unmanaged side effects, and patients crowdsourcing safety advice in the absence of real-time monitoring.
Although Alvear notes that online complaints are not prevalence data, he argues they function as early warning signals in a decentralized system largely outside mandatory adverse-event reporting. With tens of thousands of patients receiving at-home ketamine under extended federal telehealth flexibilities, he warns that stripping away supervision — standard in every other ketamine context — shifts the burden of risk management onto patients themselves. That, he concludes, is not democratized care. It's democratized negligence.
Read more.
No comments