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February 9, 2026
by Jason Scott

Recon: Eli Lilly to buy biotech Orna for up to $2.4B; Novo sues Hims to stop obesity drug copycats

Welcome to Regulatory Reconnaissance, your regulatory news and intelligence briefing.
 
In Focus: US
  • TrumpRx claims to offer the lowest prices. But many drugs have cheaper generics (STAT)
  • Lawsuit against Hims & Hers should be ‘wake-up call’ for compounders, Novo chief counsel says (STAT)
  • Hims & Hers will stop selling compounded version of Novo’s obesity pill (STAT)
  • How the Centers for Medicare and Medicaid Services became the shining light of Trump’s second term (STAT)
  • FDA commissioner pledges crackdown on compounding practices (Fierce Pharma)
In Focus: International
  • India's Aurobindo Pharma posts higher profit on steady domestic demand (Reuters)
  • Dsm-firmenich agrees sale of animal health unit, $2.6 billion price tag disappoints (Reuters)
  • Editor’s Corner: Pharma's slack tightening across pipelines, trust (Fierce Pharma)
  • EU AI Act Could ‘Set Back’ Benefits Of AI In Drug Development If Applied To R&D (Pink Sheet)
  • US-India Trade Deal : Generics Dance Goes On, Oil Prices To Be Watched (Pink Sheet)
  • EU CHMP Opinions And MAA Updates (Pink Sheet)
  • EU food agency sets 'safe' consumption level for hemp-derived CBD (Reuters)
Pharma & Biotech
  • Biotech doubles financing in quest to silence genes behind neurological diseases (STAT)
  • Eli Lilly to buy Orna Therapeutics for $2.4 billion (STAT)
  • Takeda deepens AI drug discovery push with $1.7 billion Iambic deal (Reuters)
  • Lilly Inks Deal with Innovent to Speed Up Early Drug Development (Bloomberg)
  • Lilly likens relentless work of scientific and athletic progress in Winter Olympics ad (Fierce Pharma)
  • Roche’s Genentech cut at least 489 jobs last year, new disclosure reveals (Fierce Pharma)
  • Biogen pins SMA recovery on high-dose Spinraza amid projected 2026 revenue slump (Fierce Pharma)
Medtech
  • Abbott Says Plans To Launch Dual Diabetes Sensor Unimpeded By Latest Warning Letter (MedTech Insight)
  • Boston Scientific Sees EP Growth Exceeding Market Despite PFA Competition (MedTech Insight)
  • Boston Scientific Says Penumbra Deal Could Lift Market Growth Profile As 10%+ Organic Target Holds (MedTech Insight)
  • Bundling Approach Brings $382M Antitrust Verdict Against Medtronic (MedTech Insight)
Food & Nutrition
  • Texas plant-based meat labeling law struck down by court (Food Dive)
  • Congresswoman says promises are not enough to allow Boar's Head to reopen facility (Food Safety News)
Government, Regulatory & Legal
  • Federal government turns to fresher data to rein in Medicare Advantage upcoding (STAT)
  • As a scientist and NFL widow, I am furious about a recent NFL Players Association-funded CTE study (STAT)
  • Faster FDA Reviews Cut Red Tape, But Critics Wonder at What Cost (Bloomberg)
  • Sixth Circuit Affirms Steep Sentence in FDC Act Counterfeiting Case (FDA Law Blog)
  • Following legal setbacks, HHS agrees to toss 340B Rebate Model Pilot Program (Fierce Pharma)
  • Citizen Pazdur: Former US FDA Oncology Head Still Interested In Drug Development (Pink Sheet)
Regulatory Recon is our regular intelligence briefing for the regulatory affairs space, bringing you the top regulatory, biopharma and medtech news stories from around the globe. Regulatory Recon is published each week on Monday, Tuesday and Thursday.

A story’s inclusion in Regulatory Recon does not imply endorsement by Regulatory Focus or RAPS.
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