CHMP opens the EU access queue

1️⃣ CHMP opens the EU access queue EMA’s CHMP recommended eight new medicines and 18 indication extensions at its May meeting, including Jascayd for IPF/PPF and an oral Wegovy tablet for weight management.

💡 Why it matters The next bottleneck is EC sign-off, then national price and reimbursement. Europe now has access work to do in fibrosis and obesity.

☕ Coffee talk How fast do payers price tablets, injections and antifibrotics before the comparison gets messy?

2️⃣ Retatrutide moves the obesity ceiling Lilly said TRIUMPH-1 met phase 3 endpoints: retatrutide 12 mg delivered 28.3% mean weight loss at 80 weeks; 45.3% of patients lost at least 30%.

💡 Why it matters The obesity market is shifting from GLP-1 access to multi-agonist depth, tolerability and sequencing before Lilly files.

☕ Coffee talk If 30% loss becomes a drug target, how long does “surgery-level” stay a premium category?

3️⃣ LRRK2 takes a Parkinson’s hit Biogen and Denali said BIIB122 missed primary and secondary endpoints in a 648-patient phase 2b LUMA study and will stop idiopathic Parkinson’s development.

💡 Why it matters The readout weakens the broad LRRK2 thesis and keeps CNS underwriting tied to clinical benefit, not biomarker logic.

☕ Coffee talk Who still funds Parkinson’s biology on mechanism alone after another clean-looking target fails in patients?