Recon: CSL to invest $1.5B on US drug production; FDA approves Arrowhead’s Redemplo for rare genetic disorder

• US FDA approves Arrowhead's genetic disorder drug (Reuters)
• How RFK Jr., America’s celebrity health secretary, is steamrolling science (STAT)
• FDA’s stronger warning on Sarepta gene therapy raises new questions about heart risk (STAT)
• NIH funding cuts have affected over 74,000 people enrolled in experiments, a new report says (Associated Press)
• Drugmakers say HHS' 340B pilot is limited as they fight for their own rebate models (Endpoints)
• Australia’s CSL to Invest $1.5 Billion on US Drug Manufacturing (Bloomberg)

• Many poor countries where experimental drugs are tested fail to benefit after approval, analysis finds (STAT)
• Trump administration touts moves to provide HIV prevention drug, but refuses to include South Africa (STAT)
• First doses of HIV prevention drug lenacapavir delivered to Zambia, Eswatini (Reuters)
• New US trade deal caps Switzerland, Liechtenstein pharma tariffs at 15% (Endpoints)
• WHO to lose a quarter of its workforce by mid-2026, document shows (Reuters)
• Novo Holdings exits UK's Convatec after discounted share sale, bookrunner says (Reuters)

• SixPeaks CEO talks about $170M sale to AstraZeneca and what comes next in obesity (Endpoints)
• Exclusive: Lifordi gets new funding from Sanofi as it preps to test ADC in rheumatoid arthritis (Endpoints)
• Merck, Bristol Myers disclose layoffs in New Jersey (Endpoints)
• Roche’s oral SERD delays early breast cancer recurrence in late-stage trial (Endpoints)
• Merck advances Winrevair in subset of heart failure patients (Fierce Pharma)
• Exclusive: Thrivory raises $3.5M to help clinics get paid upfront within seconds (Endpoints)
• Exclusive: AI Proteins raises $42M Series A, and will launch miniproteins into hub-and-spoke model (Endpoints)
• Vanda says its drug can halve vomiting risk in patients using GLP-1s (Endpoints)
• Zymeworks and Jazz tout HER2 bispecific success in first Phase 3 readout (Endpoints)
• Pfizer Eyes $5 Billion High-Grade Bond Sale for Metsera Deal (Bloomberg)
• Regeneron to invest $2B in new Saratoga Springs production plant (Fierce Pharma)

• FDA clears spinal cord stimulator for home use (STAT)
• Medtronic raises annual sales growth forecast on heart devices demand (Reuters)
• Medtronic’s PFA business is heating up (MedTech Dive)
• Massive PAD Patient Study Finds No Enhanced Risk From Drug-Coated Devices (MedTech Insight)
• Boston Scientific, Siemens Healthineers partner on cardiac catheter (MedTech Dive)

• As wellness trends go upscale, Nestle's mass-market vitamins lose some shine (Reuters)
• Food and beverage trends loom large over packaging earnings (Food Dive)

• Cassidy pitches his alternative to extending extra ACA subsidies (STAT)
• Trump Tells Congress Don’t ‘Waste’ Time on Obamacare Credits (Bloomberg)
• Trump and RFK Jr. are mulling their most disruptive vaccine policies yet — alarming manufacturers (STAT)
• UnitedHealth names former US FDA chief Scott Gottlieb to its board (Reuters)
• Republican Support for Key Childhood Vaccines Is Backsliding (Bloomberg)
• FDA takes issue with AstraZeneca TV ad for Farxiga (Fierce Pharma)