Day Lila
Day Lila

Thursday, 24 September 2026

24 Sept · Biotech · In brief

Biotech · Thursday, 24 September 2026

Biotech, in brief

16 stories · 25 sources

Swipe up for the day in brief ↑Scroll down for the day in brief ↓

What is moving · 1 of 4

Money for AI drug hunters

High ↑

Enveda, which uses AI to find drug-like molecules in plants, raised $311 million. [16] Basecamp Research raised $140 million to train AI that designs DNA. [18] The German drugmaker Boehringer added more than $250 million to a deal with Variant Bio, which uses AI on genetic data. [20]

What is moving · 2 of 4

A push to approve faster

Building ↑

Heidi Overton, nominated to run the FDA, says President Trump told her to go fast. [8] The FDA has lost more than 3,000 staff in the past year. [9] Hundreds of studies that companies promised after approval are listed as late. [25]

What is moving · 3 of 4

China's drug industry growing

Building ↑

China's government wants a quarter of the world's new kinds of drugs to come from China by 2030. [13] A GSK executive said its deals with Chinese drug companies are paying off. [14] Overton says drug investment is moving to China because US rules are slow. [8]

What is moving · 4 of 4

Trials missing their main goal

Steady →

Longeveron's stem-cell treatment did not help babies' hearts in a trial of 40 infants. [10] Immunovant's antibody did no better than a dummy drug in 57 adults with skin lupus. [12]

FDA advisers all called Grail's cancer blood test safe. Only six of ten said it works.

Swipe up for the story ↑Scroll down for the story ↓

On 23 September, ten outside experts who advise the FDA, the US drug regulator, voted on Galleri, a blood test made by the US company Grail. [1][2]

Who is involved

Who is involved

Why it matters

The FDA decides in the coming months; watch whether it follows the panel, and whether it limits the test to people at higher risk of cancer, as one researcher suggested. [1][4]

What's really going on

Grail has sold Galleri in the US since 2021 without FDA approval, and 117,000 people took it in the first half of this year, most of them paying the $949 price themselves. [3]

What's really going on

The panel's vote matters most for who pays: a law Grail lobbied for lets Medicare cover the test from 2028, but only if the FDA approves it. [3]

Why it works on people

Grail's own announcement leads with the panel voting in favour of approval, and one yes is easier to remember than three different counts. [7]

Who gains

An FDA approval would let Medicare pay for its test from 2028, under a law it lobbied for, and would bring routine insurance coverage. [3][6]

Who pays

In the US study, 47.8% of those checked after a positive result who turned out not to have cancer had an invasive procedure. [5]

Who pays

Most pay the $949 list price themselves. [3]

Nobody knows yet

Whether finding cancer with Galleri means fewer people die of it.

No randomised trial has shown that Galleri or any test like it reduces cancer deaths. [3] The UK trial did not cut the number of cancers found late. [3][6]

Nobody knows yet

How often a positive Galleri result really means cancer.

The FDA's summary of the US study puts it at 77% of positive results. [5] A Nature Medicine paper on more than 35,000 people found about 60% of 287 positives were later diagnosed with cancer. [4] The two count different groups over different follow-up, and we could not reconcile them.

Nobody knows yet

What the FDA will decide, and for whom.

The agency is not bound by the vote, and its decision is due only in the coming months. [1] One researcher said the test may suit people at high risk better than everyone over 50. [4]

Good news

In a study of more than 35,000 people, when Grail's blood test found cancer, it named the right part of the body about nine times in ten.

The short version

That's the story in short.

The whole story has 13 more parts.

or swipe up for the next storyor scroll on for the next story ↓

The whole story, in 13 parts ↓

Part 1 of 13 · Who else is involved

Part 1 of 13 · Who else is involved

Part 2 of 13 · How it unfolded

Part 2 of 13 · How it unfolded

Part 3 of 13

Galleri looks for signs of many kinds of cancer in one blood draw, in adults aged 50 and over. [1]

Part 3 of 13

No test that looks for many cancers at once is approved in the US. [1][4]

Part 4 of 13

The panel voted three times. [2]

Part 4 of 13

All ten said the test is safe. [1]

Part 4 of 13

Six of ten said it works, and seven said its benefits outweigh its risks, with one abstaining. [1][2]

Part 5 of 13

The FDA does not have to follow the panel, but it weighs its votes heavily. [1]

Part 5 of 13

A final decision is expected in the coming months. [1]

Part 6 of 13

Galleri has been sold in the US since 2021 through a regulatory exception, without FDA approval. [3]

Part 6 of 13

About 117,000 people took it in the first half of this year, outside research studies. [3]

Part 7 of 13

Most buyers pay the $949 list price themselves. [3]

Part 7 of 13

Grail lobbied for a law that lets Medicare, the US government's health insurance for older people, pay for the test from 2028, if the FDA approves it. [3]

Part 8 of 13

In Grail's US study, the test flagged 35% of the cancers found within a year. [1]

Part 8 of 13

It raised a false alarm in about 15 of every 10,000 people without cancer. [5]

Part 9 of 13

The test caught late cancers far more often than early ones. [5]

Part 9 of 13

In the US study it flagged 21% of stage 1 cancers, the earliest, and 63% of stage 4, the most spread. [5]

Part 10 of 13

A paper in Nature Medicine on 22 September covered more than 35,000 people. [4]

Part 10 of 13

The test found a cancer signal in 287 of them, and about 60% of those were later diagnosed with cancer. [4]

Part 11 of 13

When the test did find cancer, it named the right part of the body about 91% of the time. [4]

Part 12 of 13

In the US study, 159 of 218 people who were checked after a positive result had at least one invasive procedure. [5]

Part 12 of 13

Among those who turned out not to have cancer, 47.8% had one. [5]

Part 13 of 13

In February, a big trial in the UK found the test did not cut the number of cancers diagnosed at stage 3 or 4. [3][6]

Part 13 of 13

No trial has shown that tests like it reduce cancer deaths. [3]

The FDA nominee was told to go fast

Swipe up for the story ↑Scroll down for the story ↓

Heidi Overton, President Trump's pick to run the FDA, goes before the US Senate health committee on 24 September. [9]

In an opening statement STAT saw in advance, she says Trump told her to go fast. [8] She says slow FDA rules are pushing drug investment to China. [8]

She backs Operation Trailblazer, an FDA effort started this year to speed up clinical trials. [8] The agency has lost more than 3,000 staff in the past year. [9]

Why it matters

If the US Senate confirms her, her view of speed will shape decisions like the one on Grail's test.

Why it matters

The last FDA head, Marty Makary, resigned in May after clashes with officials in the Trump administration. [9]

Stem cells fail to help babies' hearts

Swipe up for the story ↑Scroll down for the story ↓

Longeveron's stem-cell treatment, laromestrocel, did not help babies born with hypoplastic left heart syndrome, where the left side of the heart is too small to work. [10]

In a mid-stage trial, 40 infants got the cells during their second heart operation. [10]

After 12 months, the right side of their hearts pumped no better than in babies who had surgery alone. [10] No side effects were judged to come from the cells. [10]

Why it matters

Longeveron's shares fell 60%, and it had $10.1 million in cash at the end of June. [10]

Why it matters

It is cutting costs and has hired an investment bank to review all its options. [10]

How it works

Safe, working and worth it are three separate questions

How it works

Advisers to the FDA voted separately on whether Grail's cancer blood test is safe, whether it works and whether it is worth using, and gave three different answers.

How it works · step 1 of 5

A regulator splits one big decision into separate questions

How it works · step 2 of 5

Is it safe: does it hurt the people who use it?

How it works · step 3 of 5

Does it work: does it do what it claims?

How it works · step 4 of 5

Is it worth it: do the gains beat the harms and the other choices?

How it works · step 5 of 5

Each question gets its own vote, and a yes on one does not carry to the next

The twist

Passing one of the three questions tells you nothing about the other two. Galleri got ten yes votes on safety, but only six on whether it works.

The picture

Yes votes out of ten FDA advisers on each of the three questions about Galleri. One adviser abstained on the last question.

Seen the same day

Stem cells fail to help babies' hearts

No side effects were blamed on Longeveron's cells, so the safety question looked fine. The works question failed, because the babies' hearts pumped no better.

Seen the same day

A skin lupus antibody is dropped

Immunovant's drug was safe and did not work in skin lupus. The company also weighed worth: rival drugs are further ahead, so it stopped.

Seen the same day

Roche kidney injection passes a big trial

Sefaxersen met its main goal and showed no new safety problems.

Seen the same day

Whether it is worth using will be judged against Fabhalta, a pill for the same disease that is already approved.

The catch

Splitting the decision makes each vote clearer, but someone still has to add the three answers up, and the FDA can decide differently from its advisers.

The whole

The advisers voted for everyone aged 50 and over at once.

The whole

A person offered the test has to weigh the same questions for themselves: a $949 price and a possible false alarm, against a cancer it might find early.

Who pays

The shares fell 60% after the trial failed. [10]

Nobody knows yet

Whether Longeveron can keep going.

It had $10.1 million in cash at the end of June and has hired a bank to review all its options. [10]

Roche kidney injection passes a big trial

Swipe up for the story ↑Scroll down for the story ↓

Roche's monthly injection sefaxersen met its main goal in a late-stage trial in IgA nephropathy, a disease in which the immune system damages the kidneys' filters. [11]

After 37 weeks, patients on it leaked less protein into their urine than patients on a dummy injection. [11] Protein in the urine is a sign of kidney damage. [11]

The trial stays blinded until week 105 to measure kidney function itself. [11]

Why it matters

It would compete with Novartis's Fabhalta, a twice-daily pill that blocks the same protein, factor B, and is already fully approved. [11] Roche hopes the early result earns a faster approval. [11]

How it works

Roche kidney injection passes a big trial

Sefaxersen met its main goal and showed no new safety problems. Whether it is worth using will be judged against Fabhalta, a pill for the same disease that is already approved.

The idea, in story 3: Safe, working and worth it are three separate questions →

Nobody knows yet

Whether sefaxersen protects the kidneys, not only the urine test.

Roche's trial stays blinded until week 105 to measure kidney function itself. [11]

Good news

A monthly injection from Roche cut the protein leaking into the urine of people with IgA nephropathy, a kidney disease, in a late-stage trial, with no new safety problems.

A skin lupus antibody is dropped

Swipe up for the story ↑Scroll down for the story ↓

Immunovant stopped testing its antibody IMVT-1402 in cutaneous lupus, a form of lupus that inflames the skin. [12]

In 57 adults, skin scores after 12 weeks were no better than on a dummy drug. [12]

The drug blocks FcRn, a protein that keeps the body's own antibodies in the blood for longer. [12]

The company said it stopped because of the result and because rival drugs are further ahead. [12]

Why it matters

Immunovant is still testing the same drug in five other diseases, including Graves' disease and myasthenia gravis. [12] It caused no safety worries in this trial. [12]

How it works

A skin lupus antibody is dropped

Immunovant's drug was safe and did not work in skin lupus. The company also weighed worth: rival drugs are further ahead, so it stopped.

The idea, in story 3: Safe, working and worth it are three separate questions →

Who pays

One drug that was being tested for them has been dropped. [12]

China aims for a quarter of new drug types

Swipe up for the story ↑Scroll down for the story ↓

China's government wants a quarter of the world's first-in-class drugs, meaning drugs that work in a way no earlier drug does, to come from China by 2030. [13]

  • China's target share25 · 25%
  • Rest of the world75 · 75%
China's goal for 2030: a quarter of the world's first-in-class drugs.

The goal is in a five-year plan published on 18 September by China's drug regulator and eight other agencies. [13]

It also wants 50 Chinese drugmakers each selling at least $1.5 billion a year. [13]

A GSK executive said at a panel that its deals with Chinese companies such as Hansoh are paying off. [14]

Why it matters

Chinese companies are now a major source of new drugs for US and European drugmakers. [13][14] The US Treasury is drafting rules that would probably keep most of those deals legal. [13]

Who gains

Their government's five-year plan backs new kinds of drugs, and GSK says its Chinese deals are paying off. [13][14]

Nobody knows yet

Whether US rules will keep most drug deals with Chinese companies legal.

The Treasury's draft rules are not final and could change. [13]

A plan to control NIH grants stalls

Swipe up for the story ↑Scroll down for the story ↓

A planned Trump administration order that would let political appointees veto grants from the NIH, the US government's medical research agency, is looking dead. [15]

That is according to Senator Susan Collins and a person familiar with the decision. [15]

Collins, a Republican who leads the US Senate's spending committee, wrote on Tuesday urging officials not to go ahead. [15] Democrats, including Senator Patty Murray, also objected. [15]

Why it matters

The panel would have included Russell Vought, President Trump's budget director, who had accused the NIH of funding work that does not match the Trump administration's goals. [15]

Why it matters

Collins wrote that grants should be decided on scientific merit, not political ideology. [15]

Who gains

A plan to give political appointees a veto over their grants looks dead after senators objected. [15]

Nobody knows yet

Whether the plan to control NIH grants is dead or only paused.

The word 'dead' comes from Senator Collins and one unnamed person, and the Trump administration did not comment. [15]

Good news

A Trump administration plan to give political appointees a veto over NIH research grants looks dead, after senators from both parties objected.

An AI drug finder raises $311 million

Swipe up for the story ↑Scroll down for the story ↓

Money Enveda raised in each of its last three rounds, in millions of dollars.

Enveda, a Colorado company that uses AI to find drug-like molecules in plants and microbes, raised $311 million from investors. [16] It has three drugs in human testing. [16]

One, ENV-294, is an eczema pill that shrank the area and severity of the rash by 68% on average after 28 days, in a small early trial. [17]

Another, ENV-308, copies a hormone the body releases after exercise. [16] It is being tested for keeping weight off after people stop weight-loss drugs. [16][17]

Why it matters

The round is as big as some of this year's largest biotech share sales on the stock market. [16] Its drug results so far come from small early trials. [17]

Basecamp raises $140 million for AI-designed DNA

Swipe up for the story ↑Scroll down for the story ↓

Basecamp Research raised $140 million to train its EDEN AI models, which design pieces of DNA. [18]

It wants to use them to make cell therapies that are simpler and cheaper to produce than today's. [18]

In a study not yet checked by other scientists, half of the DNA-inserting enzymes EDEN designed worked in human cells. [18]

Investors include Nvidia's venture arm and Anthropic, the company that makes the Claude AI models. [18]

Why it matters

It is one of two AI drug-discovery rounds announced on 23 September, alongside Enveda's. [16][18] Basecamp's results so far are all in the lab, not in patients. [18]

Who gains

Enveda raised $311 million and Basecamp Research $140 million on the same day. [16][18]

US military money for Flagship biotechs

Swipe up for the story ↑Scroll down for the story ↓

The US Department of War, the country's defence department, gave Flagship Pioneering a $47 million contract over five years. [19] Flagship starts new biotech companies. [19]

The money is for medical countermeasures: vaccines, drugs and tests for use after a biological or chemical attack, or a new natural outbreak. [19]

The first programmes are at Apriori Bio, which uses AI to predict how viruses change, and Prologue Medicines, which designs proteins. [19]

Why it matters

The contract adds military money to AI biology. [19]

Why it matters

It comes in the same week that US civilian research money at the NIH was the subject of a fight over who decides grants. [15]

Who gains

It gets $47 million over five years from the US Department of War for two of its companies. [19]

Boehringer widens a genetics deal

Swipe up for the story ↑Scroll down for the story ↓

Boehringer Ingelheim, a German drugmaker, expanded its deal with Variant Bio, a Seattle company, adding more than $250 million in possible payments. [20]

Variant uses AI on genetic data from people in many parts of the world to find new drug targets. [20]

The deal began in January, worth $120 million, for kidney disease, and now covers heart disease too. [20]

It came a day after Boehringer signed a deal worth up to $1 billion with another AI company, Envisagenics. [20]

Why it matters

Boehringer already sells Jardiance, a drug for heart failure and kidney disease. [20] The companies did not say how much is paid now and how much depends on future results. [20]

A numbing drug that lasts weeks, in rats

Swipe up for the story ↑Scroll down for the story ↓

Researchers at Boston Children's Hospital made tiny fat bubbles, called liposomes, that release a drug very slowly. [21]

They filled them with tetrodotoxin, a nerve poison from pufferfish, and injected them near a nerve in rats' legs. [21] The leg stayed numb for two to three weeks. [21]

How long a rat's leg stayed numb with each version. Both were tested in rats.

A numbing drug sold today lasted four to eight hours. [21] No harm was seen at the injection site or elsewhere in the body. [21]

Why it matters

The team says it could one day replace opioids for pain after surgery. [21] Tetrodotoxin is not approved for patients, and the tests so far are only in rats. [21]

Good news

In rats, a new slow-release numbing drug kept a leg numb for two to three weeks, with no harm at the injection site. The version sold today lasted four to eight hours.

Cleaning and reusing drug-growing liquid

Swipe up for the story ↑Scroll down for the story ↓

Many antibody drugs are made by living cells grown in a nutrient liquid, and the liquid is costly. [22]

Researchers at MIT used an electric field to pull waste out of used liquid so it can be reused. [22] In tests they recovered 87.5% of it. [22]

Factories that recycle the liquid today usually reuse less than half, and reusing it without cleaning can slow the cells down. [22]

Why it matters

The method is still at pilot stage. [22] The researchers say it still has to be checked for any effect on the quality of the drug. [22]

A smarter controller for drug-making cells

Swipe up for the story ↑Scroll down for the story ↓

Researchers at Sartorius built a control system for tanks of hamster-ovary cells, the standard cells used to make antibody drugs. [23]

It adjusts three flows at once: fresh food in, old cells out and product out. [23] It raised production by 68% while keeping at least 95% of the cells alive. [23]

Much of the testing was done on digital copies of the process. [23]

Why it matters

It lets a factory switch between running steadily and squeezing out more product without stopping the run. [23]

Why it matters

It stayed stable even when the computer model did not match the real process well. [23]

Drugmakers turn back to brittle bones

Swipe up for the story ↑Scroll down for the story ↓

Drug companies and investors are returning to osteoporosis, the thinning of bones that makes them break easily in older adults. [24]

Lilly, Merck, Novartis and GSK each once had a drug for it. [24] Awkward rules for taking the drugs and safety worries held their use back. [24]

Many people who could be treated take none of today's drugs. [24] A long-awaited change in US regulation has renewed interest, and Lilly is hiring scientists for the work. [24]

Why it matters

Venture investors are now making bone health one of their priorities, a turn for a field most drug companies had left. [24]

Nobody knows yet

What the US regulatory change on osteoporosis drugs actually is.

STAT reports a long-awaited change has brought drugmakers back, but its details sit behind a paywall we could not read. [24]

Promised safety studies run years late

Swipe up for the story ↑Scroll down for the story ↓

Hundreds of studies that companies promised to run after their drugs or devices were approved are listed by the FDA as delayed, an analysis by KFF Health News found. [25]

Some are more than a decade late. [25] For some, the maker was still writing a plan for the study. [25]

The FDA uses these studies to settle questions left open at approval. [25]

Why it matters

Until they report, patients and whoever pays, including Medicare, may be paying for products that do more harm than good. [25]

Why it matters

Galleri's biggest open question, whether it saves lives, also needs longer studies. [4]

Who pays

Hundreds of studies meant to settle questions left open at approval are late, some by more than a decade. [25]

Nobody knows yet

What Heidi Overton's 'go fast' would change at the FDA.

Her opening statement names speed and China but, in the part we could read, no specific check that would be dropped. [8] Hundreds of safety studies already promised after approval are listed as late. [25]

That's the whole Biotech day.

16 stories, 25 sources.