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Sunday, 4 October 2026

4 Oct · Biotech · In brief

Biotech · Sunday, 4 October 2026

Biotech, in brief

17 stories · 19 sources

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What is moving · 1 of 3

Drug plants coming to the US

Building ↑

Bayer plans a $2.2 billion medicine plant in Ohio that starts work in 2031. [1] Genentech, Roche's US arm, plans building work on its California campus from 2027 to 2033, part of Roche's $50 billion US pledge. [3] A biotech recruiter says hiring centres are growing in Texas, North Carolina and the Midwest. [10]

What is moving · 2 of 3

Computers doing research steps

Building ↑

Roche wants its AI tool to help shape 80% of its research decisions by the end of 2026. [4] A chemistry AI agent gave a confident wrong answer after two failed tool steps in a 2025 test. [5] A British doctor used Google's Gemini AI to search medical papers, and found a likely vitamin cause for his mother's seizures. [8]

What is moving · 3 of 3

Early results waiting for bigger trials

Steady →

Fewer deaths among people on vitamin C in the EVITA trial were not what the trial was built to test. [7] A molecule made by gut bacteria worsened Alzheimer's-like damage in mice, but in people it is only a link so far. [11] An enzyme that protects the liver has been restored only in mice. [15]

Part of the day's signal

One pressure seen across the day runs through Biotech too.

Bayer plans a $2.2 billion medicine plant in Ohio, days after the US began taxing some imported medicines at 100%

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Bayer, the German maker of medicines and farm chemicals, said on Friday 2 October it will spend $2.2 billion on a medicine plant in New Albany, Ohio. [1]

Who is involved

Who is involved

Why it matters

The next sign is whether the tax on imported generics that Trump described for 2028 is actually ordered; for now the cheap pills enter the US without it. [2]

What's really going on

Bayer announced a $2.2 billion Ohio medicine plant three days after a 100% US tax on some imported medicines began, and the plant will not make anything until 2031. [1][2]

What's really going on

The head of Roche's US arm says part of Roche's own $50 billion US pledge was money it had already planned to spend. [3]

What's really going on

Cheap generic pills, 40% of them made in India, were left out of the tax. [2]

Why it works on people

A big round number and a count of jobs make a plant sound as if it is already standing, though the first medicine from Bayer's Ohio site is about five years away. [1]

Who gains

Bayer plans about 600 permanent jobs there, plus about 1,500 temporary building jobs. [1]

Who gains

The new 100% tax left generic drugs out, so their pills still reach US patients without it. [2]

Who pays

Doctors and supply experts say a tax on imported generics would raise costs, lead to rationing and cause shortages. [2]

Nobody knows yet

Whether Bayer's plant is an answer to the new US tax.

As Reuters reports it, Bayer gives growing its US sales as the reason. [1] The plan came three days after the tax began. [2]

Nobody knows yet

How much of the drug industry's promised US building is new.

Genentech's chief says part of Roche's $50 billion was already planned, and no figure separates new spending from old. [3]

Nobody knows yet

Whether the tax on imported generics that Trump described will happen.

He set it out in a social media post in July, for 2028, and its second step falls after his term ends. [2]

The short version

That's the story in short.

The whole story has 12 more parts.

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The whole story, in 12 parts ↓

Part 1 of 12 · Who else is involved

Part 1 of 12 · Who else is involved

Part 2 of 12

The plant is due to start making medicine ingredients in 2031, and a second site for finished medicines should follow in 2034. [1]

Part 3 of 12

Bayer expects about 600 permanent jobs there, plus about 1,500 temporary jobs while it is being built. [1]

Part 4 of 12

The US now brings in 35% of the money Bayer makes from medicines, up from 20% in 2018. [1]

Part 5 of 12

Bayer wants to double its US medicine sales by 2030, relying mainly on Kerendia for kidney disease, Nubeqa for prostate cancer and asundexian, an experimental drug against strokes. [1]

Part 6 of 12

US medicine prices are far higher than in other rich countries, and President Trump has been pressing drugmakers to cut them. [1]

Part 7 of 12

Three days before Bayer's plan, on Tuesday 29 September, a new US tax of 100% on some imported medicines came into force. [2]

Part 8 of 12

The tax left out generic drugs, the cheap copies of older medicines that fill 90% of US prescriptions. [2]

Part 9 of 12

About 40% of those generics are made in India.

Part 9 of 12

One Dr.

Part 9 of 12

Reddy's factory in Hyderabad makes nearly a billion doses a month, and 75% go to US patients. [2]

Part 10 of 12

Trump said in July he plans a 100% tax on imported generics from 2028, and 200% a year later, after his term has ended. [2]

Part 11 of 12

Roche, the Swiss drugmaker, pledged $50 billion for the US last year, around the time other big drugmakers made similar promises. [3]

Part 12 of 12

Ashley Magargee, who runs Roche's US arm Genentech, says part of that $50 billion was spending that was already planned. [3]

Roche wants AI behind most research choices

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Roche, the Swiss drugmaker, told investors on Monday 28 September that it has started building research labs run largely by AI. [4]

It wants its AI tool, Target Nexus, to help shape 80% of decisions on which research to pursue by the end of 2026. [4]

From late 2025 to mid-2026, 40% of its drug-pipeline decisions already had a recorded AI or computing contribution. [4]

Its US arm Genentech has tested AI agents from Anthropic running a protein test in the lab. [3]

Why it matters

Share of Roche's final-stage trials that succeeded. Roche did not say how much of the rise came from AI.

Roche also said more than 80% of its final-stage trials have succeeded so far in 2026, against 65% in 2025. [4]

Why it matters

Genentech's chief says the tools add to scientists rather than replace them, while several senior Genentech scientists have left in a research shake-up. [3]

Who gains

Roche says it is moving about 2 billion Swiss francs of research savings into new programmes and productivity work. [4]

Who pays

Three vice presidents left in a restructuring of Genentech's research unit under its AI-minded research head, Aviv Regev. [3]

Nobody knows yet

Whether AI is why more of Roche's final-stage trials succeeded.

Roche set out its AI goals and a rise from 65% to over 80% at the same investor day, and gave no figure for how much AI contributed. [4]

FDA lists what it will make public next

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The FDA, the US medicines regulator, has published a transparency roadmap listing what it plans to make public over the next year. [6]

It plans a rule to announce every major application to sell a drug when it is filed. [6]

It also plans to publish companies' trial reports for approved drugs, with trade secrets removed. [6]

In 2025 it began publishing its rejection letters, starting with more than 200 from 2020 to 2024. [6]

Why it matters

An FDA review in 2015 found companies left out 85% of the agency's safety and efficacy concerns when they announced a rejection. [6]

Why it matters

In August the FDA also agreed to share non-public information with the SEC, the US stock-market regulator, so companies cannot describe FDA decisions selectively. [6]

Who gains

The FDA plans to publish companies' full trial reports for approved drugs and to announce major applications when they are filed. [6]

Who pays

The FDA now publishes its rejection letters, so a company's own account can be checked against the regulator's. [6]

Vitamin C trial: no effect on the disease, fewer deaths

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A trial called EVITA gave 109 people in Denmark and the US either 1,000mg of vitamin C a day or a dummy pill for a year. [7]

All had a blood disorder that can turn into cancer, or an early, low-risk blood cancer. [7]

Vitamin C did not slow the growth of the abnormal blood cells, which was the trial's main question. [7]

But after nearly three years, 11 people on vitamin C had died, against 24 on the dummy pill. [7]

Deaths after nearly three years among 109 people. The trial was not built to test this, so a bigger trial has to check it.

Why it matters

The death count was an extra finding the trial was not built to test, so its leaders say a larger final-stage trial must confirm it. [7]

Why it matters

They say it is too soon to recommend anything, and the vitamin C group had more stomach and gut problems. [7]

Nobody knows yet

Whether vitamin C really saved lives in the EVITA trial.

The 11 deaths against 24 was not the question the trial was built to answer, so chance could explain it until a larger trial checks. [7]

Earlier chemotherapy drives a cancer pill's blood risk

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PARP inhibitors are cancer pills used in ovarian, breast, prostate and pancreatic cancer, and they come with a raised risk of a later blood cancer. [12]

Researchers studied blood samples from 10,156 patients tested at Memorial Sloan Kettering, a New York cancer hospital. [12]

They found the risky blood-cell changes after PARP pills were largely explained by earlier carboplatin, a chemotherapy drug. [12]

The changes grew less in patients born with faults in a DNA-repair system. [12]

Why it matters

These later blood cancers are deadly: fewer than one patient in ten survives five years. [12]

Why it matters

PARP pills are now given earlier in treatment, so knowing who is most at risk matters to more patients; the study was published in Nature Genetics. [12]

Most high blood pressure in England goes unnoticed

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Researchers at Oxford Population Health checked clinic readings from Our Future Health, the UK's largest health research programme. [9]

59 of 100

of every 100 people with high blood pressure did not know they had it

Among people in Our Future Health found to have high blood pressure, 59 in 100 had never been diagnosed.

They found 37% of adults who joined between 2022 and 2025 had high blood pressure. [9] Of those, 59% did not know it and were taking no medicine for it. [9]

Half of the people already on blood-pressure pills still had readings of 140/90 or higher. [9]

Why it matters

High blood pressure is linked to around half of UK heart attacks and strokes, the British Heart Foundation says. [9]

Why it matters

The authors argue that England's treatment rules, which ask for several readings before a diagnosis, leave many people untreated. [9]

Who pays

Researchers say rules that ask for several readings before a diagnosis leave many untreated; 59% of those found had never been diagnosed. [9]

Biotech layoffs stay low; hiring picks up

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Fierce Biotech, a drug-industry news site, counted 21 layoff announcements from drug and biotech companies between July and September. [10]

That compares with 17 in the spring, 33 in the first three months of 2026 and 62 in the same months of 2025. [10]

Layoff announcements from drug and biotech companies, as counted by Fierce Biotech, in four quarters.

The biggest was Novo Nordisk, the Danish maker of Wegovy, which said 4,000 more staff had gone. [10] A recruiter at the staffing firm Kelly says she sees signs of recovery. [10]

Why it matters

Massachusetts, a biotech centre, lost about 3,600 drug-research jobs in 2025, its first yearly fall in more than two decades, a trade group says. [10]

Why it matters

A recruiter at Kelly says hiring centres are growing in Texas, North Carolina and the Midwest. [10]

Who gains

A recruiter at the staffing firm Kelly says hiring centres are growing there as layoffs stay low. [10]

Who pays

Novo said 4,000 more jobs had gone in a long cost-cutting drive that had already cut 9,000. [10]

Nobody knows yet

Whether biotech layoffs really fell this summer.

Fierce Biotech counted Novo Nordisk's 4,000 job cuts in the quarter but could not confirm with Novo when they happened. [10]

Good news

Drug and biotech companies announced 21 rounds of layoffs between July and September, against 62 in the same months of 2025.

An AI research agent's confident wrong answer

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BioPharma Dive, a drug-industry news site, has reported how a chemistry AI agent called ChemAgent went wrong in a 2025 test. [5]

Asked whether a molecule harms the liver, it twice fed a tool a badly written chemical formula and got errors. [5]

Instead of stopping, it switched to a general AI tool and gave a confident answer. [5] The answer, that the molecule carried a liver risk, was wrong. [5]

Why it matters

Drug companies are giving AI agents more steps in a row, so one wrong answer can steer which experiment comes next. [5]

Why it matters

Srijit Seal, a scientist at a chemical-safety AI company, says wrongly calling a compound safe would be far worse, because tests get skipped. [5]

Part of a signal

AI programs that cheat or give wrong answers

Also seen in Tech and Gaming.

The whole signal →

Vitamin B6 stopped a Parkinson's patient's seizures

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Ed Patrick, an anaesthetist in England, used Google's Gemini AI to search medical papers when his mother Ann had non-stop seizures in May. [8]

He suspected a lack of vitamin B6, possibly caused by carbidopa-levodopa, the common Parkinson's drug she had taken for years. [8]

Doctors in Nottingham gave her B6 through a drip, and the seizures stopped within minutes. [8] Her neurologist says only 14 similar cases have ever been reported. [8]

Why it matters

Her hospital team has changed its own practice, and Parkinson's UK, a charity, supports trials to test the link. [8]

Why it matters

Doctors quoted by the BBC warn patients not to change medicines or supplements without medical advice. [8]

Nobody knows yet

How often a lack of vitamin B6 causes seizures in people on Parkinson's medicine.

Only 14 similar cases have been reported, and experts told the BBC most NHS staff do not know of the link. [8]

Good news

Ann Patrick had non-stop seizures in a Nottingham hospital in May, and they stopped within minutes of a vitamin B6 drip. She has fully recovered from them, and her hospital team has changed its own practice.

A gut-bacteria molecule linked to Alzheimer's

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Researchers at the University of Wisconsin-Madison studied imidazole propionate, a molecule some gut bacteria make from histidine, a building block of protein in food. [11]

In mice, the molecule reaching the brain increased the build-up of amyloid and tau, the two proteins that clump in Alzheimer's disease. [11]

In blood from almost 1,200 volunteers, people with the highest levels lost memory and thinking skills much faster. [11]

A gene variant carried by about 43% of them goes with higher levels. [11]

Why it matters

The human data show a link, not proof that the molecule causes the decline. [11]

Why it matters

The team hopes for a drug that lowers it in the blood, the way statins lower cholesterol, but none exists yet. [11]

Nobody knows yet

Whether lowering the gut molecule would slow Alzheimer's in people.

The human data show a link with faster decline, and no drug yet lowers the molecule to test it. [11]

Switching an embryo gene back on for a blood disease

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Alpha-thalassaemia is an inherited disease in which the body makes too little of one part of haemoglobin, the protein that carries oxygen in blood. [14]

Its most severe form usually kills a baby before birth. [14]

Researchers writing in Nature Genetics found the DNA switches that silence zeta-globin, a stand-in part used only in the early embryo. [14]

Gene edits that turned it back on kept mice with the severe form alive until late in pregnancy, and worked in patients' blood cells in the lab. [14]

Why it matters

Today the only lasting cure is a stem-cell transplant, which needs a matched donor most patients do not have. [14]

Why it matters

The faulty genes are common, carried by up to 70% of people in some regions because they protect against malaria; the edits have not been tried in people. [14]

Good news

A gene edit kept mice with the deadliest form of alpha-thalassaemia alive until late in pregnancy, a form that usually kills a baby before birth.

Blood-cancer stem cells hooked on one energy molecule

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Researchers at the University of Colorado Anschutz studied high-risk myelodysplastic syndromes, or MDS, blood cancers in which the bone marrow stops making healthy blood. [13]

They found the stem cells driving the disease lean heavily on NAD, a molecule cells need to make energy. [13]

Blocking NAMPT, an enzyme that recycles NAD, weakened those stem cells in patient cells and animals, while healthy stem cells coped. [13]

Between 10,000 and 20,000 people in the US are diagnosed with MDS each year. [13]

Why it matters

High-risk MDS can turn into acute myeloid leukaemia, an aggressive blood cancer that is hard to treat. [13]

Why it matters

The team plans studies in people of drugs that block NAMPT; so far the work is in the lab. [13]

How it works

Why a cell stays healthy by breaking down its own parts

How it works

Every cell keeps taking apart its worn parts and reusing the pieces, so how fast that clean-up runs decides whether a liver scars or a cancer cell starves.

How it works · step 1 of 5

Every cell breaks down its worn parts and reuses the pieces

How it works · step 2 of 5

A tag marks which parts go for breaking down

How it works · step 3 of 5

If the clean-up slows, broken parts pile up and harm the cell

How it works · step 4 of 5

If a cell leans on one recycling route, that route is its weak spot

How it works · step 5 of 5

Change the pace of the clean-up and you change what the cell can do

The twist

A cell stays healthy by throwing its own parts away at the right pace. If the clean-up slows, broken parts pile up.

The twist

If a cell leans on one recycling route, blocking that route starves it.

The picture

The clean-up every cell runs, all the time. Three of this week's studies each changed one step of it.

Seen the same day

An enzyme that may protect a fatty liver

UBE2N helps liver cells clear out worn-out mitochondria; when the enzyme falls, damaged parts pile up and the liver scars.

Seen the same day

Blood-cancer stem cells hooked on one energy molecule

MDS stem cells depend on recycling NAD; blocking that recycling starves them, while healthy stem cells switch to other routes.

Seen the same day

Leucine helps cells make more energy

Leucine slows the protein that marks parts for disposal, so energy-making proteins last longer; the same protein also clears damaged ones.

Seen the same day

A virus protein makes self-copying RNA work harder

The cell's defences break down RNA they take for a virus; hiding the RNA from them lets it make more protein.

The catch

All three clean-up studies were in animals or in cells in a dish, and a step that matters in a mouse liver may matter less in a person.

The whole

Researchers in Los Angeles, Colorado and Cologne each found one step of this clean-up in one kind of cell this week.

The whole

The same process is running in every cell of every reader, and no single study sees more than a small part of it.

An enzyme that may protect a fatty liver

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About 100 million people in the US have fatty liver disease, and 20% to 25% of them go on to a worse, scarring form called MASH, the American Liver Foundation estimates. [15]

Researchers co-led by Cedars-Sinai, a Los Angeles hospital, found an enzyme called UBE2N falls in liver cells as the disease worsens. [15]

It helps clear out damaged mitochondria, the parts of a cell that make energy. [15] Restoring it in mice cut liver fat, inflammation and scarring. [15]

Why it matters

MASH has no cure, and care rests mainly on changes to diet and exercise plus a few medicines. [15]

Why it matters

The work is in mice, published in Nature Metabolism, and no treatment built on it exists yet. [15]

How it works

An enzyme that may protect a fatty liver

UBE2N helps liver cells clear out worn-out mitochondria; when the enzyme falls, damaged parts pile up and the liver scars.

The idea, in story 12: Why a cell stays healthy by breaking down its own parts →

A virus protein makes self-copying RNA work harder

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Self-amplifying RNA vaccines carry instructions that copy themselves inside cells, so a smaller dose can make more of the target protein. [17]

But the cell's own antiviral defences often shut them down. [17] Researchers reported in Nature Communications that adding B2, a protein from the Nodamura virus, hides the RNA from those defences. [17]

It raised how much protein the RNA made without blocking the immune signals a vaccine needs. [17]

Why it matters

That clash has held back these vaccines, which can protect at lower doses than ordinary mRNA shots. [17]

Why it matters

The tests were in cells; no vaccine built this way has been tried in people. [17]

How it works

A virus protein makes self-copying RNA work harder

The cell's defences break down RNA they take for a virus; hiding the RNA from them lets it make more protein.

The idea, in story 12: Why a cell stays healthy by breaking down its own parts →

Leucine helps cells make more energy

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Leucine is an amino acid, a building block of protein, found in milk, meat, beans and lentils. [16]

Researchers at the University of Cologne in Germany found it stops cells breaking down certain proteins on the outside of mitochondria, the cell's energy makers. [16]

Keeping those proteins lets mitochondria make more energy. [16] Leucine does it by slowing SEL1L, a protein that marks faulty proteins for disposal, the team reported in Nature Cell Biology. [16]

Why it matters

The team warns that SEL1L also clears damaged proteins, so changing it could backfire. [16]

Why it matters

Some lung cancer cells with changes in how they handle leucine survived better, which ties the finding to cancer research too. [16]

How it works

Leucine helps cells make more energy

Leucine slows the protein that marks parts for disposal, so energy-making proteins last longer; the same protein also clears damaged ones.

The idea, in story 12: Why a cell stays healthy by breaking down its own parts →

A hip joint built from titanium and gel

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Researchers at ETH Zurich, a Swiss university, working with Brigham and Women's Hospital and MIT in the US, bonded a tough water-based gel to titanium. [18]

The gel behaves like cartilage, the smooth tissue lining joints, and the titanium anchors into bone. [18]

A hip joint made this way kept moving smoothly through 500,000 loading cycles at 3,000 newtons. [18]

An artificial spinal disc made the same way absorbed more than 80% of the energy of an impact. [18]

Why it matters

Gels like this have rarely reached patients, because they would not stay fixed to the hard parts of an implant. [18]

Why it matters

So far it has been tested in the lab, not in people, and three of the authors have filed a patent. [18]

Lab-grown blood for patients who react to donors

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Some people who need many blood transfusions make antibodies against donor blood, so a safe match gets hard to find. [19]

Researchers in Saudi Arabia and Bahrain modelled a bank of red blood cells grown from stem cells for such patients. [19]

Using records from 3,719 patients, they found three donor cell lines could match 134 of the 153 patients they could analyse. [19]

Most of the rest carried antibodies to one blood marker, called c. [19]

Why it matters

Red blood cells grown from stem cells are still experimental, so this is a plan for how few lines a bank might need. [19]

Why it matters

The authors say gene editing could close the gap left by the c marker. [19]

That's the whole Biotech day.

17 stories, 19 sources.