Global Scans · Pharmaceuticals · Weekly Summary

• [New] Biosimilar use has already generated more than $56 billion in savings and that the new regulatory framework could unlock $181 billion in additional savings over the next 5 years. AJMC
• [New] 2025's PharmSci 360 will shine a spotlight on artificial intelligence integration and emerging technologies, including gene therapy and spatial transcriptomics, across bio / pharmaceutical research and manufacturing. BioPharm International
• [New] Several pharmaceutical and biotech firms have disclosed potential exposure in SEC filings, suggesting that BIOSECURE-related risk is now material to investors. Mondaq
• [New] Between now and the beginning of 2031, there's about $200bn worth of revenue that is going to be impacted by either a generic or a biosimilar. Chemistry World
• [New] Positive trial results for Duchenne muscular dystrophy patients were reported last year, and an approval decision from the US Food and Drug Administration is expected in late 2025. Chemistry World
• [New] Patent expirations of major biologics will create $200 billion in biosimilar opportunities by 2030. PharmiWeb.com
• [New] Within 15 years, more than a third of new FDA drug approvals will trace their lineage to China - up from 5% today. MIT Initiative for New Manufacturing Substack
• [New] A new World Health Organization study finds 1 in 6 infections worldwide are resistant to some antibiotics, highlighting a growing threat from drug-resistant bacteria. NPR
• [New] The cancer immunotherapy sector reached $137.70 billion in 2024 and is projected to hit $261.74 billion by 2033 as major pharmaceutical companies unveiled breakthrough data at the European Society for Medical Oncology Congress in Berlin. Yahoo Finance Canada
• [New] The age of the GLP-1 drug has reached yet another milestone, with the US Food and Drug Administration green-lighting Novo Nordisk's once-daily oral semaglutide pill to treat people at high risk of cardiovascular events like heart attack and stroke. New Atlas
• For instance, only 7% of low-sales biologics have currently biosimilar candidates in development, potentially leading to €15 billion in missed savings in Europe by 2032. PubMed Central (PMC)
• FDA will release new draft guidance for biosimilar development, saying companies need not conduct large, expansive, comparative human trials in lieu of advanced testing to determine equivalence. Pharmacy Times
• Major pharmaceutical companies are expected to spend $5.2 billion on green chemistry initiatives in 2025, a 300% increase from 2020. store.frost.com
• The late-2025 / early-2026 layoff wave in the pharmaceutical and CRO industries marks a significant turning point. IntuitionLabs
• Uncertainty surrounding drug regulation and pricing, as well as competitive threats from China's fast-growing biotech ecosystem have added more recent challenges for young companies, too. BioPharma Dive
• The policy shift should make biosimilar development faster and cheaper, estimating that companies could now save $100 million in development costs per product. BioPharma Dive
• Investors remain selective, and sustained confidence heading into 2026 will depend on the biopharmaceutical sector's ability to mitigate Trump's tariffs and drug pricing pressures, as well as the US Federal Reserve's continued commitment towards interest rate cuts. Pharmaceutical Technology
• Economic Impact: McKinsey & Company estimates that generative AI could generate $60 to $110 billion in value annually for the pharmaceutical industry, while overall development costs are being reduced by up to 70% through better compound selection and virtual screening capabilities. Sully.Ai

Last updated: 11 November 2025