1️⃣ Novo found a home for discarded cell therapy Cellular Intelligence acquired global rights to Novo Nordisk’s clinical-stage allogeneic Parkinson’s cell therapy, with Novo taking equity and retaining milestones and royalties.
💡 Why it matters Novo keeps upside after exiting cell therapy, while an AI-native buyer takes on the harder part: process development and scalable manufacturing.
☕ Coffee talk If the asset still needs Novo economics in the background, how clean is this really as a platform handoff?
2️⃣ argenx widened Vyvgart across gMG FDA expanded Vyvgart and Vyvgart Hytrulo to all adult generalized myasthenia gravis serotypes, including MuSK-positive, LRP4-positive and triple-seronegative patients.
💡 Why it matters This makes FcRn blockade commercially broader and cleaner to prescribe in MG, just as argenx keeps adding use cases around the same franchise.
☕ Coffee talk Does this become a Vyvgart market-share story now, or does the next fight move to ocular MG?
3️⃣ BMS took Sotyktu into EU psoriatic arthritis The European Commission approved Sotyktu for active psoriatic arthritis after inadequate response or intolerance to a prior DMARD, making it the first TYK2 inhibitor approved for PsA in the EU.
💡 Why it matters BMS gets a second major immunology market for an oral TYK2 asset already approved in psoriasis and U.S. PsA.
☕ Coffee talk How much room does an oral TYK2 get before payers push patients back toward cheaper biologic routines?