Five things to know
- Must readFDA gave Jemperli accelerated approval for rectal cancer that may not need surgery.It covers untreated stage II and III dMMR or MSI-H rectal cancer. In the single-arm AZUR-1 trial, 47% of 116 centrally reviewed patients had a complete response lasting 12 months; lasting benefit still has to be confirmed.Partial AZUR-1 (NCT05723562) registers sustained complete clinical response at 12 months by central review, at 18 months, N=154. FDA's notice reports that measure in 116 evaluable patients (47%); the press an#
- Must readMerck KGaA agreed to buy Silence Therapeutics for about $1.3B in cash.The price is $20.00 per ADS, a 130% premium, for a company led by divesiran, a Phase 2 siRNA in polycythemia vera. One deal is a price point for RNAi, not a trend.#
- Must readRoche licensed Hansoh's ADCs for $400M upfront.Hansoh gets $110M more on the first anniversary and potentially more than $15B in milestones for programs that are still preclinical; it keeps Greater China.#
- Know itRapport's RAP-219 beat placebo in acute bipolar mania, narrowly.Mania scores improved 3.1 points more than placebo at week 3 in 253 patients (p=0.045), with more agitation on drug, Rapport says.Match NCT07046494 registers YMRS change from baseline to week 3, N=253; the release reports that endpoint at that timepoint in 253 patients.#
- Know itEyePoint's wet AMD implant missed; it is cutting about 53% of staff.LUCIA didn't show non-inferiority on vision against aflibercept, and the release gives no visual acuity numbers.Partial NCT06683742 registers average change in BCVA at weeks 52 and 56, the endpoint the release reports as missed. The registry lists 400 participants; the release says 475.#
Bright spot
A French team profiled 423 newly diagnosed myeloma tumors in Nature Medicine and built a model that predicted, with an area under the curve of 0.77, which patients would clear detectable disease after four-drug induction. It still needs testing in practice.
Verified today #
Claim Check #
| Readout | Registry says | Headline says | Verdict |
|---|---|---|---|
| Dostarlimab · GSK NCT05723562 | Sustained complete clinical response for 12 months by central review, at 18 months. N=154. Primary completion 11.02.2026. | FDA notice: 47% of 116 centrally reviewed. FDA press: almost three-fourths avoided surgery, radiotherapy or chemotherapy | Partial |
| RAP-219 · Rapport NCT07046494 | YMRS change, baseline to week 3. N=253. Primary completion 08.05.2026. | 3.1-point gap vs placebo at week 3 (p=0.045), N=253 | Match |
| Emvistegrast · Gilead NCT06290934 | Clinical response at week 12 (modified Mayo). N=228. Primary completion 03.04.2026. | 66% vs 37% clinical response at week 12 on 200 mg (39 of 59 vs 22 of 60); 238 in the safety set; the 75 mg and 25 mg arms not disclosed | Partial |
| DURAVYU · EyePoint NCT06683742 | Average BCVA change at weeks 52 and 56 vs aflibercept. N=400. Primary completion 10.2026. | Missed non-inferiority on BCVA; N=475; no BCVA numbers | Partial |
Calendar #
| Date | Event | Who | Confirmed at |
|---|---|---|---|
| 2026-10-20 | Post-trial hearing, AnaptysBio v. GSK/Tesaro over Jemperli | Company | |
| 2026-10-21 | Abbott Q3 results | Company | |
| 2026-10-21 | IDWeek 2026, Washington, DC | Organizer | |
| 2026-10-21 | NASPGHAN annual meeting, San Diego | Aggregator | |
| 2026-10-22 | Roche Q3 sales, before the Swiss open | Company | |
| 2026-10-22 | ASN Kidney Week, Denver (to 10.25) | Organizer | |
| 2026-10-23 | ESMO Congress 2026, Madrid (to 10.27) | Company | |
| 2026-10-23 | Novartis investor call on remibrutinib in MS, 6:30 pm ET | Company | |
| 2026-10-24 | Goal date: Joenja (leniolisib) sNDA, APDS ages 4 to 11 (a Saturday; FDA may act earlier) | Company | |
| 2026-10-25 | ESMO orals: OSE Combi-TED and Nouscom NOUS-209 | Company | |
| 2026-10-26 | Goal date: bepirovirsen, chronic hepatitis B (GSK; priority review) | Company | |
| 2026-10-27 | Novartis Q3 results | Company | |
| 2026-10-27 | FOMC; statement 2:00 pm ET on 10.28 | Fed | |
| 2026-10-28 | FDA public meeting, Rare Disease Framework Initiative, Silver Spring | Aggregator | |
| 2026-10-29 | Merck Q3 call, 9:00 am ET | Company | |
| 2026-10-29 | Lilly Q3 results, call 10:00 am ET | Company | |
| 2026-10-29 | BMS Q3 results | Company | |
| 2026-10-29 | Gilead Q3 results, after the close | Company | |
| 2026-10-29 | FDA action expected: Ilumya (tildrakizumab), psoriatic arthritis (Sun Pharma) | Company | |
| 2026-10-29 | Q3 GDP advance estimate and September PCE, 8:30 am ET | BEA | |
| 2026-10-30 | AbbVie and Regeneron Q3 results, before the open | Company | |
| 2026-10-30 | FDA DODAC: atropine 0.01% for pediatric myopia (Sydnexis) | FDA | |
| 2026-11-01 | Goal date: mitapivat sNDA, sickle cell disease, based on data in patients 16 and older, filed under the accelerated approval pathway (Agios; priority review; a Sunday, so FDA may act earlier) | Company | |
| 2026-11-02 | Vertex Q3 results, after the close; AZUR-1 registered primary completion | Company |
Registry Watch #
| Trial | Field | Was | Now | Read |
|---|---|---|---|---|
| LIBREXIA-STROKE (milvexian) Ph3 NCT05702034 | Flag | Primary completion passed (10.15.2026) | ||
| Tilrekimig AD Ph2 NCT05995964 | Flag | Still recruiting at primary completion (10.19.2026) | ||
| ALOFT-IPF (admilparant) NCT06003426 | Flag | Topline out 10.12; no results posted | ||
| MAXPIRe (axatilimab IPF) Ph2 NCT06132256 | Flag | Primary completion passed (09.2026) | ||
| ARISE (solengepras, Parkinson's) Ph3 NCT06553027 | Flag | Primary completion passed (08.2026) | ||
| ZP9830 Phase 1 NCT06682975 | Flag | Still recruiting past primary completion (08.2026) | ||
| MRT-8102 Ph1 NCT07119125 | Flag | Primary completion passed (07.2026) | ||
| BMF-650 Ph1 NCT07223216 | Flag | Primary completion passed (05.2026) |
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