BIO:ON Insight #17 · Sep 22, 2026
The edge in drugs is moving — from what you discover to how you make it
Novartis puts $1.2B into radiopharma manufacturing, Ultragenyx wins FDA approval for a Sanfilippo gene therapy once rejected over manufacturing, priced at $3.95M, and Roche bets up to $1B on screening 300,000 bispecifics. This week, the edge is in how drugs get made, moved and found.
What I learned this week
If there's one line for this week, it's this: the edge in new drugs is moving from discovery to the process. The radiopharma story stayed with me most. Even a great drug can make a patient miss a treatment cycle if it arrives a few days late, and that changes what "making a drug" really means. See you next issue. 🙏
Yaehyun Lee · Quoted from the Editor's Insight I wrote for this issue.
Stories in this issue
- Market Trends
Novartis signs a $1.2B manufacturing deal for Pluvicto supply
NovartisPluvicto
- FDA Approvals
Ultragenyx wins FDA approval for Fayuvi, a Sanfilippo syndrome gene therapy
UltragenyxFayuviUS FDA
- Pipeline Analysis
Roche × Dualitas: up to $1B for bispecific antibody screening
RocheDualitas
AI summary
- 1Novartis committed $1.2B to a manufacturing deal for its radiopharmaceutical Pluvicto.
- 2Ultragenyx's Sanfilippo gene therapy Fayuvi, once rejected over manufacturing, won FDA approval at $3.95M.
- 3Roche signed a deal worth up to $1B with Dualitas to screen 300,000 bispecific combinations.
Relevant rolesCMC & QARegulatory affairsR&D
Summary and tags generated by AI from the issue text.
References
- 1.Novartis bolsters radiopharma footprint with $1.2B manufacturing deal (opens in a new tab)
Fierce Pharma, Sep 18, 2026
- 2.Ultragenyx wins FDA approval for Sanfilippo syndrome gene therapy (opens in a new tab)
Fierce Biotech / BioSpace, Sep 17, 2026
- 3.Roche bets up to $1B on Dualitas' screening platform for next-gen bispecifics (opens in a new tab)
Fierce Biotech, Sep 15, 2026
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