Eli Lilly has increased the list price of its weight loss and diabetes medication Mounjaro in the UK by 170% to £330 for the highest dose, aligning it with European market levels. The price hike is not directly tied to the US MFN order, though it coincides with international drug pricing discussions. The company maintains that the change ensures consistency with other European markets and offers savings programs to offset costs. The UK's NHS confirms continued availability of the drug for obesity and type 2 diabetes treatments. The previous UK list price was £122, and the new price remains significantly lower than the US list price of $1,079.77. The move comes amid broader debates over drug pricing, with President Trump's MFN executive order calling for lower drug prices in the US by matching international levels. Reports suggest some pharmaceutical companies may be adjusting prices abroad to offset potential reductions in the US, while also facing potential US tariffs on pharmaceutical goods. Patient reactions in the US include reduced dosages and financial strain due to rising costs and insurance restrictions.

Cantor Fitzgerald has reiterated its stock rating for Gilead Sciences at Overweight, citing strong growth potential in the global immunology market. The market was valued at $110.1 billion in 2023 and is projected to reach $204.0 billion by 2033, growing at a CAGR of 6.3%. Key drivers include rising prevalence of chronic diseases, increased awareness of immune-related conditions, and higher R&D investment. Regulatory constraints remain a challenge. Recent developments include Gilead's exclusive license agreement with Xilio Therapeutics for the tumor-activated IL-12 program XTX301, and an expanded collaboration with Arcus Biosciences to include inflammatory diseases. Biopharmaceuticals and autoimmune disease segments dominate market share, with hospitals and clinics as the primary end users. North America is expected to lead the market by 2033, followed by rapid growth in Asia-Pacific and LAMEA. Major market players include AbbVie, Johnson & Johnson, Pfizer, Novartis, Merck, Bristol-Myers Squibb, Amgen, Eli Lilly, and Gilead Sciences.

The vitiligo treatment landscape is shifting toward targeted therapies, moving beyond conventional treatments like corticosteroids and phototherapy. A comprehensive pipeline report by DelveInsight highlights 18+ active pharmaceutical companies developing 20+ pipeline drugs, including candidates in clinical trials such as VYN201, Upadacitinib, and Afamelanotide. Key developments in May and March 2025 include Clinuvel meeting recruitment targets for its Phase III trial of SCENESSE® (afamelanotide), Vyne Therapeutics reporting top-line results expected from its Phase IIb trial, Edesa Biotech completing a $15 million equity financing to support EB06 development, and Forte Biosciences dosing the first patient in its FB102 trial. AbbVie also presented new biomarker-driven findings on Upadacitinib at the 2025 AAD meeting. The report covers global pipeline activities by phase, mechanism of action, route of administration, and product type, reflecting a growing focus on immune-mediated and targeted therapies to address unmet medical needs in vitiligo.

Schrödinger has discontinued the development of its CDC7 inhibitor SGR-2921, both as a monotherapy and in combination, following two treatment-related deaths in a Phase I trial involving patients with relapsed/refractory acute myeloid leukaemia (r/r AML). Despite early clinical activity observed in the trial, the company prioritized patient safety and concluded that advancing the drug as a combination therapy would be difficult. The decision was confirmed by Schrödinger's Chief Medical Officer, Dr. Margaret Dugan. The company's stock declined 12.19% after the announcement. The AML market is projected to reach $3.68 billion by 2032 in the eight major markets (8MM). Other therapies for r/r AML include Xospata (gilteritinib), Tibsovo (ivosidenib), Mylotarg (gemtuzumab ozogamicin), and off-label use of Venclexta (venetoclax) with hypomethylating agents.

Xilio Therapeutics reported strong Phase 2 clinical data for its lead candidate vilastobart in metastatic microsatellite stable (MSS) colorectal cancer, showing a 26% objective response rate with a favorable safety profile compared to traditional CTLA-4 inhibitors. The company highlighted progress across its tumor-activated immunotherapy pipeline, including IL-12 (XTX301) and masked PD-1/IL-2 bispecific (XTX501) programs. Financially, Xilio reported $121.6 million in cash as of June 30, 2025, following a $50 million follow-on offering with potential for an additional $100 million from warrant exercises. Revenue from collaborations with AbbVie and Gilead reached $8.1 million. The company expects to nominate development candidates for its masked T cell engager programs targeting PSMA, CLDN18.2, and STEAP1 in Q3–Q4 2025 and anticipates cash runway through Q3 2026.