Biotech & Longevity · Tuesday, 15 September 2026
The US regulator approved the first drug for spinal muscular atrophy that works on the muscle itself
Isembyld is given on top of the drugs that keep nerve cells alive, and children on it moved better after a year while those on a dummy drip got worse. It costs about $310,000 a year and carries a warning about broken bones.
34.2% vs 13.5%
of children aged 2 to 12 made a clearly meaningful gain in movement, on Isembyld against a dummy drip
after a year, and every child was already taking an older SMA drug
$310,000
a year, the list price for a typical patient
the real cost changes with a patient's weight and insurance
39th
new medicine the US regulator has approved in 2026
number 38, a week earlier, was AstraZeneca's breast cancer pill Etcamah
10,000 to 25,000
people in the US estimated to have SMA
the Muscular Dystrophy Association says about 10,000; the SMA Foundation says as many as 25,000
The lead story — what happened
-
The FDA, the US drug regulator, approved Isembyld on Friday 11 September to treat spinal muscular atrophy, or SMA.
[1] -
SMA is an inherited disease. A faulty gene means the body cannot make enough of a protein that keeps alive the nerve cells controlling movement.
[1] -
About 1 in 10,000 babies is born with it.
[1] Babies who go untreated usually die by the age of two.[6] -
Since 2016 the regulator has approved three drugs, from Biogen, Novartis and Roche, that help the body make more of that protein.
[4] [1] They can keep babies alive and breathing without a machine.[4] -
Those drugs have mixed effects on movement, which eventually declines.
[4] -
Isembyld works on the muscle. It blocks myostatin, a protein the body uses to limit how much muscle grows.
[2] -
Scholar Rock's chief executive, David Hallal, said drugmakers had tried and failed for decades to make a medicine out of blocking myostatin.
[3] -
It is approved for adults and children aged two and over who are already taking one of the older drugs, not as a replacement for them.
[1] -
The trial gave 188 people aged 2 to 21 who could not walk on their own an infusion every four weeks for a year, on top of their usual drug.
[1] -
Among the 156 children aged 2 to 12, those on the drug improved on a standard test of movement, while those on the dummy drip declined.
[1] [3] -
The label warns of a higher risk of broken bones, including serious ones. An analyst called that warning unexpected, because fractures had not been disclosed before.
[1] [4] -
The list price is about $310,000 a year for a typical patient, Scholar Rock's executives said on a call on Monday.
[4] -
The approval came a year late. The FDA turned the drug down last September over problems at a factory that filled and sealed its doses, and the company switched plants in August.
[4]
Who is involved
-
Scholar Rock
a US biotech company; Isembyld is the first drug it has had approved
-
The FDA
the US drug regulator; it rejected Isembyld a year ago over a factory, then approved it on Friday
-
Biogen, Novartis and Roche
makers of Spinraza, Zolgensma and Evrysdi, the three older SMA drugs; Isembyld is given alongside them
-
Cure SMA
a US patient group; its president Kenneth Hobby called better movement an urgent unmet need
How it unfolded
-
Before 2016 no treatment could change the course of SMA
[4] -
2016 onward three drugs approved that can keep babies with SMA alive
[4] -
Late 2024 trial results lift Scholar Rock's shares from about $10
[4] -
September 2025 the FDA rejects Isembyld over problems at a filling plant
[4] -
11 September 2026 the FDA approves Isembyld
[1] -
Monday 14 September the company gives a list price of about $310,000 a year
[4]
Where this points
The next tests are what insurers agree to pay against a $310,000 list price, and how the broken-bone warning shapes which patients doctors give it to.
What is pushing on the whole day
The bar and the word are our reading of how hard each one is pushing today. The arrow is where it is heading. The evidence is in the stories below.
Serious lung inflammation hit 0.9% of patients on Roche's new lung cancer drug, against 3.9% and 4.4% on two rival drugs.
Akeso's lung cancer drug beat Merck's Keytruda on survival in a trial run in China, and analysts question whether that carries over elsewhere.
Isembyld is approved only for patients already taking an older SMA drug.
The US health department is backing projects in which AI programs diagnose patients and prescribe treatment.
The rest of the day
9 more stories on this beat.
Each with its own sources. None of these is a link to the story above.
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02
A lung cancer drug outlives Keytruda
Akeso, a Chinese drugmaker, and its US partner Summit Therapeutics said people with lung cancer lived a median 30.8 months on their drug ivonescimab, against 22.6 months on Merck's Keytruda.
[8] Keytruda is the immunotherapy that much of lung cancer care is built around.[8] Ivonescimab blocks two targets, PD-1 and VEGF, where Keytruda blocks one.[8] The trial, HARMONi-2, had already shown the drug held cancer back for longer, and the survival figures came out at a lung cancer conference in South Korea.[8] Why it matters — Analysts have doubted whether trials run in China carry over to patients elsewhere, and the trials that will decide approval outside China are still running.
[8] One analyst noted that Merck's Sac-TMT cut the risk of death by 45% in a similar group, against 27% for ivonescimab.[8] -
03
AstraZeneca's new breast pill fails a wider test
AstraZeneca said on Friday that its pill Etcamah, also called camizestrant, failed a major trial called SERENA-4.
[7] Given with a common drug to people newly diagnosed with advanced breast cancer, it did not hold the cancer back significantly longer than the standard pairing.[7] The US regulator had approved it earlier this month for patients whose tumours develop ESR1 mutations, which help cancer resist treatment.[7] AstraZeneca has not released the numbers.[7] Why it matters — The result could limit how widely the pill is used.
[6] AstraZeneca executives had talked of it one day earning $5 billion a year.[7] -
04
US health department pushes AI that prescribes
The New York Times reported on Monday that the US health department is speeding up projects in which AI programs diagnose patients, offer therapy and prescribe medicine.
[15] Some officials in the department worry the change is moving too fast, with too little evidence that it is safe and works.[15] Vinod Khosla, a billionaire investor whose son runs a health AI company, has been influential with top officials, people close to the matter said.[15] Those officials include Mehmet Oz, who runs Medicare and Medicaid, the US government's health insurance for older and poorer people.[15] Why it matters — Prescribing is the step where software stops helping a doctor with paperwork and starts choosing a patient's treatment.
[15] Khosla told a start-up event in July that AI would replace human doctors.[15] -
05
A blood test chose who got harder chemotherapy
After colon cancer surgery, 135 patients at 11 hospitals in Italy and Spain had their blood tested for DNA shed by leftover tumour.
[11] Patients with no tumour DNA got a single chemotherapy drug instead of the usual combination.[11] The 26% who had it got a stronger combination, stepped up again if the DNA stayed.[11] Three years on, 83% of those without tumour DNA were free of cancer, against 58% of those with it.[11] The results were published on Monday in Nature Cancer.[11] Why it matters — The trial missed its own goal: 88% of the test-negative patients stayed free of relapse at two years, below the 92% set in advance.
[11] Against a matched group from an older trial, results were similar with much less nerve damage, and the authors say a proper randomised trial is still needed.[11] -
06
Roche's lung cancer drug lands mid-pack
MediLink, which licensed the drug to Roche for sale outside China, reported a final-stage trial of tam-peli in small cell lung cancer.
[9] Tam-peli is an antibody that carries a cancer-killing drug to cells showing a protein called B7-H3.[9] In the trial, run in China, patients lived a median 13.3 months, against 9.4 months on the chemotherapy drug topotecan.[9] GSK's rival drug reported 18.5 months in its own trial, and Merck and Daiichi Sankyo's reported 12 months in a smaller, earlier-stage study.[9] Why it matters — Comparing separate trials run in different places can be unreliable, so the three companies are also competing on side effects.
[9] Roche says it will start a worldwide final-stage trial quickly.[9] -
07
Stool transplants calmed immunotherapy's gut damage
Checkpoint inhibitors are cancer drugs that free the immune system to attack tumours. They commonly cause diarrhoea and colitis, an inflamed bowel.
[12] At MD Anderson Cancer Center in Texas, 13 patients got a transplant of donor stool as the first treatment for it.[12] Ten improved, and among them the typical wait was a day and a half.[12] All 13 had stopped their cancer drug because of the gut damage, and some were able to restart it.[12] Why it matters — The study had no comparison group, and the authors say some patients might have recovered with ordinary care or by stopping the drug.
[12] They want trials against steroids, the usual treatment, which dampen the immune system.[12] -
08
Cellectis gives up on donor cell therapy
Cellectis, a gene-editing company built on technology from France's Institut Pasteur, said it will seek partners for its two cell therapies for leukaemia and lymphoma and move into heart disease.
[10] It had worked to make these therapies from donors' cells, as a simpler option than CAR-T treatments custom-made from each patient's own cells.[10] New medicines have changed how blood cancers are treated, leaving fewer patients for each therapy and slowing its trials.[10] It will now work on two heart-disease gene-editing treatments not yet tested in people.[10] Why it matters — Both heart treatments aim at targets, APOC3 and PCSK9, where approved medicines already exist.
[10] That leaves Cellectis facing an uphill battle in a crowded field.[10] -
09
A nose-spray bird flu vaccine protected mice
Researchers built a vaccine for H5N1 bird flu on VSV, a virus that does not cause disease in people, by swapping in the bird flu virus's surface genes.
[13] They changed the carrier's genes to make it safer and then gave mice two doses into the nose.[13] Every vaccinated mouse survived a dose of H5N1 that would otherwise have killed it.[13] A vaccine built on the same kind of carrier is already sold against Ebola.[13] The study was published on 9 September.[13] Why it matters — H5N1 bird flu is treated as a pandemic threat, and the nose spray raised defences in the lining of the airways as well as in the blood.
[13] This is a mouse result, and most things that protect mice never reach people.[13] -
10
Servier licenses an AI to guide cancer work
Owkin, a company that builds AI for drug research, licensed its system K Pro to Servier, a French drugmaker, for cancer discovery and trial design.
[14] The deal also opens Owkin's MOSAIC collection to Servier's scientists.[14] MOSAIC maps tumour samples by their molecules and by where each cell sits in the tissue.[14] The two companies first worked together in 2023, and Servier signed an $888 million cancer research deal with Insilico Medicine in January.[14] Why it matters — Servier says the value is having patient data and the analysis in one place.
[14] Owkin has earlier signed deals with AstraZeneca, Merck and Sanofi.[14]
Why side effects can decide which treatment a patient gets
When several treatments help about as much, the one that hurts less gets used, because a patient can only benefit from a drug they can keep taking.
The twist
Once a cancer treatment is strong enough, the next gain often comes from hurting less, because a drug only helps for as long as the patient can keep taking it.
How it works
- Several treatments for one illness reach the clinic
- How much they help lands close together
- Their side effects differ a lot
- A patient who is hurt too much has to stop
- So the gentler treatment gets chosen, and is taken for longer
The same force, elsewhere today
Where this chain is also running, in today's other stories.
-
Roche's lung cancer drug landing mid-pack
Its survival figure sits below GSK's, so Roche points to serious lung inflammation in 0.9% of its patients against 3.9% and 4.4% on the two rival drugs.
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The blood test that chose who got harder chemotherapy
Patients with no tumour DNA got a single drug instead of a combination, and the step that changed was nerve damage, which fell sharply against an older group.
-
Stool transplants for immunotherapy's gut damage
Every one of the 13 patients had already stopped a cancer drug because of the harm, and settling the harm let some of them start it again.
Where you've seen this
Running shoes
most pairs cushion about as well, so the pair that does not give blisters is the pair people keep running in
Bicycle helmets
crash protection is close across models, so weight and heat decide which one a rider actually wears
Office chairs
several hold up a back about as well, and the one that does not leave people sore is the one they sit in all day
The catch
This only holds when the benefits really are close, and today's comparisons come from separate trials with different patients, which is a weak way to tell two treatments apart.
And the whole of it
A regulator reads the trial, a doctor reads a short summary, and only the patient finds out over months what a drug does to their days. Each of the three is deciding from a different piece of paper.
What is really going on
Scholar Rock's Isembyld does not fix the gene fault behind spinal muscular atrophy. It is meant to build muscle strength in people already taking one of three older drugs, and it lists at about $310,000 a year.
Who gains
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Scholar Rock
— Its first approval came with a priority review voucher, which speeds a future FDA review and can be sold for hundreds of millions of dollars.
[4] -
Roche
— Its lung cancer drug trails GSK's on survival across separate trials, and its lower rate of serious lung inflammation gives it another way to compete.
[9] -
Akeso and Summit Therapeutics
— The survival figures answer part of the doubt analysts had raised about their drug, which is already approved in China.
[8] -
Curai Health and its backer Vinod Khosla
— Khosla, whose son runs Curai, has been influential with top health officials, and he says Medicare's agency seems very excited about an AI primary care provider.
[15] -
Owkin
— Servier is paying for access to its AI system and its archive of mapped tumour samples.
[14]
Who pays
-
People with SMA who are not on an older SMA drug, or are under two
— Isembyld is approved only for patients aged two and over who already take one of those drugs.
[1] -
Patients on Isembyld
— They carry the higher risk of broken bones written on the label.
[1] -
AstraZeneca
— A failed first-treatment trial could limit a pill its executives had hoped might one day earn $5 billion a year.
[6] [7] -
Colon cancer patients who tested clear in PEGASUS
— The trial set a bar of at least 92% staying free of relapse for two years on lighter treatment, and 88% did.
[11] -
Cancer patients whose immunotherapy damaged their gut
— All 13 in the Texas study had to stop their cancer drug because of it.
[12]
What nobody knows yet
Open questions from across today’s stories — ours included.
-
01
Why broken bones went up on Isembyld.
The FDA reports more fractures on the drug, including serious ones, without saying why, and an analyst said the risk had not been disclosed before.
[1] [4] -
02
Whether Isembyld helps teenagers and adults as much as young children.
The trial enrolled people aged 2 to 21, but the main result comes from the 156 children aged 2 to 12.
[1] -
03
What patients and insurers will actually pay for Isembyld.
The list price is about $310,000 a year, and the cost will vary with a patient's weight and insurance.
[4] -
04
Whether ivonescimab's survival gain holds outside China.
HARMONi-2 was run in China, and the trials that will decide approval elsewhere have not reported.
[8] -
05
By how much AstraZeneca's breast cancer pill missed.
AstraZeneca described only a numerical improvement that was not significant, and said detailed data would come later.
[7] -
06
Which of the three B7-H3 lung cancer drugs really works best.
The 18.5, 13.3 and 12 month figures come from separate trials with different patients, and no trial has compared them directly.
[9] -
07
Whether lighter chemotherapy guided by a blood test is as safe as standard treatment.
PEGASUS missed its own relapse target, 88% against 92%, and its comparison was with patients from an older trial.
[11] -
08
Whether stool transplants beat steroids for immunotherapy gut damage.
The Texas study treated 13 patients with no comparison group.
[12] -
09
What evidence the US health department has that AI prescribing is safe.
Some officials inside the department have raised concerns that the evidence on safety and effectiveness is inadequate.
[15]
Children with spinal muscular atrophy now have a drug that works on their muscles. In its trial, children on it moved better after a year, while children on a dummy drip moved less well.
Also true today
- People with lung cancer lived a median 30.8 months on Akeso's drug ivonescimab, against 22.6 months on Merck's Keytruda, in a final-stage trial.
- Ten of 13 cancer patients whose immunotherapy had inflamed their bowel got better after a transplant of donor stool, half of them within about a day and a half.
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