Day Lila

Biotech & Longevity · Monday, 5 October 2026

01 Briefing what happened

Australia's CSL pays $355 million up front to share an experimental antibody for rare kidney and liver diseases, tried so far in 26 kidney patients

Biotech & Longevity 19 sources

CSL will take 55% of the profits from lixudebart, a Swiss antibody aimed at the scarring signal in damaged organs; its best evidence is an early look at 26 patients, reported by the two companies.

$355m

CSL's payment to Alentis on signing

up to $1.2 billion more depends on sales goals [1]

55% / 45%

how CSL and Alentis will split the drug's profits worldwide

the whole deal is valued at up to $1.6 billion, before trial costs [1]

26

kidney patients in the early look at the phase 2 trial

kidney function improved after 24 weeks, the companies say [2]

0

approved treatments for PSC, one of the liver diseases the partners plan to test next

PSC is a long-lasting liver disease [1]

The lead story — what happened

  • Australia's CSL, a large biotech company, said on Monday 5 October that it will develop and sell lixudebart together with Alentis Therapeutics of Switzerland. [1]
  • CSL pays $355 million up front. Alentis can earn up to $1.2 billion more as the drug reaches sales goals. [1]
  • Once the drug is on sale, CSL takes 55% of the profits worldwide and Alentis takes 45%. [1]
  • Lixudebart is an antibody, a lab-made immune molecule built to latch onto one target. Its target is claudin-1. [2]
  • Alentis says claudin-1 drives inflammation and scarring in damaged kidneys, livers, lungs and guts. [2]
  • The drug is now in a phase 2 trial, a mid-sized test of whether a drug works, in a rare disease where the immune system attacks small blood vessels in the kidney. [1][2]
  • In that disease, kidney function can collapse within days or weeks. Most patients lose much or all of it, even on strong drugs that calm the immune system. [2]
  • In an early look at 26 of the trial's patients, kidney function and the protein leaking into urine improved after 24 weeks, the companies say. [2]
  • In an earlier trial of 41 people with advanced liver scarring, liver function improved after 6 weeks. [2]
  • The partners plan to test it next in FSGS, a long-lasting kidney disease, and in PSC, a liver disease with no approved treatment. [1]
  • The US drug regulator gave it orphan status in 2024 for a lung-scarring disease. Orphan status is a special status for drugs aimed at rare diseases. [1]
  • Every result so far is an early look, reported by the companies, and none describes a comparison group of untreated patients. [2]
  • CSL55%
  • Alentis45%
How the two companies will split lixudebart's profits worldwide, once it is on sale.

Who is involved

  • CSL

    a large Australian biotech company; it pays $355 million up front and takes 55% of the profits

  • Alentis Therapeutics

    a private company in Basel, Switzerland, that makes lixudebart; it keeps 45% of the profits

  • Thomas Baumert

    a professor at the University of Strasbourg; Alentis grew out of his lab's research

  • The FDA

    the US drug regulator; it gave lixudebart orphan status for a lung-scarring disease in 2024

How it unfolded

  1. 2024 the FDA gives lixudebart orphan status for a lung-scarring disease [1]
  2. Earlier 41 people with advanced liver scarring show better liver function after 6 weeks [2]
  3. Phase 2 an early look at 26 kidney patients shows better kidney function after 24 weeks [2]
  4. Mon 5 Oct CSL and Alentis announce the $355 million partnership [1]
  5. Next trials planned in FSGS, a kidney disease, and PSC, a liver disease [1]

Where this points

The next sign is the full result of the kidney trial, which will show whether the improvement in the first 26 patients holds across the whole group. [2]

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.

US health cover getting dearer Building↑

Insurers selling Obamacare plans asked for a median 15% price rise for 2027. [8] Employers' health costs per worker could rise 11.1%, the most in more than 20 years. [9] Amazon says users of its $5-a-month medicine subscription have nearly tripled since 2023. [17]

Insurers choosing what to pay for Building↑

Grail's cancer blood test costs patients about $700, because insurers and Medicare do not pay for it. [11] Humana, a big US insurer, dropped Medicare private plans covering about 942,000 members, the bank Barclays estimates. [10] People in those private plans cannot get the US government's new $90 payment. [5]

Medicine factories under strain Steady→

The FDA held up Novo Nordisk's haemophilia drug over repair work at a factory. [3] Biovac, a vaccine maker in Cape Town, cut 85 of its 450 jobs. [13] South Africa had chosen a vaccine from India that cost about a third as much. [13]

Gaps in local health services Building↑

Only seven of Pennsylvania's 67 counties have their own health department, as measles spreads beyond Lancaster County. [12] A public inquiry in England is examining more than 2,000 deaths in Essex mental health care since 2000. [14]

The rest of the day

14 more stories on this beat.

Each with its own sources. None of these is a link to the story above.

  1. 02

    Trump promises $90 to 20 million on Medicare

    US President Donald Trump said late on Friday 2 October that more than 20 million people on Medicare will each get a one-time $90 payment. [4][5] Medicare is the US government's health insurance for older people. [4] The money helps with the monthly fee for Part B, the part that pays for doctor visits, which is about $203 a month. [6] It comes from the Medicare Improvement Fund, set up by Congress in 2008, which Trump says holds $2 billion. [4][5]

    The payment covers a little under half of one month's standard Part B fee, once.

    Why it matters — The payments arrive in early October, a month before the 3 November elections for Congress, and follow $500 rebates to about 1 million people on Obamacare plans. [4][7] People in Medicare Advantage, the private-plan version, cannot get it, and KFF, a health research group, says they are more than half of those who would otherwise qualify. [5]

  2. 03

    760,000 removed from Obamacare plans

    US Vice President JD Vance said in late September that the US government had removed 760,000 people from Obamacare plans. [8] The US government says they did not exist, or were signed up by brokers without knowing it. [8] Obamacare, the Affordable Care Act of 2010, gives government-subsidised health plans to 19 million people. [8] Another 400,000 are under review, and the US government is banning hundreds of brokers and taking no new ones. [8]

    Why it matters — Policy experts say some of those removed were real members who rarely used their plans because they were healthy. [8] Insurers expect a sicker and costlier mix of members, and investors say prices for 2028 will likely rise to reflect it. [8]

  3. 04

    US work health costs set for biggest rise in 20 years

    Employers' health costs per worker will rise 11.1% in 2027, the biggest jump in more than 20 years, the consulting firm WTW projects. [9] Aon expects 9.5%, and Marsh 8.2%, the largest since 2003. [9] About 166 million Americans under 65 get health insurance through work. [9] Experts point to more use of weight-loss drugs like Ozempic, the end of extra Obamacare subsidies and general inflation. [9]

    Three consulting firms' forecasts for the rise in employers' health costs per worker in 2027.

    Why it matters — 59% of employers plan cuts such as higher deductibles, the amount a patient pays before insurance starts, Marsh found. [9] That holds premiums down, but leaves workers who fall ill with bigger bills. [9]

  4. 05

    Pennsylvania counties brace as measles spreads

    Pennsylvania has confirmed 943 measles cases in 39 counties this year, and a fifth measles-linked death. [12] Lancaster County, the centre of the outbreak with 381 cases, mostly among the Amish, has no health department of its own. [12] Only seven of the state's 67 counties do. [12] Neighbouring Chester County, with 83 cases, is preparing for more, and Montgomery County's health chief said cases arriving there are a matter of time. [12]

    7 of 67

    Pennsylvania counties with their own health department

    Seven of the state's 67 counties run their own health department. Lancaster, the centre of the outbreak, is not one of them.

    Why it matters — A county health department can trace contacts and open vaccine clinics with its own staff, Chester's director says, while the state must spread its workers across every county. [12] Montgomery County and local pharmacies are opening vaccine clinics for every resident, with or without health insurance. [12]

  5. 06

    Medicare private plans cheaper, but fewer

    The US agency that runs Medicare said on 29 September that the average monthly premium for Medicare Advantage plans should fall more than 16% in 2027, to $12 from $14.37. [10] These are private plans that older Americans can choose instead of the US government's own Medicare. [10] About 34 million people are expected in them next year, 47.4% of everyone on Medicare. [10] Humana dropped plans covering about 942,000 members, the bank Barclays estimated. [10]

    Why it matters — UnitedHealth and CVS also cut their offerings, as insurers leave places where rising costs left plans earning less. [10] An analyst said most insurers are trying to restore profits rather than grow, before sign-up opens on 15 October. [10]

  6. 07

    Grail's cancer test nears approval, not payment

    Wall Street analysts expect the FDA to approve Grail's Galleri test in the coming months, after its advisers said in late September that the benefits outweigh the risks. [11] Galleri is a blood test meant to spot more than 50 kinds of cancer early, Grail says. [11] No test like it is approved, so US insurers and Medicare generally do not pay. [11] Patients pay about $700 for Galleri and $900 for Abbott's Cancerguard. [11]

    Why it matters — A US law passed this year could let Medicare pay from 2028 if the FDA approves. [11] A three-year UK trial did not significantly raise early detection overall, though Grail reported 26% fewer stage IV diagnoses by the third round. [11] One of Grail's own study leaders at the Mayo Clinic says nobody knows yet whether such tests mean fewer cancer deaths. [11]

  7. 08

    A factory holds up Novo's haemophilia drug

    The FDA has extended its review of denecimig, Novo Nordisk's drug for haemophilia A, because of repair work at a factory, the Danish company said on Friday 2 October. [3] Haemophilia A is a rare inherited condition in which blood does not clot properly. [3] Novo applied in September 2025 and expected a decision by the end of September 2026. [3] No new date has been set. [3]

    Why it matters — Novo says the FDA raised no concerns about the drug's safety or its trial results. [3] It still aims to launch in the US in the first half of 2027, for adults and children, including those whose bodies fight off standard clotting treatment. [3]

  8. 09

    Africa's plan to make its own vaccines struggles

    Africa makes less than 1% of the vaccines it uses, and a plan led by the African Union and Africa CDC aims for 60% by 2040, Science reports. [13] More than two dozen African companies are trying, but only five have finished taking over a vaccine recipe from a maker abroad. [13] Biovac in Cape Town got ready to bottle the Pfizer-BioNTech COVID vaccine, then never sold a dose because demand had gone. [13]

    5 of 27

    African vaccine makers that have finished taking over a foreign recipe

    Of 27 vaccine makers on Science's map of Africa, five have completed a transfer of a vaccine recipe from abroad.

    Why it matters — In 2023 South Africa bought a pneumonia vaccine from India's Serum Institute for about a third of the price, and Biovac cut 85 of its 450 jobs. [13] This year Biovac raised more than $100 million to more than triple its output to 50 million vials a year by 2029. [13]

  9. 10

    Inquiry into 2,000 mental health deaths resumes

    The Lampard Inquiry, a public inquiry in England, is examining the deaths of more than 2,000 people in the care of mental health services in Essex between 2000 and the end of 2023. [14] Its chair, Baroness Kate Lampard, said hearings starting on 5 October may lead to early recommendations if she finds an urgent risk to patients. [14] They will look at resuscitation and at Oxevision, a camera system that records breathing and pulse, used by several NHS mental health trusts. [14]

    Why it matters — Lampard said both issues reach beyond Essex, to mental health units across England. [14] A mother whose daughter died says the cameras take away human contact, while LIO Health, which makes Oxevision, says it prevents serious incidents. [14]

  10. 11

    A locker for abortion pills opens in Warsaw

    Campaigners in Poland opened what they call the world's first parcel locker for abortion pills, in Warsaw last week. [15] Women collect the pills anonymously from the 22-compartment machine with a six-digit code. [15] Poland bans abortion in almost all cases. [15] Taking the pills is not a crime, but helping someone get them can bring up to three years in prison. [15]

    Why it matters — The campaign groups say putting a machine between the giver and the taker makes the law less clear. [15] Prime Minister Donald Tusk said last year there was no majority in parliament to loosen the law, and hinted his government would not prosecute helpers. [15]

  11. 12

    Novo study favours a higher Ozempic dose

    Novo Nordisk announced on 29 September a study of the records of 636,525 adults with type 2 diabetes. [16] Those who raised their Ozempic dose from 1mg to 2mg had a 6% lower risk of serious heart and blood-vessel events than those who switched to Lilly's Mounjaro. [16] The study read patients' records rather than assigning drugs at random. [16] After two years, 57.4% had stayed on 1mg and 5.7% had switched to Mounjaro. [16]

    Why it matters — Novo makes Ozempic and announced the results. [16] It and Lilly are competing for a US weight-loss and diabetes drug market that analysts expect to reach $100 billion to $150 billion by 2030. [16]

  12. 13

    Flat-fee medicine plans grow as cover slips

    Amazon and GoodRx are signing up more Americans to monthly subscriptions that cover some medicines for one flat fee, Reuters reported on 29 September. [17] Amazon's RxPass costs $5 a month and GoodRx's Companion $14.99, each including some generic drugs, the cheap copies sold once a patent ends. [17] Amazon says RxPass users have nearly tripled since 2023. [17] GoodRx's subscription revenue rose 39%, to $28.5 million, in the second quarter. [17]

    Why it matters — Millions of Americans dropped Obamacare plans in 2026, and employers' costs are set to rise up to 11% next year. [17] Amazon offers about 50 generic drugs and GoodRx over 250, out of 30,000 approved in the US. [17]

  13. 14

    Gut bacteria linked to an older-looking brain

    Researchers at UCLA Health used brain scans of nearly 1,500 adults to estimate how old each brain looked, and compared it with real age. [18] People whose brains looked older did worse on tests of working memory and planning, and reported more signs of depression. [18] In one group, stool samples showed that an older-looking brain went with certain gut bacteria and the chemicals they make. [18]

    Why it matters — The study looked at young and middle-aged adults, to find signs long before memory problems appear. [18] It measured everyone once, so it shows a link and cannot show that gut bacteria age the brain. [18]

  14. 15

    Cell glue also clears away dead cells

    E-cadherin, a molecule that glues together the cells lining the skin, gut and airways, also helps those cells swallow dying neighbours, a study in Nature Communications reports. [19] A team led by Verena Ruprecht watched it happen in living zebrafish and mouse embryos. [19] When E-cadherin was blocked in mouse embryos, dying cells were left behind. [19] Each cell wraps its lower side around the dead cell while its upper side keeps the lining sealed. [19]

    Why it matters — Dead cells left in place can burst and feed long-lasting inflammation. [19] The work was done in embryos, and nobody yet knows whether adult or human tissue does the same. [19]

02 Lesson why it matters

Why a drug against scarring is tested first where the damage comes fastest

In a slow disease a drug's effect takes years to show, so its makers try it first where an organ fails within weeks.

The twist

A drug is easiest to judge where the disease moves fastest. In a disease that wrecks the kidneys within weeks, 26 patients can show a change in 24 weeks that a slow disease would hide for far longer.

The picture

In this rare kidney disease the damage comes fast, so a small trial can look for a change within six months.

How it works

  1. Claudin-1 is linked to scarring in several organs
  2. Most of those diseases are long-lasting, and damage builds slowly
  3. In a slow disease a trial must be large and long to see a change
  4. In the rare kidney disease, function can collapse in days or weeks
  5. So 26 patients and 24 weeks can already show a change
  6. An early result there pays for the slower, bigger trials next

The same force, elsewhere today

Where this chain is also running, in today's other stories.

  • Grail's cancer test nears approval, not payment

    Fewer cancer deaths take years to count, so Grail's UK trial counted late-stage diagnoses over three years instead, and the deaths question is still open.

  • Gut bacteria linked to an older-looking brain

    Memory loss comes late in life, so UCLA measured how old the brain looked in young and middle-aged adults, where a difference shows decades sooner.

Where you've seen this

Testing a new tyre

it is run on a racetrack, where it wears out in a day instead of a year on the road

Trying a new fertiliser

it is tried first on a fast-growing crop, so the difference shows in one season

Testing a new road surface

it is laid on the busiest road first, where wear shows in months

The catch

A drug that helps in the fastest disease can still fail in the slow ones, where the scarring may have other causes and a trial has to run far longer.

And the whole of it

Twenty-six people with a rare kidney disease are the first real test of a drug its makers also want to try in liver and lung disease. Patients with those slower diseases will be offered it, or not, partly on what happened to these 26 people's kidneys in six months.

03 Truth what's really going on

What is really going on

CSL is paying $355 million now for a drug whose best evidence is an early look at 26 kidney patients, reported by CSL and Alentis themselves. [1][2] Much of the rest of the day is about who pays for US health care. The US government is sending $90 to 20 million people on Medicare a month before the 3 November elections. [4][5] It has also removed 760,000 people from Obamacare plans, and work health costs are set for their biggest rise in 20 years. [8][9]

Why it works on us — A total like $1.6 billion makes a drug sound proven, though only $355 million is certain and the rest depends on sales that do not exist yet. [1]

Who gains

  • Alentis Therapeutics — It gets $355 million up front and keeps 45% of the drug's profits, without selling the company. [1]
  • CSL — It gets 55% of the profits from a drug aimed at diseases such as PSC, which has no approved treatment. [1]
  • Trump and Republican candidates — The $90 payments land in bank accounts in early October, before the 3 November vote for Congress. [4][5]
  • Amazon and GoodRx — Their flat-fee medicine plans grow as Americans lose or drop insurance; GoodRx's subscription revenue rose 39%. [17]
  • India's Serum Institute — South Africa bought its pneumonia vaccine for about a third of the price of the locally bottled one. [13]

Who pays

  • Real Obamacare members among the 760,000 — They lose their cover until they prove who they are. [8]
  • Obamacare members who stay — Insurers expect a sicker mix of members, and investors say 2028 prices will likely rise to reflect it. [8]
  • US workers who fall ill — 59% of employers plan cuts such as higher deductibles, so a sick worker pays more before insurance starts. [9]
  • People who want Grail's test — They pay about $700 themselves, because insurers and Medicare do not cover it. [11]
  • Biovac's staff — 85 of 450 lost their jobs after South Africa bought a cheaper vaccine from India. [13]

What nobody knows yet

Open questions from across today’s stories — ours included.

  • 01

    Whether lixudebart works.

    The 26-patient figures are an early look reported by the two companies, and no comparison group of untreated patients is described. [2]

  • 02

    Who pays for the trials still to come.

    The $1.6 billion value leaves out development funding, and Reuters reports no split of those costs. [1]

  • 03

    Whether the Medicare Improvement Fund was meant for cash payments.

    Congress set it up in 2008 to improve how Medicare runs and pays providers. KFF says its wording is broad, and that no earlier administration used it this way. [5]

  • 04

    How much of the fund the payments use up.

    20 million payments of $90 come to $1.8 billion. The $2 billion size of the fund is Trump's own figure, as Reuters reports it. [4]

  • 05

    How many of the 760,000 removed people were real members.

    The 760,000 is the US government's own count of people it believed did not exist or were signed up without knowing. Real members can be put back once they prove who they are. [8]

  • 06

    When Novo's haemophilia drug will be decided.

    The FDA has set no new date. Novo describes the cause only as repair work at one factory. [3]

  • 07

    Whether measles spreads beyond the Amish in Pennsylvania.

    Chester County's health director says her department is planning on the assumption that it may. [12]

  • 08

    Whether Grail's test leads to fewer cancer deaths.

    A Mayo Clinic oncologist who leads one of Grail's own studies says nobody knows yet. [11]

  • 09

    Whether gut bacteria age the brain, or only travel with an older-looking brain.

    The UCLA study measured each person once, which can show a link but not a cause. [18]

04 Hope carry this

In Montgomery County, Pennsylvania, the county health office and local pharmacies are opening measles vaccine clinics for every resident, with or without health insurance.

Also true today

  • Biovac, a vaccine maker in Cape Town, raised more than $100 million this year to more than triple its output, to 50 million vials a year by 2029.

Across the beats