Day Lila

Biotech & Longevity · Tuesday, 20 October 2026

01 Briefing what happened

US regulator approves GSK's immune drug Jemperli for one kind of rectal cancer, so some patients can skip surgery, radiation and chemotherapy

20 stories 23 sources

The FDA approved Jemperli alone for stage 2 and 3 rectal cancers that cannot repair their own DNA, after 71% of 154 trial patients needed no other treatment. It is an early approval, so GSK must keep following patients.

71%

of 154 patients needed no surgery, chemotherapy or radiation

and their cancer had not grown after a median of just over two years [2]

1 of 27

patients in an earlier trial whose cancer came back within three years

the 50-patient trial at Memorial Sloan Kettering in New York [1]

4 months

early: the FDA decided this long before its own deadline

the 11th approval under its national priority fast pass [1]

20%

of patients had a serious side effect

3% stopped taking the drug because of side effects [3]

The lead story — what happened

  • The FDA, the US drug regulator, approved GSK's drug Jemperli on 19 October for adults with stage 2 or 3 rectal cancer of one genetic kind. [1][2]
  • These patients usually get chemotherapy and radiation, then surgery. Those treatments can harm the bowel, urine control, sex life and fertility. [1]
  • The approval covers tumours called dMMR or MSI-H, whose cells cannot fix the mistakes they make when copying their DNA. [1]
  • The mistakes pile up and make odd proteins that the immune system can recognise. [1] Jemperli blocks PD-1, an off switch on immune cells that tumours press to hide. [1]
  • In the main trial, AZUR-1, 154 patients got nine doses of Jemperli, one every three weeks for six months. [2]
  • 110 of them, or 71%, needed no surgery, chemotherapy or radiation, and their cancer did not grow, after a median of just over two years. [2]
  • Independent reviewers have so far counted 47% of 116 patients free of visible cancer for a full year. [2][3] The trial's own doctors counted 68% of 144. [3]
  • An earlier trial at Memorial Sloan Kettering, a New York cancer hospital, gave Jemperli to 50 patients. [1] Of the 27 followed for three years, the cancer came back in one. [1]
  • This is an accelerated approval, given on early results. GSK must keep following patients to show the benefit lasts. [1]
  • Serious side effects hit 20% of patients, and 3% stopped the drug because of side effects. [3] Immune drugs like this can attack healthy organs. [1]
  • The FDA decided four months before its own deadline, under a fast-pass scheme for national priorities. It is the 11th approval under that scheme. [1][2]
  • Regulators in Canada, Israel, Switzerland and the UK are reviewing the same application at the same time. [2]

7 of 10

about 7 in 10 needed no other treatment

Each figure stands for about 15 of the 154 patients in AZUR-1. About seven in ten were treated with Jemperli alone and their cancer did not grow.

Who is involved

  • GSK

    a big British drug company that sells Jemperli; it asked for the approval

  • The FDA

    the US drug regulator; its acting head, Kyle Diamantas, announced the approval

  • Andrea Cercek

    a cancer doctor at Memorial Sloan Kettering in New York who led the AZUR-1 trial

  • Colorectal Cancer Alliance

    a US patient group; its chief says testing each tumour at diagnosis will decide who qualifies

How it unfolded

  1. Before Memorial Sloan Kettering treats 50 patients with Jemperli alone [1]
  2. AZUR-1 154 patients around the world get nine doses over six months [2]
  3. 19 Oct the FDA grants an accelerated approval, four months early [2]
  4. Late Oct full AZUR-1 results due at ESMO, Europe's big cancer meeting [3]
  5. Next regulators in Canada, Israel, Switzerland and the UK decide [2]

Where this points

The next test is whether the cancer stays away as patients are followed for longer, with the full AZUR-1 results due at ESMO this month. [1][3]

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.

The FDA's fast pass Building↑

The FDA approved Jemperli four months early under its national priority fast pass. [1] Disc's sun-pain drug held the same kind of pass and was still refused in February. [4] Ultragenyx sold a different FDA fast pass for $203 million. [10]

Big drugmakers buying High↑

Merck KGaA, a German drugmaker, agreed to pay $1.3 billion for Silence Therapeutics, a British biotech. [7] Roche, a Swiss drugmaker, is paying Hansoh, a Chinese firm, $400 million up front for cancer drugs. [9] It is Roche's sixth deal with a Chinese drugmaker since late August. [10]

New drugs for gut disease Building↑

Gilead's daily pill put 31% of people with ulcerative colitis, a bowel inflammation, into remission, against 8% on a dummy pill. [11] AbbVie's two-drug mix left 30.2% of people with Crohn's disease with little or no gut damage, against 21.3% on its drug Skyrizi alone. [12]

Small biotechs cutting back Building↑

Enlivex, an Israeli biotech, is laying off 60% of its staff to pay for one trial. [15] Ultragenyx has sold two FDA fast passes since its drug for a rare brain disorder failed. [10]

Health data for computers Building↑

A Boston team trained a computer on 40 million face photos to predict how long cancer patients live. [14] UK Biobank will add immune readings from 80,000 blood samples to its study. [16] PacBio and Verily will join DNA readings to medical records to train AI. [17]

The rest of the day

19 more stories on this beat.

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

  1. 02

    Disc's sun-pain drug passes its final trial

    Disc Medicine, a US biotech, said on Monday its pill bitopertin met all its goals in a final-stage trial. [4][5] It treats EPP, a rare inherited disease in which a substance called PPIX builds up in the blood and makes sunlight painful. [4][5] On the drug, PPIX fell about 46%, against about 4% on a dummy pill. [4] Patients spent 12.2 more hours a month in light without pain. [5] The FDA refused the drug in February, because earlier trials had not shown that lower PPIX meant more time in the sun. [4]

    How much PPIX, the substance that makes sunlight painful, fell over six months in each group.

    Why it matters — Disc plans to apply again by the end of the year and expects an answer by mid-2027. [4][5] Its shares rose more than 35% on the news. [4]

  2. 03

    Merck KGaA buys Silence for $1.3 billion

    Merck KGaA, a German drugmaker, agreed on Monday to buy Silence Therapeutics, a British biotech, for about $1.3 billion in cash. [6][8] It pays $20 a share, 130% above Friday's closing price, or 82% above the average of the past 30 days. [7][8] Silence's main drug, divesiran, is for polycythemia vera, a rare blood cancer in which the bone marrow makes too many red blood cells. [7] The drug switches off a liver protein so less iron reaches the marrow, which then makes fewer red cells. [7] In a mid-stage trial, 88% of patients responded. [7]

    Why it matters — Divesiran would compete with Mimrylo, a weekly injection from Takeda and Protagonist approved in August, and would be given every three months. [7][8] Merck must still pay for a final trial; Silence had $72 million in cash in June. [6]

  3. 04

    Roche pays Hansoh $400 million for cancer drugs

    Roche, the Swiss drugmaker, will pay Hansoh, a Chinese drug company, $400 million up front and $110 million after a year, the two said on Monday. [9] Up to $15 billion more depends on the drugs passing tests and selling. [9] The deal covers antibody-drug conjugates, medicines that use an antibody to carry a poison to cancer cells. [9] Hansoh will take two early drugs, and others aimed at targets Roche picks, through first human tests. [9] Roche then develops them everywhere except Greater China. [9]

    Why it matters — It is Roche's sixth deal with a Chinese drugmaker since late August, more than any rival this year, BioPharma Dive counts. [10] Neither company has said which diseases the drugs are for. [10]

  4. 05

    Gilead's colitis pill passes a mid-stage test

    Gilead Sciences, a large US drugmaker, said its daily pill emvistegrast helped people with ulcerative colitis, a long-lasting inflammation of the large bowel. [11] In a trial of 238 adults, 31% on the top dose were in remission after 12 weeks, against 8% on a dummy pill. [11] The pill blocks a protein that guides certain immune cells into the gut. [11] Entyvio, a best-selling drug from Takeda, blocks the same protein but is given by drip or injection. [11] Gilead plans a final-stage trial in 2027. [11]

    Share of people with ulcerative colitis in remission after 12 weeks in Gilead's trial.

    Why it matters — A pill would be easier to take than a drip, but the two drugs have never been tested against each other. [11] 78% of the patients had not failed an advanced treatment before, so harder cases are still untested. [11]

  5. 06

    AbbVie's two-drug mix beats Skyrizi in Crohn's

    AbbVie, a US drugmaker, tested a mix of its drug Skyrizi and a second antibody, trosunilimab, in 300 people with Crohn's disease, a long-lasting gut inflammation. [12] After 12 weeks, 30.2% on the mix showed little or no damage when the gut was checked with a camera. [12] That compared with 21.3% on Skyrizi alone and 18% on trosunilimab alone. [12] Skyrizi blocks one inflammation signal, IL-23, while trosunilimab blocks the gut-guiding protein that Gilead's pill also targets. [11][12] Three in four patients had already failed another advanced treatment. [12]

    Share of people with Crohn's disease whose gut showed little or no damage after 12 weeks.

    Why it matters — Skyrizi brought AbbVie $10 billion in the first half of 2026. [12] A 2,000-patient trial that includes the mix began in July. [12]

  6. 07

    A lung cancer vaccine lifts one-year survival

    OSE Immunotherapeutics, a French biotech, said on Monday its cancer vaccine Tedopi helped people whose lung cancer had grown after first treatment. [21] In a mid-stage trial of 106 patients in France, Italy and Spain, 47% given Tedopi with chemotherapy were alive after a year. [21] With Tedopi and the immune drug nivolumab, 46% were. [21] On chemotherapy alone, 29% were. [21] Only patients with a common immune type, HLA-A2, could join. [21]

    Share of patients alive one year after starting treatment, in each group of the trial.

    Why it matters — A final trial of Tedopi against chemotherapy is recruiting, with results expected in early 2028. [21] Full results will be shown at ESMO, Europe's big cancer meeting, in Madrid on 25 October. [21]

  7. 08

    AstraZeneca's stomach cancer drug extends survival

    AstraZeneca, the British drugmaker, said its drug Sone-Ve helped people with advanced stomach cancer live longer in a final-stage trial. [22] It was tested in patients whose cancer had grown after earlier treatment. [22] The drug carries a poison to cells that show CLDN18.2, a protein found on many stomach cancers. [22] About 60% of these patients carry enough of the protein to qualify. [22] AstraZeneca says it is the first final-stage trial of such a drug to show a survival gain in this group. [22]

    Why it matters — The survival numbers are not public yet; they come at ESMO, which runs from 23 to 27 October. [22] Until then, nobody outside the company can judge how much longer patients lived.

  8. 09

    An eye cancer drug pair shrinks more tumours

    IDEAYA Biosciences, a US biotech, and Servier, a French drugmaker, released trial results on Monday for darovasertib, a drug given with an older one, crizotinib. [23] It treats uveal melanoma that has spread, a rare cancer that starts in the eye. [23] In a mid-stage trial, tumours shrank in 22.1% of patients overall. [23] Older treatments shrink them in about 5%, the companies say. [23] Half the patients lived at least 13.4 months. [23]

    Why it matters — The trial had no comparison group, so its numbers are set against past studies, which put survival at about 12 months for patients treated first. [23] Diarrhoea hit 82% of patients and nausea 76%. [23]

  9. 10

    Trump orders an NIH division for women's health

    US President Donald Trump signed an order on Monday to create a women's health division at the NIH, the US government's medical research agency, within 90 days. [13] Melania Trump, the first lady, announced it. [13] A White House task force led by Susie Wiles, the chief of staff, was due to meet for the first time the same day. [13] Details of the new division were not disclosed. [13] Since 2025, NIH grants that used the word women have faced special reviews. [13]

    Why it matters — Women have more bad reactions to drugs than men, partly because research has studied them less, a 2025 review found. [13] The new division sits beside the NIH's existing Office of Research on Women's Health rather than replacing it. [13]

  10. 11

    A face photo predicts cancer survival

    Researchers at Mass General Brigham, a Boston hospital group, trained a computer on 40 million face photos and then taught it to predict how long cancer patients live. [14] In 3,820 cancer patients, 64 of the 122 with the highest risk scores died within 90 days of their photo. [14] The study came out on Monday in Lancet Digital Health, a medical journal. [14] The model learned mostly from white patients in the Boston area. [14] It is not yet ready for use in clinics. [14]

    64 of 122

    died within 90 days

    The 122 patients the computer rated highest risk. The filled dots are the 64 who died within 90 days of the photo.

    Why it matters — A bioethics professor at New York University warns that insurers or employers could use a tool like this to judge people. [14] A wrong score could also mean a sick person is not offered care. [14]

  11. 12

    A hair-loss pill passes a second final trial

    Veradermics, a US biotech, said on Monday its pill for male-pattern baldness passed a second final-stage trial. [10] The pill is a slow-release form of minoxidil, a cheap hair-growth drug that is widely sold as a copy. [10] In the first trial it regrew more hair than a dummy pill over six months. [10] An analyst at Cantor Fitzgerald, an investment bank, called the new results consistent and slightly better. [10]

    Why it matters — Some investors doubt people will pay for it when cheap minoxidil already exists. [10] The same analyst argues that a version approved by the FDA could still sell fast. [10]

  12. 13

    Nouscom raises $135 million for a cancer-prevention vaccine

    Nouscom, a Swiss start-up, raised $135 million from investors to keep testing NOUS-209, a vaccine that teaches the immune system to find and kill abnormal cells. [10] It is aimed at people with Lynch syndrome, an inherited condition that raises the risk of cancer. [10] The vaccine is in an early trial. [10] Data at this week's ESMO meeting suggest it might help prevent some tumours. [10] M Ventures and Revelation Partners led the round. [10]

    Why it matters — Lynch syndrome comes from faulty genes for repairing DNA, the same fault that marks the rectal tumours Jemperli now treats. A vaccine would aim to act before any cancer has formed.

  13. 14

    Ultragenyx sells a second FDA fast pass

    Ultragenyx, a US rare-disease drugmaker, said last Wednesday it sold a priority review voucher for $203 million. [10] The voucher is an FDA fast pass, which its holder can use to get a quicker review. [10] Ultragenyx earned it when its gene therapy Fayuvi was approved. [10] Less than two weeks earlier it sold another voucher for $210 million. [10] The company has been weighing cuts since its drug for Angelman syndrome, a rare brain disorder, failed. [10]

    Why it matters — The two sales brought Ultragenyx $413 million without selling a medicine. [10] The buyer gets a quicker FDA decision on one of its own drugs, and the FDA's test for that drug stays the same.

  14. 15

    Enlivex lays off 60% of its staff

    Enlivex, an Israeli biotech, is laying off 60% of its staff and stopping its early laboratory research. [15] It began the year with 34 full-time employees. [15] Managers take a 20% pay cut and the chief executive 40%. [15] The money goes to one mid-stage trial of allocetra, a cell treatment for knee osteoarthritis, the wear-and-tear arthritis of the knee. [15] Results are due in mid-2027. [15]

    Why it matters — Enlivex also keeps part of its money in prediction markets, websites where people bet on future events, which is unusual for a drug company. [15] Its future now rests on one trial in one disease.

  15. 16

    UK Biobank to map the immune systems of 80,000 people

    UK Biobank, a British study holding health records and blood from half a million volunteers, will add detailed immune data. [16] IMU Biosciences, a London company, will profile blood from an initial 80,000 volunteers. [16] It aims to read more than 100 million immune data points from each sample. [16] Machines from Waters Corporation and Ultima Genomics, two instrument makers, will do the measuring. [16] The work starts this year. [16]

    Why it matters — UK Biobank's chief scientist says it will show which immune changes come before cancer, diabetes and dementia. [16] The data will be open to approved researchers. [16]

  16. 17

    PacBio and Verily join DNA readings to medical records

    PacBio, which makes machines that read long stretches of DNA, signed a deal lasting several years with Verily Health, a health-data company. [17] Verily will combine PacBio's DNA readings with patients' medical records on its computer platform. [17] Long readings can catch large changes in DNA that shorter readings miss. [17] The data will be used for research and to train AI programs. [17] The deal was announced at ASHG, the yearly meeting of the American Society of Human Genetics. [17]

    Why it matters — Neither company gave the price, the customers or a timetable. [17] Verily names rare disease, cancer and brain disease as the areas it hopes to help. [17]

  17. 18

    Stress restarts arthritis in mice

    Scientists at Chiba University in Japan found how stress can restart joint inflammation in mice whose arthritis had calmed down. [18] Stress switched on brown fat, a kind of fat that makes heat. [18] The fat released IL-6, an inflammation signal. [18] IL-6 made cells in the joint lining call in white blood cells, and the joint swelled again. [18] Blocking one receptor for stress hormones reduced the flare. [18] The study is in the journal Science Advances. [18]

    Why it matters — People with rheumatoid arthritis often report that stress makes it flare. [18] This was shown in mice, and most results in mice do not carry over to people.

  18. 19

    A virus built to wake only inside tumours

    Researchers reported a virus that stays switched off until it reaches a tumour. [19] They fitted a cap onto VSV, a virus that infects livestock, so it cannot enter cells. [19] Enzymes common around tumours cut the cap off, and only then can the virus infect cancer cells. [19] Injected into the blood of mice, a version carrying an immune booster wiped out tumours without harming the rest of the body. [19] The paper is in Signal Transduction and Targeted Therapy, a Nature journal. [19]

    Why it matters — Viruses that kill cancer are already approved, but each must be injected straight into a tumour. [19] One that travels in the blood could reach tumours that have spread, though so far that has only been shown in mice.

  19. 20

    A caffeine-flushing supplement has never been tested in people

    Scientific American looked at rutaecarpine, a plant extract sold online as a way to drink coffee late and still sleep. [20] It comes from a fruit used in traditional Chinese medicine. [20] In rats, it raises CYP1A2, a liver enzyme that breaks down caffeine. [20] It has never been through a human trial. [20] A 2024 study in mice and human cells suggests it could be dangerous taken with paracetamol, also called acetaminophen. [20]

    Why it matters — The same liver enzyme turns paracetamol into a substance that can damage the liver. [20] Sold as a supplement, it needs no FDA test for safety or effect in the US. [20]

02 Lesson why it matters

Why a fast pass from the drug regulator buys speed, not a yes

A fast pass moves a drug to the front of the regulator's queue, but reviewers still ask whether it works, so it can still be turned down.

The twist

A fast pass changes how soon the regulator answers, not what it asks, so a drug can hold one and still be refused.

The picture

Both drugs held the same kind of FDA fast pass. Jemperli was approved four months early this week. Bitopertin was refused in February and needed a final trial.

How it works

  1. A drug company asks the FDA to approve a medicine
  2. Normally its file waits in a long queue of reviews
  3. A fast pass moves the file to the front, so the answer comes sooner
  4. The reviewers still check whether the trials show patients are helped
  5. Strong evidence means an early yes; weak evidence still means no

The same force, elsewhere today

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

  • Disc's sun-pain drug passes its final trial

    Bitopertin had the same fast pass, and the FDA still refused it in February because the trials had not shown patients could bear more sunlight; Monday's trial measured exactly that.

  • Ultragenyx sells a second FDA fast pass

    A buyer paid $203 million for a quicker FDA answer on one of its own drugs, and the pass only pays off if that drug's evidence is good enough for a yes.

Where you've seen this

Airport fast-track lanes

you skip the queue, but you walk through the same scanner as everyone else

Hospital emergency rooms

the sickest patient is seen first, but the doctor runs the same checks

Express post

the letter arrives sooner, but a wrong address still sends it back

The catch

A fast answer on early results can need correcting later. Jemperli's approval rests on interim results, and GSK must keep following patients to show the benefit lasts.

And the whole of it

Patients waiting for a rectal cancer drug, FDA reviewers and investors trading Disc's shares each see their own part of this. Someone waiting for a medicine sees only the day it arrives, not the trial results that decided it.

03 Truth what's really going on

What is really going on

The FDA approved GSK's Jemperli four months early on Monday, under a fast-pass scheme it created for national priorities. [1][2] In February the same kind of fast pass did not stop the FDA refusing Disc's drug, and Disc had to pass a final trial, which it did on Monday, before it could apply again. [4][5]

Why it works on us — The FDA's announcement leads with speed and credits the Trump administration, while the result patients care about came from trials run over several years by GSK and doctors at Memorial Sloan Kettering. [1][2]

Who gains

  • GSK — Jemperli can now be sold for a new group of rectal cancer patients, approved four months before the FDA's deadline. [2]
  • Silence Therapeutics' shareholders — Merck KGaA pays $20 a share in cash, 130% above where the shares closed on Friday. [7]
  • Hansoh — Roche pays $400 million up front and $110 million a year later, before any of the drugs has reached a patient. [9]
  • Disc Medicine's shareholders — The shares rose more than 35% after the final trial passed. [4]
  • Ultragenyx — It raised $203 million by selling an FDA fast pass it earned with an earlier approval. [10]

Who pays

  • Takeda and Protagonist — Their blood cancer drug Mimrylo, approved in August, now faces a rival owned by a much larger company, given every three months instead of every week. [7][8]
  • Enlivex's staff — 60% lose their jobs, managers take a 20% pay cut and the chief executive 40%. [15]
  • Patients given Jemperli — 20% had a serious side effect, and drugs like it can make the immune system attack healthy organs. [1][3]
  • Patients in Canada, Israel, Switzerland and the UK — Their regulators are still reviewing the same application, so the drug is not yet approved for this use there. [2]
  • People buying rutaecarpine — It is sold without any human trial, and a 2024 study warns it may be dangerous with paracetamol. [20]

What nobody knows yet

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

  • 01

    How long Jemperli keeps the cancer away.

    The approval rests on interim results, the long-term chance of the cancer returning is unknown, and GSK must keep following patients. [1][3]

  • 02

    How many rectal cancers qualify.

    The FDA puts it at about 3% of locally advanced rectal cancers, while GSK says 5-10% of all rectal cancers. They count different groups, and neither says how many patients that is. [1][3]

  • 03

    Which success rate will hold.

    Independent reviewers count 47% of 116 patients free of visible cancer for a year, while the trial's own doctors count 68% of 144. Another 38 patients had not yet reached a full year when the data were cut. [2][3]

  • 04

    Whether the FDA will approve Disc's bitopertin this time.

    Disc plans to apply again by the end of the year and expects an answer by mid-2027; analysts think the new trial answers the FDA's doubts, but the FDA has not said. [4][5]

  • 05

    What Roche's $15 billion deal is for.

    Neither company has named the drugs' targets or the diseases, and most of the money is paid only if drugs pass tests and sell. [9][10]

  • 06

    Whether Gilead's pill works as well as Entyvio.

    The two have never been tested against each other, and most patients in Gilead's trial had not failed an earlier advanced treatment. [11]

  • 07

    How much longer AstraZeneca's stomach cancer patients lived.

    AstraZeneca has said only that survival improved; the numbers come at ESMO from 23 October. [22]

  • 08

    How the NIH's new women's health division will be paid for.

    Details of the division were not disclosed, beyond that it will sit beside the NIH's existing office for women's health research. [13]

  • 09

    Why the face-reading computer looks where it does.

    To judge the risk of death it focused on the bridge of the nose and the areas below the eyes, and it is not clear why those areas matter. [14]

04 Hope carry this

People in the US with one genetic kind of rectal cancer can now be treated with a drug alone. In the main trial, 71% of 154 patients needed no surgery, chemotherapy or radiation, and their cancer had not grown after about two years.

Also true today

  • In Disc Medicine's final trial, people with EPP, a rare disease that makes sunlight painful, spent 12.2 more hours a month in light without pain than those on a dummy pill.
  • In a trial of 106 people whose lung cancer had grown after first treatment, 47% of those given the vaccine Tedopi with chemotherapy were alive a year later, against 29% on chemotherapy alone.
  • Gilead's daily pill put 31% of people with ulcerative colitis into remission after 12 weeks, against 8% on a dummy pill.

Across the beats