Tuesday, 15 September 2026
Tuesday, 15 September 2026
- In brief
- 1The US regulator approved the first drug for spinal muscular atrophy that works on the muscle itself
- 2A lung cancer drug outlives Keytruda
- 3AstraZeneca's new breast pill fails a wider test
- 4US health department pushes AI that prescribes
- 5A blood test chose who got harder chemotherapy
- 6Roche's lung cancer drug lands mid-pack
- 7Stool transplants calmed immunotherapy's gut damage
- 8Cellectis gives up on donor cell therapy
- 9A nose-spray bird flu vaccine protected mice
- 10Servier licenses an AI to guide cancer work
15 Sept · Biotech · In brief
Biotech · Tuesday, 15 September 2026
Biotech, in brief
10 stories · 15 sources
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What is moving · 1 of 4
Side effects deciding treatment
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.
What is moving · 2 of 4
Cancer trials run in China
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.
What is moving · 3 of 4
New drugs added to old ones
Isembyld is approved only for patients already taking an older SMA drug.
What is moving · 4 of 4
Computers entering the clinic
The US health department is backing projects in which AI programs diagnose patients and prescribe treatment.
Part of the day's signals
2 pressures seen across the day run through Biotech too.
9 sources
Biotech, in brief
- 1FDA Approves First Therapy to Target Muscle Loss in Spinal Muscular Atrophy
- 7AstraZeneca's newly approved pill fails frontline breast cancer study
- 8Summit, Akeso look to shed PD-1/VEGF drug doubts with latest study results
- 9Roche, MediLink notch phase 3 lung cancer win but trail GSK on cross-trial survival
- 10Cellectis quits CAR-T and pivots to in vivo gene editing
- 11Circulating tumor DNA-guided de-escalation or escalation of adjuvant therapy in high-risk stage II and stage III colon cancer: the phase 2 PEGASUS trial
- 12First-line fecal microbiota transplantation for the management of immune checkpoint inhibitor-mediated diarrhea and colitis
- 14Owkin, Servier ink oncology R&D deal to guide discovery and trial design
- 15U.S. Health Officials Move Quickly to Deploy Medical A.I. Despite Concerns
The US regulator approved the first drug for spinal muscular atrophy that works on the muscle itself
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The FDA, the US drug regulator, approved Isembyld on Friday 11 September to treat spinal muscular atrophy, or SMA.
after a year, and every child was already taking an older SMA drug
number 38, a week earlier, was AstraZeneca's breast cancer pill Etcamah
Who is involved
Scholar Rock
a US biotech company; Isembyld is the first drug it has had approved
Who is involved
The FDA
the US drug regulator; it rejected Isembyld a year ago over a factory, then approved it on Friday
Why it matters
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's really going on
Scholar Rock's Isembyld does not fix the gene fault behind spinal muscular atrophy.
What's really going on
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
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.
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.
Who pays
Patients on Isembyld
They carry the higher risk of broken bones written on the label.
Nobody knows yet
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.
Nobody knows yet
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.
Nobody knows yet
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.
Good news
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.
The short version
That's the story in short.
The whole story has 14 more parts.
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The whole story, in 14 parts ↓
Part 1 of 14 · Who else is involved
Biogen, Novartis and Roche
makers of Spinraza, Zolgensma and Evrysdi, the three older SMA drugs; Isembyld is given alongside them
Part 1 of 14 · Who else is involved
Cure SMA
a US patient group; its president Kenneth Hobby called better movement an urgent unmet need
Part 2 of 14 · How it unfolded
Before 2016
no treatment could change the course of SMA
Late 2024
trial results lift Scholar Rock's shares from about $10
Part 2 of 14 · How it unfolded
Late 2024
trial results lift Scholar Rock's shares from about $10
September 2025
the FDA rejects Isembyld over problems at a filling plant
Part 3 of 14
SMA is an inherited disease.
Part 3 of 14
A faulty gene means the body cannot make enough of a protein that keeps alive the nerve cells controlling movement.
Part 4 of 14
About 1 in 10,000 babies is born with it.
Part 4 of 14
Babies who go untreated usually die by the age of two.
Part 5 of 14
Since 2016 the regulator has approved three drugs, from Biogen, Novartis and Roche, that help the body make more of that protein.
Part 5 of 14
They can keep babies alive and breathing without a machine.
Part 6 of 14
Those drugs have mixed effects on movement, which eventually declines.
Part 7 of 14
Isembyld works on the muscle.
Part 7 of 14
It blocks myostatin, a protein the body uses to limit how much muscle grows.
Part 8 of 14
Scholar Rock's chief executive, David Hallal, said drugmakers had tried and failed for decades to make a medicine out of blocking myostatin.
Part 9 of 14
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.
Part 10 of 14
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.
Part 11 of 14
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.
Part 12 of 14
The label warns of a higher risk of broken bones, including serious ones.
Part 12 of 14
An analyst called that warning unexpected, because fractures had not been disclosed before.
Part 13 of 14
The list price is about $310,000 a year for a typical patient, Scholar Rock's executives said on a call on Monday.
Part 14 of 14
The approval came a year late.
Part 14 of 14
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.
6 sources
The US regulator approved the first drug for spinal muscular atrophy that works on the muscle itself
- 1FDA Approves First Therapy to Target Muscle Loss in Spinal Muscular Atrophy
- 2Scholar Rock gets first FDA nod for rare muscle-wasting disease
- 3Scholar Rock therapy to treat SMA wins approval by FDA
- 4Scholar Rock SMA drug approved by FDA
- 5Novel Drug Approvals for 2026
- 6Pharmalittle: We're reading about another AstraZeneca trial failure, a Novo name change, and more
The full story
The US regulator approved the first drug for spinal muscular atrophy that works on the muscle itself
The FDA, the US drug regulator, approved Isembyld on Friday 11 September to treat spinal muscular atrophy, or SMA.
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.
About 1 in 10,000 babies is born with it.
Since 2016 the regulator has approved three drugs, from Biogen, Novartis and Roche, that help the body make more of that protein.
Those drugs have mixed effects on movement, which eventually declines.
Isembyld works on the muscle. It blocks myostatin, a protein the body uses to limit how much muscle grows.
Scholar Rock's chief executive, David Hallal, said drugmakers had tried and failed for decades to make a medicine out of blocking myostatin.
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.
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.
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.
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.
The list price is about $310,000 a year for a typical patient, Scholar Rock's executives said on a call on Monday.
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.
Why it matters. 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.
A lung cancer drug outlives Keytruda
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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.
Keytruda is the immunotherapy that much of lung cancer care is built around.
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.
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.
Why it matters
One analyst noted that Merck's Sac-TMT cut the risk of death by 45% in a similar group, against 27% for ivonescimab.
Who gains
Akeso and Summit Therapeutics
The survival figures answer part of the doubt analysts had raised about their drug, which is already approved in China.
Nobody knows yet
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.
Good news
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.
1 source
A lung cancer drug outlives Keytruda
The full story
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.
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.
AstraZeneca's new breast pill fails a wider test
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AstraZeneca said on Friday that its pill Etcamah, also called camizestrant, failed a major trial called SERENA-4.
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.
The US regulator had approved it earlier this month for patients whose tumours develop ESR1 mutations, which help cancer resist treatment.
Why it matters
The result could limit how widely the pill is used.
Who pays
AstraZeneca
A failed first-treatment trial could limit a pill its executives had hoped might one day earn $5 billion a year.
Nobody knows yet
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.
Part of a signal
Treatments falling short in careful tests
Seen in 2 of the 12 beats
Also seen in Mind & body.
The whole signal →2 sources
AstraZeneca's new breast pill fails a wider test
The full story
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.
Why it matters. The result could limit how widely the pill is used.
US health department pushes AI that prescribes
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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.
Some officials in the department worry the change is moving too fast, with too little evidence that it is safe and works.
Vinod Khosla, a billionaire investor whose son runs a health AI company, has been influential with top officials, people close to the matter said.
Those officials include Mehmet Oz, who runs Medicare and Medicaid, the US government's health insurance for older and poorer people.
Why it matters
Prescribing is the step where software stops helping a doctor with paperwork and starts choosing a patient's treatment.
Why it matters
Khosla told a start-up event in July that AI would replace human doctors.
Who gains
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.
Nobody knows yet
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.
Part of a signal
Worries that AI is going too fast
Seen in 4 of the 12 beats
Also seen in Cyber, Finance and Tech.
The whole signal →1 source
US health department pushes AI that prescribes
The full story
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.
Why it matters. Prescribing is the step where software stops helping a doctor with paperwork and starts choosing a patient's treatment.
A blood test chose who got harder chemotherapy
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After colon cancer surgery, 135 patients at 11 hospitals in Italy and Spain had their blood tested for DNA shed by leftover tumour.
Patients with no tumour DNA got a single chemotherapy drug instead of the usual combination.
The 26% who had it got a stronger combination, stepped up again if the DNA stayed.
Three years on, 83% of those without tumour DNA were free of cancer, against 58% of those with it.
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.
Why it matters
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.
How it works
Why side effects can decide which treatment a patient gets
How it works
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.
How it works · step 1 of 5
Several treatments for one illness reach the clinic
How it works · step 2 of 5
How much they help lands close together
How it works · step 3 of 5
Their side effects differ a lot
How it works · step 4 of 5
A patient who is hurt too much has to stop
How it works · step 5 of 5
So the gentler treatment gets chosen, and is taken for longer
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.
Seen the same day
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.
Seen the same day
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.
Seen the same day
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.
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.
The whole
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.
The whole
Each of the three is deciding from a different piece of paper.
Who pays
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.
Nobody knows yet
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.
1 source
A blood test chose who got harder chemotherapy
The full story
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.
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.
Roche's lung cancer drug lands mid-pack
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MediLink, which licensed the drug to Roche for sale outside China, reported a final-stage trial of tam-peli in small cell lung cancer.
Tam-peli is an antibody that carries a cancer-killing drug to cells showing a protein called B7-H3.
In the trial, run in China, patients lived a median 13.3 months, against 9.4 months on the chemotherapy drug topotecan.
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.
Why it matters
Comparing separate trials run in different places can be unreliable, so the three companies are also competing on side effects.
How it works
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.
The idea, in story 5: Why side effects can decide which treatment a patient gets →Who gains
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.
Nobody knows yet
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.
1 source
Roche's lung cancer drug lands mid-pack
The full story
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.
Why it matters. Comparing separate trials run in different places can be unreliable, so the three companies are also competing on side effects.
Stool transplants calmed immunotherapy's gut damage
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Checkpoint inhibitors are cancer drugs that free the immune system to attack tumours. They commonly cause diarrhoea and colitis, an inflamed bowel.
At MD Anderson Cancer Center in Texas, 13 patients got a transplant of donor stool as the first treatment for it.
Ten improved, and among them the typical wait was a day and a half.
All 13 had stopped their cancer drug because of the gut damage, and some were able to restart it.
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.
Why it matters
They want trials against steroids, the usual treatment, which dampen the immune system.
How it works
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.
The idea, in story 5: Why side effects can decide which treatment a patient gets →What's really going on
Three of the day's cancer reports turned on harm: lung inflammation for Roche's drug, nerve damage in an Italian and Spanish colon cancer trial, and gut damage that forced 13 Texas patients off immunotherapy.
Who pays
Cancer patients whose immunotherapy damaged their gut
All 13 in the Texas study had to stop their cancer drug because of it.
Nobody knows yet
Whether stool transplants beat steroids for immunotherapy gut damage.
The Texas study treated 13 patients with no comparison group.
Good news
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.
3 sources
Stool transplants calmed immunotherapy's gut damage
- 9Roche, MediLink notch phase 3 lung cancer win but trail GSK on cross-trial survival
- 11Circulating tumor DNA-guided de-escalation or escalation of adjuvant therapy in high-risk stage II and stage III colon cancer: the phase 2 PEGASUS trial
- 12First-line fecal microbiota transplantation for the management of immune checkpoint inhibitor-mediated diarrhea and colitis
The full story
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.
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.
Cellectis gives up on donor cell therapy
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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.
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.
New medicines have changed how blood cancers are treated, leaving fewer patients for each therapy and slowing its trials.
It will now work on two heart-disease gene-editing treatments not yet tested in people.
Why it matters
Both heart treatments aim at targets, APOC3 and PCSK9, where approved medicines already exist.
1 source
Cellectis gives up on donor cell therapy
The full story
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.
Why it matters. Both heart treatments aim at targets, APOC3 and PCSK9, where approved medicines already exist.
A nose-spray bird flu vaccine protected mice
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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.
They changed the carrier's genes to make it safer and then gave mice two doses into the nose.
Every vaccinated mouse survived a dose of H5N1 that would otherwise have killed it.
The study was published on 9 September.
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.
Why it matters
This is a mouse result, and most things that protect mice never reach people.
1 source
A nose-spray bird flu vaccine protected mice
The full story
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.
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.
Servier licenses an AI to guide cancer work
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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.
The deal also opens Owkin's MOSAIC collection to Servier's scientists.
The two companies first worked together in 2023, and Servier signed an $888 million cancer research deal with Insilico Medicine in January.
Why it matters
Servier says the value is having patient data and the analysis in one place.
Who gains
Owkin
Servier is paying for access to its AI system and its archive of mapped tumour samples.
1 source
Servier licenses an AI to guide cancer work
The full story
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.
Why it matters. Servier says the value is having patient data and the analysis in one place.
That's the whole Biotech day.
10 stories, 15 sources.