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July 21, 2025
by Jason Scott

Recon: FDA panel votes against Otsuka, Lundbeck PTSD drug; Biogen announces $2B upgrades to NC facilities

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

In Focus: US
  • FDA taps biotech veteran George Tidmarsh to lead drug center (STAT) (Reuters)
  • A sloppy report on mifepristone is being used to undermine the FDA — and the biotech industry (STAT)
  • The FDA’s new SSRI experts have long questioned antidepressant use (Endpoints)
  • Otsuka, Lundbeck’s PTSD Drug Fails to Win US FDA Panel Support (Bloomberg) (Reuters)
  • Gene therapy maker Sarepta tells FDA it won’t halt shipments despite patient deaths (AP) (FDA)
  • Sarepta LGMD trials all hit by FDA hold amid newly surfaced safety concerns over gene therapy (Fierce)
  • The crisis over Sarepta’s Duchenne therapy is a mess. But the lesson is clear (STAT)
In Focus: International                                                                                                      
  • Moderna cancels plans to build mRNA manufacturing site in Japan (Endpoints)
  • Shares of Brazil's Fleury jump on reports of talks with Rede D'Or (Reuters)
  • A Passport To Streamlined Medtech Access Under UK Life Sciences Plan (MedTech Insight)
  • World’s First Hemato-Oncology Microbiota Therapeutic Among Latest New EU Filings (Pink Sheet)
  • Sponsors Asked, EMA Delivered: One Handbook To Navigate CTIS (Pink Sheet)
  • US rejects WHO pandemic changes to global health rules (Reuters)
Pharma & Biotech
  • Biotech VC Omega Funds raises $647 million fund (STAT)
  • Alkermes drug helped narcolepsy patients stay awake in Phase 2 trial (STAT)
  • Omega Funds matches size of 2021 fund with $647M for life sciences startups (Endpoints)
  • Roche's IL-33 antibody misses in COPD after Sanofi and Regeneron's drug fell short (Endpoints)
  • GSK to lay off 150 workers in MA as site transitions to focus on R&D (Endpoints)
  • Alkermes gets a mid-stage narcolepsy hit, but trails Takeda in R&D race (Endpoints)
  • Biogen beefs up North Carolina manufacturing ahead of potential drug tariff storm (Reuters)
  • Activist Investors Target $30 Billion Tied Up in Biotech Stocks (Bloomberg)
  • Lilly enlists 'Happy Gilmore 2' star as Zepbound partner (Fierce Pharma)
  • Ferring summons star power to celebrate World IVF Day with firsthand fertility stories (Fierce Pharma)
  • Layoff Tracker: GSK, Sail, BioNTech Cut Staff for Second Time This Year (BioSpace)
Medtech
  • Heartflow files for IPO (MedTech Dive)
  • Whoop’s FDA warning letter sparks debate over blood pressure as a wellness metric (MedTech Dive)
  • Risk management, legacy tech pose major threats to healthcare firms, report finds (MedTech Dive)
  • Carlsmed seeks up to $103M IPO haul to fuel spine surgery growth (MedTech Dive)
  • Medtronic wins US appeal to overturn $106.5 mln heart-valve patent verdict (Reuters)
  • Device Sterilization Plants Get Extra 2 Years To Comply On EtO Phase-Out (MedTech Insight)
Food & Nutrition         
  • Food industry pushes traceability rule changes amid Trump deregulation effort (Food Dive)
  • Study: CDC Funding for State-Level Programs Improves Foodborne Illness Outbreak Detection (Food Safety)
Government, Regulatory & Legal
  • HHS’ move against the WHO: a line in the sand, or political theater? (STAT)
  • A SPAC seeks $500M IPO to make drugs in the US (Endpoints)
  • Congressional forecaster says Trump health research cuts would lead to fewer new drugs (Reuters)
  • Sometimes, Timing is Everything (FDA Law Blog)
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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