Day Lila
Day Lila

Saturday, 17 October 2026

17 Oct · Biotech · In brief

Biotech · Saturday, 17 October 2026

Biotech, in brief

21 stories · 30 sources

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

What is moving · 1 of 4

Weight-loss drugs spreading

High ↑

Europe's drug advisers backed a second weight-loss pill on Friday, Eli Lilly's Foundayo. [7] An online programme in the UK put 8,127 women on these drugs and checked them by video each week. [17] A five-year study of about 69,000 pairs of people found no rise in blood cancers among those taking them. [16]

What is moving · 2 of 4

Money for drug-making methods

Building ↑

City Therapeutics raised $200 million on Nasdaq for a method that silences genes. [18] Estuary raised $93 million to deliver genes into the kidney. [21] Insilico says its AI picks a new drug candidate in 12 to 18 months. [26]

What is moving · 3 of 4

Scientists' results being rechecked

Building ↑

Four studies on diabetes in pregnancy were retracted after a university found copied images. [22] Nature put a warning on a famous 2017 autism paper in mice. [23] A Stanford professor says the lack of evidence behind Theranos is, if anything, worse in start-ups today. [24]

What is moving · 4 of 4

Checks after a product is sold

Steady →

Only 25% of the hearing aids listed on Amazon could be matched to FDA records. [25] The UK will review a vaccine injury scheme that paid just over 1% of Covid claims. [15]

Part of the day's signal

One pressure seen across the day runs through Biotech too.

China proposes to ban foreign takeovers of its gene therapy and RNA drug platforms, while leaving drug licensing deals open

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

China's Ministry of Commerce, which runs the country's trade, published a draft on Friday adding biotech methods to its list of technologies that cannot freely leave China. [1][2]

GSK and AstraZeneca each signed five over the past 20 months [5]

until then, exports in its fields must be registered with China's commerce ministry [1]

Who is involved

Who is involved

Why it matters

Watch what the final list says after comments close on 15 November, and whether US Treasury rules also leave licensing of Chinese drugs open. [1]

What's really going on

China's government wants foreign drugmakers to keep renting the rights to Chinese drugs, but to stop buying the Chinese companies and methods that invent them.

What's really going on

Its draft bans foreign takeovers of gene, cell and siRNA platforms, and leaves deals like Roche's licence for Rona Therapeutics' obesity drug untouched. [1][6]

Why it works on people

The word ban makes the draft sound like a wall between Chinese biotech and the West, though the licensing deals that make up nearly all of the trade stay allowed. [1]

Who gains

They keep owning their methods while earning upfront money, milestone payments and royalties from foreign partners. [1][6]

Who gains

The draft leaves licensing open, and Roche has signed five such deals since late August. [5][1]

Who pays

A purchase like AstraZeneca's $1 billion takeover of Gracell would likely not be allowed. [1]

Who pays

The draft closes the route of selling the whole company abroad, which a Chinese executive told Fierce Biotech China's government wants to stop. [1]

Nobody knows yet

What China's final list will say.

This is a draft open for comment until 15 November, and a version rumoured in May covered far more kinds of medicine. [1]

Nobody knows yet

Whether US rules on deals for Chinese drugs will also leave licensing open.

Reuters reported last month that the US Treasury's rules would probably keep most licensing deals legal, and a bill in the US Congress to add checks has not moved. [1]

Part of a signal

China keeping its know-how at home

Also seen in Tech and Climate.

The whole signal →

The short version

That's the story in short.

The whole story has 14 more parts.

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

The whole story, in 14 parts ↓

Part 1 of 14 · Who else is involved

Part 1 of 14 · Who else is involved

Part 2 of 14

Foreign companies would be banned from buying Chinese platforms for cell and gene therapy and for siRNA, small pieces of RNA that switch off one gene. [1]

Part 3 of 14

A platform here means a set of reusable tools that can produce many drugs, not just one. [1]

Part 4 of 14

Platforms for gain-of-function work, which makes germs more dangerous in order to study them, would also be banned from sale, and China's commerce ministry gave national security as the reason. [1]

Part 5 of 14

Selling abroad the full methods for finding and checking drug targets in these fields would need government approval. [1]

Part 5 of 14

A target is the molecule in the body that a drug acts on.

Part 6 of 14

Licensing stays open: a Chinese company can still rent out the rights to a drug, or do research and manufacturing for foreign clients. [1][2][4]

Part 7 of 14

China's drug regulators count $120 billion of foreign deals for Chinese biotech assets this year up to August, 36% more than a year earlier. [1]

Part 8 of 14

Western buyers have almost always bought single drugs, or used a Chinese platform to find new ones, rather than buying the platform itself. [1]

Part 8 of 14

AstraZeneca's $1 billion purchase of Gracell, a Chinese maker of CAR-T cell therapy, at the end of 2023 is the kind the draft would likely stop. [1]

Part 9 of 14

Roche, the Swiss drugmaker, has signed five deals with Chinese drug developers since late August, more than any other big drugmaker. [5]

Part 10 of 14

One of them, on 13 October, rented the rights to an RNA-based obesity drug from Rona Therapeutics, built on Rona's own delivery platform. [6]

Part 10 of 14

Roche pays up to $100 million soon and up to $1.06 billion later. [6]

Part 11 of 14

Aaron Gu of Han Kun, a Chinese law firm, called the draft significantly better than the market expected. [1]

Part 11 of 14

A list rumoured in May had also covered antibody-drug conjugates, antibodies that carry a drug to a cell, and other popular kinds of medicine. [1]

Part 12 of 14

The same draft covers 40 technologies in all, including 23 kinds of AI such as large language models and chip designs. [1][3]

Part 13 of 14

Two members of the US Congress have proposed a bill to put US deals for Chinese drugs under more checks, but it has not moved. [1]

Part 14 of 14

Comments on the draft close on 15 November. [1]

Part 14 of 14

Gu says that until the list takes effect, exports in its fields must be registered with China's commerce ministry. [1]

Europe's drug advisers back Lilly's weight-loss pill

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

The committee of the European Medicines Agency, the EU's medicines regulator, recommended approval on Friday of Foundayo, Eli Lilly's weight-loss pill. [7] Foundayo, also called orforglipron, is a GLP-1 pill. [8]

GLP-1 drugs copy a gut hormone that makes people feel full. It is the second weight-loss pill to win the committee's backing, after Novo Nordisk's Wegovy pill. [7]

Why it matters

Eli Lilly, the US drugmaker, is trying to catch up with Novo Nordisk, its Danish rival, in pills. [8]

Why it matters

A recommendation is not yet a licence: the final approval in the EU comes after it.

Who gains

A yes from Europe's drug advisers moves its weight-loss pill towards the EU market, where Novo Nordisk's pill already has backing. [7][8]

Kenya confirms a third Ebola case

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

Kenya confirmed its third Ebola case on Friday, a 65-year-old woman who is a close relative of its first two patients. [9]

She had been in quarantine since 6 October when she fell ill with fever and a sore throat. [9]

Kenya's first patient, a 40-year-old businessman, died on 5 October after travelling from Congo through Uganda. [9][11] Officials say 127 of 130 known contacts are traced and quarantined. [9]

Why it matters

In Congo's Ituri province, 10 of 25 school pupils confirmed with Ebola have died since schools reopened. [10]

Why it matters

This outbreak is the Bundibugyo strain, for which there is no specific vaccine or treatment. [9]

Who pays

Many have no health cover, rural centres lack protective gear, and a hiring freeze leaves too few staff. [11]

Nobody knows yet

How many people in Kenya have been exposed to Ebola.

On one count 113 of 128 contacts had been found, five of them abroad; the latest count is 127 of 130, with three still missing. [11][9] Critics ask how the first patient passed airport screening in Nairobi. [11]

A shot at home for thyroid eye disease

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

The FDA, the US medicines regulator, approved Roche's Enspryng on Friday for thyroid eye disease. [12]

In this disease the immune system inflames the tissue around the eyes, which can bulge and see double. [12]

Enspryng is an antibody that blocks a signal driving the swelling, and patients can inject it at home. [12]

Share of people with active disease in the SatraGO-2 trial whose eye bulging improved.

In one final trial, 52.9% on the drug had less bulging, against 23.4% on a dummy. [12] The other trial missed its main goal. [12]

Why it matters

It is the first treatment for the disease given as an injection under the skin rather than through a drip. [12] About 155 in every 100,000 people have the disease. [12]

How it works

Why a tool that makes many medicines is guarded harder than any one medicine

How it works

China lets its biotechs rent single drugs to foreign firms but not sell the method behind them, because the method keeps making new drugs.

How it works · step 1 of 5

A platform is a reusable method that can make drug after drug

How it works · step 2 of 5

Licensing one drug hands over that drug and keeps the method at home

How it works · step 3 of 5

Selling the company hands over the method and every drug it would make later

How it works · step 4 of 5

So China lets licences go on and blocks takeovers of the platform

How it works · step 5 of 5

Foreign buyers still get drugs, and the know-how stays in China

The twist

A licence hands over one drug, and the Chinese company can go on making more. A takeover hands over the method itself, with every drug it would have made later.

The picture

China's draft lets the first kind of deal go on and blocks the second for gene, cell and siRNA methods.

Seen the same day

City Therapeutics' share sale

investors paid $200 million for a gene-silencing method that City wants to use across several diseases, before any of its drugs is approved

Seen the same day

Insilico's painkiller

the drug is one of many from one AI method, and Insilico says that method now picks a candidate in 12 to 18 months

Seen the same day

Estuary's launch

the $93 million backs a way to get genes into the kidney, which its chief says is the hardest step for every kidney gene therapy

Seen the same day

Roche's Enspryng approval

a drug first approved in 2020 for a nerve disease now earns from a second disease, and a decision on a third is due in January

The catch

The list guards methods, not people. A Chinese scientist who moves abroad still takes the know-how, and an export list cannot stop a published paper.

The whole

A patient in Europe may one day take a cancer drug first made in a Chinese lab and licensed to Roche or AstraZeneca.

The whole

Neither that patient nor the scientist who made it gets a say in which kind of deal is allowed.

Who gains

A drug approved in 2020 for a rare nerve disease now has a second US market in thyroid eye disease. [12]

Good news

People in the US with thyroid eye disease can now treat it with an injection at home, after the FDA approved Enspryng on Friday.

Jury sides with ousted scientist Sabatini

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

A jury in Suffolk County, Massachusetts, awarded $6 million on Friday to David Sabatini, a former MIT professor and star biologist. [13]

His career collapsed after Kristin Knouse, a younger scientist, said he pressured her into a relationship and ran a sexualised lab. [13]

His lab was at the Whitehead Institute, a research centre in Cambridge. [13] The jury of seven women and six men found she had defamed him and must pay, plus interest. [13]

Why it matters

The three-week civil trial showed how much power lab heads hold over the young scientists who work for them. [14]

Why it matters

The case turned on two scientists' opposite accounts and their text messages. [14]

UK will review its vaccine injury payments

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

The UK government said it will review the scheme that pays people injured or bereaved by vaccines. [15]

Baroness Hallett, who chairs the official inquiry into Covid, had called the scheme not sufficiently supportive. [15]

1 of 100

Covid claims that won an award, of every 100

Just over 1 in 100 of the 24,000 Covid vaccine claims won the payment.

More than 24,000 people have claimed for Covid jabs, and just over 1% won the one-off award of 120,000 pounds. [15] Claimants must show they are at least 60% disabled. [15]

Why it matters

The campaign group Vaccine Injured and Bereaved UK says the UK government gave no timetable. [15]

Why it matters

Running the scheme has cost more than double the 32 million pounds it has paid out. [15]

Who pays

Just over 1% of 24,000 claims won an award, and the scheme has cost more to run than the 32 million pounds it paid out. [15]

Nobody knows yet

When the UK's vaccine injury scheme will change, and how.

The UK government promised a review but gave no timetable, its campaigners say. [15]

No rise in blood cancers on GLP-1 drugs

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

A study published on 12 October looked for blood cancers in adults with type 2 diabetes who started GLP-1 drugs such as semaglutide, the drug in Ozempic. [16]

It matched 68,949 of them with similar people starting a different diabetes pill and followed them for up to five years. [16]

Rates of seven kinds of blood cancer, including lymphoma and leukaemia, did not differ. [16] Against a third drug class, GLP-1 users had fewer of three blood cancers. [16]

Why it matters

The data came from TriNetX, a network of over 100 million health records, so the study can show a link or its absence but not prove a cause. [16]

Good news

A study of about 69,000 pairs of people with diabetes, followed for up to five years, found no rise in blood cancers among those taking GLP-1 drugs.

8,127 UK women lose weight through an online clinic

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

A study in Nature Medicine on 16 October followed 8,127 women in the UK who started a weight-loss drug through an online programme. [17] Almost all, 99.8%, took tirzepatide. [17]

After six months they had lost 15.5% of their starting weight on average, and 91.4% were still taking part. [17] The programme required blood tests and a video check-in every week. [17]

Why it matters

Staff of the two companies that ran it, eMed Healthcare UK and SheMed, are among the authors. [17]

Why it matters

The women paid for themselves and there was no comparison group, which the authors list as limits. [17]

Two drug start-ups sell shares to the public

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

City Therapeutics raised $200 million on Thursday by selling 11.1 million shares at $18, more than it planned. [18] It began trading on Nasdaq on Friday. [18]

It makes RNAi drugs, which silence a gene before it can make a harmful protein. [18]

Its lead drug targets Factor XI, a clotting protein, and cut its level by up to 85% in early tests. [18]

Iambic Therapeutics, which designs drugs with AI, saw its shares rise more than 50% after a $150 million listing. [19]

Why it matters

All eight approved RNAi medicines act in the liver, and City is trying to reach other parts of the body. [18]

Why it matters

Earlier AI drug companies lost value after listing: Recursion's shares fell from $18 to under $4. [19]

How it works

City Therapeutics' share sale

investors paid $200 million for a gene-silencing method that City wants to use across several diseases, before any of its drugs is approved

The idea, in story 4: Why a tool that makes many medicines is guarded harder than any one medicine →

Who gains

It raised $200 million on Nasdaq, more than it expected when it set its plans, after about $239 million from private investors. [18]

Novartis stops a lupus kidney trial

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

Novartis, the Swiss drugmaker, ended a mid-stage trial of its pill Fabhalta in lupus nephritis, a kidney inflammation caused by the immune disease lupus. [20]

It gave strategic considerations as the reason, in the US government's database of clinical trials. [20] Fabhalta is also called iptacopan. [20]

Why it matters

Novartis gave no results, so it is not known whether the drug worked in these patients.

Nobody knows yet

Why Novartis stopped its Fabhalta trial in lupus kidney disease.

It gave only strategic considerations as the reason and released no results. [20]

Start-up gets $93 million for kidney gene therapy

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

Estuary Biotherapeutics, a California company backed by Biogen and run partly by its former staff, launched on Friday with $93 million. [21]

It aims at ADPKD, an inherited disease in which cysts grow in the kidneys and often cause kidney failure. [21] In mice, restoring proteins called polycystins shrank the cysts. [21]

Its two gene therapies are due to start human tests in 2027 and 2028. [21]

Why it matters

About 1 in 400 to 1,000 people have ADPKD, and only one drug, tolvaptan, is approved for it. [21]

Why it matters

Estuary's chief executive says getting genes into the kidney is the hardest step left. [21]

How it works

Estuary's launch

the $93 million backs a way to get genes into the kidney, which its chief says is the hardest step for every kidney gene therapy

The idea, in story 4: Why a tool that makes many medicines is guarded harder than any one medicine →

Four diabetes-in-pregnancy studies retracted

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

Journals retracted four studies on how a mother's diabetes affects the neural tube, the early form of a baby's brain and spine. [22]

The University of Maryland, Baltimore found copied images and other data problems, the retraction notices say. [22] All four list Peixin Yang as the lead author to contact. [22]

Data sleuths have flagged 44 studies on which he is the only shared author. [22]

Why it matters

Yang's lawyer says three of the notices do not find that he committed misconduct. [22] Mary Loeken, a Harvard researcher, says her lab could not reproduce the team's results. [22]

Warning added to a famous autism paper

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

Nature added an expression of concern, a public warning to readers, to a 2017 paper last week. [23]

The paper linked a mother's gut bacteria to autism-like behaviour in her mouse pups, and has been cited more than 680 times. [23]

The same values repeat across 10 of its figures. [23] The raw data were lost when the lab moved, so the numbers cannot be checked. [23]

Why it matters

Jun Huh, the Harvard immunologist who led it, says later studies support its findings. [23]

Why it matters

Mu Yang, a Columbia scientist who checks research, says the repeated data are central to its conclusions. [23]

A Theranos film opens, and scientists worry

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

A documentary on Elizabeth Holmes, You Can See Everything, opened in cinemas on Friday. [25] Holmes ran Theranos, which claimed one drop of blood could run hundreds of tests. [24]

She was sentenced to more than 11 years in prison for defrauding investors. [25] Her partner, Billy Evans, is building a new blood-testing company, Haemanthus, with Holmes listed as an adviser. [24]

Why it matters

John Ioannidis, a Stanford medical professor who questioned Theranos early, says start-ups now make claims without strong evidence more often. [24]

Why it matters

A Case Western researcher says Theranos made funding harder to win for scientists who study blood tests. [24]

Shop-bought hearing aids are cheaper but hard to check

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

Four years after the FDA let adults buy hearing aids without a prescription, a study in JAMA, a leading US medical journal, weighed the result on Thursday. [25]

The usual price of one hearing aid, by how it is bought.

Over-the-counter aids cost about $500, against about $3,400 for prescription ones, and most first-time buyers now choose them. [25]

Only 25% of the hearing aids listed on Amazon could be matched to FDA records. [25]

Why it matters

Some of the first companies to sell them have already left the market. [25] It is not known how many people who need a hearing aid now buy one. [25]

Who pays

Only 25% of the aids listed on Amazon could be matched to FDA records. [25]

AI-designed painkiller beats morphine in animals

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

Insilico Medicine, a drug company whose AI team works mainly in Abu Dhabi, says its pill ISM9528 eased pain better than morphine in animal tests. [26]

It is not an opioid, the family of addictive painkillers that includes morphine. [26] It has not yet been tested in people. [26]

Insilico says its AI lets it pick a drug candidate in 12 to 18 months, against about five years usually. [26]

Why it matters

Nine in ten drugs that reach human testing are never approved, so an animal result is only a first step. [26]

Why it matters

The company says AI does not shorten human trials, which can take a decade. [26]

How it works

Insilico's painkiller

the drug is one of many from one AI method, and Insilico says that method now picks a candidate in 12 to 18 months

The idea, in story 4: Why a tool that makes many medicines is guarded harder than any one medicine →

A fat-burning switch makes cancer-killing cells stronger

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

Scientists at Cold Spring Harbor Laboratory, a US research centre, reported in Nature Immunology this week that a protein called PPARD can help immune cells fight cancer. [27]

Cancer cells use PPARD to grow, but turning it on in immune cells made them burn more fat and attack tumours harder. [27]

In lab models of human colon cancer, CAR-T cells with PPARD switched on slowed or stopped tumour growth. [27]

Why it matters

CAR-T cells are a patient's own immune cells re-engineered to hunt cancer. [27]

Why it matters

Colorectal cancer is now the leading cause of cancer death in people under 50, and this approach has not been tested in patients. [27]

Mixed bisphenols change breast tissue grown in a dish

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

Researchers at Tufts and Boston University grew small balls of breast tissue, called organoids, from cells given by 13 healthy young women. [28]

Three common bisphenols, BPA, BPS and BPF, are chemicals that can interfere with the body's hormones. [28] Alone, each did little. [28]

Mixed at levels found in people's blood and urine, they disrupted how the tissue developed in most donors' samples. [28] The work appeared in PNAS. [28]

Why it matters

The changes matched patterns seen in invasive lobular carcinoma, a breast cancer that a mammogram can miss. [28] The study does not show that the chemicals cause cancer. [28]

Nobody knows yet

Whether the changes bisphenols caused in breast tissue grown in a dish happen in people.

The tissue came from 13 donors, and the authors say larger studies are needed before anyone knows. [28]

A short pill course clears resistant TB in Lesotho

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

A study in Nature Communications on 17 October followed 238 adults in Lesotho with drug-resistant tuberculosis, a lung infection that the usual antibiotics no longer kill. [29]

19 of 20

cleared the TB germ within four months, of every 20

142 of 148 patients is about 19 in every 20.

They took a shortened course of pills only, with no injections, a treatment the WHO backs. [29]

Of 148 whose lab cultures showed the germ at the start, 142 cleared it within four months. [29] There were 27 poor outcomes, including 20 deaths. [29]

Why it matters

Most of the patients, 62%, also had HIV. [29] Scarring and holes in the lungs on the first X-ray pointed to who would do worse. [29]

Good news

In Lesotho, 142 of 148 people with drug-resistant tuberculosis cleared the germ within four months on a short course of pills, with no injections.

Moderna's shares are up 600% this year

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

Moderna's shares have risen more than 600% this year, against 23% for XBI, a fund that tracks biotech shares. [5]

They fell to about $22 last year, near their 2018 debut price, after demand for its Covid vaccine dropped. [5]

The rise took off in August, when its melanoma vaccine with Merck succeeded in a final-stage trial. [5] The vaccine uses messenger RNA, like Moderna's Covid shot. [25]

Why it matters

The full trial results are due at a medical meeting later this month. [5]

Why it matters

RBC Capital Markets, an investment bank, calls that the biggest event for both companies for the rest of this year. [5]

Nobody knows yet

Whether Moderna and Merck's melanoma vaccine looks as strong in the full data.

The full results come at a medical meeting later this month, and the shares have already risen more than 600% this year. [5]

South Africa moves to curb pharmacy-made weight-loss jabs

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

The South African Pharmacy Council, which sets the rules for pharmacists, is working with the industry's regulator to tighten rules on pharmacies making their own copies of medicines, Reuters reported. [30]

The copies include versions of the weight-loss and diabetes drugs Ozempic and Mounjaro. [30]

The council's chief executive, Vincent Tlala, says some pharmacies now make large batches in advance, rather than for specific patients. [30] New guidelines are expected around March next year. [30]

Why it matters

Novo Nordisk won a court case in June against local pharmacies making unauthorised copies, and it and Eli Lilly are likely to welcome the change. [30]

Why it matters

South Africa has Africa's highest adult obesity rate, 30%, and the branded drugs cost too much for most people. [30]

That's the whole Biotech day.

21 stories, 30 sources.