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October 20, 2025
by Jason Scott

Recon: FDA approves Glaukos eye treatment; Merck to invest $70B in US research and manufacturing

 Welcome to Regulatory Reconnaissance, your regulatory news and intelligence briefing.

In Focus: US
  • Kenvue Urges FDA to Reject Request for Autism Warning on Tylenol (Bloomberg)
  • Merck to pour over $70 billion into US expansion (Reuters)
  • US FDA approves Glaukos' new eye therapy (Reuters)
  • US Congressional Budget Office lifts orphan drug cost estimate to $8.8 billion (Reuters)
  • Replimune Soars as FDA Accepts Resubmitted Drug Application (Bloomberg)
In Focus: International                                                                                                       
  • Congo’s last Ebola patient has been discharged, raising hopes that outbreak might be over (STAT)
  • Roche suffers a fresh blow as India’s Supreme Court allows generic sales of its pricey rare disease drug (STAT)
  • Clinical Trials To Thrive Under New WHO Global Network (Pink Sheet)
  • EMA Slashes Average Clock-Stop Extensions By 18% To Speed Up Drug Reviews (Pink Sheet)
  • Namibia Confirms First Mpox Case, Declares National Outbreak (Bloomberg)
Pharma & Biotech
  • Veteran biotech executive Clive Meanwell on drug pricing and the obesity market (STAT)
  • In its first clinical readout, Iambic shows early promise for AI-designed cancer drug (Endpoints)
  • Merck rolls out some showstoppers at a major cancer conference. Its future may depend on them (STAT)
  • With questions surrounding its gastric cancer drug, Amgen fills in some gaps (STAT)
  • US FDA expands use of Amgen, AstraZeneca's drug for chronic inflammatory sinus disease (Reuters)
  • AstraZeneca's Enhertu shows promise in early-stage breast cancer treatment (Reuters)
  • Moderna co-founder Noubar Afeyan issues warning: Assault on science ‘isn’t going to stop at mRNA’ (STAT)
  • RAPT, Jeyou are itching to start Phase 3 after encouraging mid-stage results in urticaria (Endpoints)
  • Novartis seeks to move Pluvicto to earlier prostate cancer, but data underwhelm (Endpoints)
  • Roche says ctDNA-guided Tecentriq prolonged survival in bladder cancer patients (Endpoints)
  • Sanofi, Orano Med’s radiopharmaceutical looks competitive in rare cancer (Endpoints)
  • Celcuity’s shares rally after ESMO readouts; Disc Medicine’s $220M stock sale (Endpoints)
  • Weight management and primary care startup knownwell raises $25M (Endpoints)
  • AbbVie's Rinvoq shows superiority over Humira in head-to-head arthritis study (Reuters)
  • WeightWatchers partners with Amazon for easy weight-loss drug delivery (Reuters)
  • AstraZeneca's Datroway extends survival in aggressive breast cancer (Reuters)
  • Astra, Gilead Vie for Edge in Race to Treat Tough Triple-Negative Breast Cancer (Bloomberg)
Medtech
  • Duke data scientist launches startup to help hospitals adopt AI (STAT)
  • Oura Prepares Apple Watch-Like Hypertension Detection for Its Smart Ring (Bloomberg)
  • Dexcom faces proposed class action suit over G7 CGM problems (MedTech Dive)
Food & Nutrition
  • TikTok Diets Are Helping People When Medicine Can’t (Food Dive)
  • RFK Jr. to unveil new guidance encouraging more saturated fats (The Hill)
Government, Regulatory & Legal  
  • The radical democratization of academic medicine (STAT)
  • Climate and health strategies must address the biodiversity crisis (STAT)
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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