China’s next drug-price reset runs on provincial clocks
Fujian’s new notice and Beijing’s rollout show separate price, procurement and payment switches. The 70% payment-standard rule also needs a floor—not a reimbursement shortcut.
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China targets hospital formulary barriers for eligible innovative drugs
A four-agency notice addresses formulary limits, hospital performance metrics and payment exceptions for eligible innovative drugs. Uptake remains to be demonstrated.
BrightGene reports a Phase 3 glucose-control edge over semaglutide 1 mg
BrightGene reports a 32-week HbA1c advantage for BGM0504 10 mg over semaglutide 1 mg. The diabetes program still needs a filing and approval.
Charles River’s $470m Frontage purchase hinges on a take-private and a split
The proposed deal would take Frontage private before allocating its businesses to Charles River, Tigermed and Song Li. The $470m price covers the target operations.
TYK is paying RMB 300 million so Qilu can sell a drug Huiyu says it already had.
TYK Medicines will pay Huiyu RMB 300m—the same cash Qilu put up as an upfront—to end a fight over who may sell TY-9591 in mainland China. Qilu’s field activity is dated 13 November.
Haisco opened a China Phase 3 for an oral IL-23. The category leader is already a pill.
HSK47388 entered Phase 3 in plaque psoriasis on China’s registry—about 390 patients, PASI 90 at week 16. J&J’s oral IL-23 receptor peptide is already approved in the US and Europe.
Qilu registered a Phase 3 for its Claudin6 ADC. The trial has not started.
QLS5132 is the first Claudin6 ADC to post a Phase 3—in platinum-resistant ovarian cancer, 420 patients, PFS and OS. ClinicalTrials.gov still lists it as not yet recruiting.
China cleared Lilly’s weight-loss pill a week after CIIE. The BMI line stayed American.
Orforglipron is China’s first oral GLP-1 for weight loss. The NMPA label still starts at BMI 27/30, while Novo’s injection was rewritten last month to China’s 24/28 scale.
Reading China’s TGCT market through Beijiemai: hospitals first, reimbursement still open
China approved Beijiemai first, Merck sells it, hospitals wrote the first Rxs—while list price and NRDL remain the open China-market questions behind today’s FDA headline.
Abbisko’s pimicotinib at FDA: reading the China-to-Merck path
FDA approval is the headline; the BD story is the staged Merck license—$70m upfront, $85m global option, up to $605.5m total, plus a $20m U.S. first-sale milestone.
AASLD 2026: MASH strategies split between GLP-1s and liver-fat siRNA
Survodutide and semaglutide analyses probe benefit beyond weight loss; Regeneron/Alnylam’s ALN-CIDEB reports large liver-fat cuts.
HighField’s TLL-018 tops tofacitinib on ACR50 in Phase 3 RA
Late-breaking ACR data: JAK1/TYK2 inhibitor ginoxitinib posted a 73% ACR50 rate at week 24 versus 49.5% for tofacitinib.
Yili Pharma raises nearly RMB 400m Series A for radiopharma
Huagai Capital leads a sizable A round for a China radiopharma company pushing candidates toward the clinic.
Abbisko’s pimicotinib wins FDA approval for TGCT
China-origin CSF-1R inhibitor cleared in the U.S. after NMPA, Canada, and Switzerland—Merck KGaA holds global rights.