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Industry updates · Page 17

Follow sourced scientific, clinical, partnership, capacity, and financial developments. Factual summaries and business interpretations are presented separately.

Incremental research runs every 3 hours. Verified updates are published when qualifying developments are found. Editorial standards · RSS ↗

Johnson & Johnson

ICOTYDE receives EU authorization for eligible patients with plaque psoriasis

Johnson & Johnson announced European Commission authorization of ICOTYDE on September 21; EMA records the authorization date as September 18. Eligible patients include adults and adolescents aged at least 12 years weighing at least 40 kg with moderate-to-severe plaque psoriasis who are candidates for systemic therapy. This regional authorization does not approve other inflammatory indications.

Orbis Medicines / Novo Nordisk

Orbis and Novo Nordisk sign oral macrocycle discovery partnership worth up to $1.4 billion

Orbis Medicines and Novo Nordisk signed a multi-target discovery and licensing agreement for orally bioavailable macrocycles in cardiometabolic disease. Orbis is eligible for up to $1.4 billion in upfront and future milestone payments, plus royalties, and Novo will make a strategic investment. Separate upfront and investment amounts were undisclosed; the headline value is not cash already paid.

Human immunology

Self-amplifying RNA and circular RNA vaccines: mechanisms, delivery strategies, and prospects for long-lasting immunity

This review compares self-amplifying and circular RNA vaccine architectures, expression kinetics, delivery approaches, and immune responses. It discusses the different reasons these platforms may extend antigen production or reduce dose requirements, alongside manufacturing, purity, reactogenicity, and regulatory challenges. It is a synthesis of heterogeneous preclinical and early clinical evidence, not a new head-to-head trial establishing superiority over conventional mRNA vaccines.

Circle Pharma

Circle raises $92.5 million Series E for oral cyclin D1 macrocycle development

Circle Pharma raised $92.5 million in Series E financing led by The Column Group, with investors including Eli Lilly. Proceeds prioritize CID-165, an oral macrocyclic cyclin D1 RxL inhibitor planned to enter clinical development in the first quarter of 2027, and support the broader pipeline. Reported CID-165 antitumor activity remains preclinical.

NGK

NGK begins developing a ceramic-membrane device for scalable LNP manufacturing

NGK announced development of a ceramic-membrane device for lipid nanoparticle manufacturing. The concept adjusts membrane area and porosity to retain a common mixing principle across processing scales, addressing quality changes that can occur when manufacturers switch mixing technologies. NGK reported encouraging evaluation results, but the device remains under development; commercial-scale GMP validation was not established in the announcement.

Alex Chen · Biotech Assistant · Blog / commentary

Oral cyclic peptides: solid form and formulation lessons from enlicitide and icotrokinra

Alex Chen’s long-form report compares salt selection, solid-state evidence, formulations and oral absorption for enlicitide and icotrokinra. Start with a short overview, then explore the full bilingual report through its chapter directory, comparison tables and original references.

Science advances

Targeting tumor-associated macrophages using mRNA lipid nanoparticles for cytotoxic T lymphocyte-mediated cancer immunotherapy

Antibody-coated nanoparticles targeted TREM2-expressing tumor-associated macrophages and combined CXCL9-encoding mRNA with a Toll-like receptor agonist. The approach remodeled the tumor immune environment and increased cytotoxic T-cell infiltration and activity. Additional checkpoint blockade strengthened immune responses in experimental models. This is a targeted delivery and combination-immunotherapy proof of concept, rather than evidence of efficacy in patients.

Ethris

Ethris signs €30 million financing agreement with the EIB

Ethris signed a €30 million financing agreement with the European Investment Bank under HERA Invest to support respiratory mRNA medicines. Its development platform pairs stabilized mRNA with lipid nanoparticles designed for local respiratory delivery, with programs spanning respiratory disease and mucosal vaccines. The announcement describes bank financing, not an equity round or an unconditional grant, and does not establish clinical success.

AAPS PharmSciTech

Spray Freeze Drying for Solid Formulations of RNA Lipid Nanoparticles

Using yeast RNA as a model payload, researchers evaluated atomization, freezing, drying temperature, and annealing during spray-freeze drying of RNA-LNPs. Powder diffraction, microscopy, and solid-state NMR supported characterization. Sucrose outperformed trehalose in the tested systems, and annealing improved stability. Because the payload was model RNA, these findings do not directly establish therapeutic mRNA expression potency or clinical-product stability.

Mote Therapeutics

Mote and Axelyf cross-license CD8 T-cell-targeted LNP technology

Mote Therapeutics and Axelyf announced a cross-license combining Axelyf lipid nanoparticles with Mote’s CD8 T-cell-targeting binder. The companies intend to let third-party developers access the combined delivery technology through a single license while supplying their own nucleic acid payloads. Their approach uses mixing and noncovalent attachment. Financial terms were undisclosed, and clinical benefit was not established by the announcement.

Advanced science (Weinheim, Baden-Wurttemberg, Germany)

Dual pKa Lipid Nanoparticles for Lung-tropic mRNA Delivery and pH-Programmed Endosomal Escape

The study introduces an ionizable lipid with two apparent ionization transitions that persist after nanoparticle formulation. Following intravenous administration, the particles favored pulmonary mRNA expression and improved outcomes in an experimental acute lung inflammation model. Simulations linked protonation states to membrane interactions. The work provides a mechanistic design hypothesis, with selectivity and tolerability established only in the tested preclinical settings.

Quantoom Biosciences

Brazilian mRNA COVID-19 booster receives authorization to enter clinical testing

Quantoom, a technology partner, reported Anvisa authorization for clinical testing of a COVID-19 booster developed on Bio-Manguinhos/Fiocruz’s Brazilian mRNA platform. Preclinical, toxicology, and scale-up work preceded the authorization. Phase 1 recruitment is planned for the first quarter of 2027, subject to ethics approval. This is permission to conduct a trial, not marketing authorization or evidence of human vaccine efficacy.

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