1/5 BREAKING NEWS: Novartis pays $2B upfront to acquire Synnovation Therapeutics's pan-mutant-selective PI3Kฮฑ inhibitor program โ a strategic bet to defend its breast cancer franchise. ๐งต
4/5 The lead asset: SNV4818 โ a pan-mutant-selective PI3Kฮฑ inhibitor in Phase 1/2 in breast cancer and solid tumors.
Being tested as:
โธ Monotherapy
โธ + Faslodex
โธ + Ibrance
1/7 These drugs generated the highest sales in 2025 โ and 2025 marked a genuine shift in who holds the power. ๐งต
6/7 Blockbusters still dominate โ but the map is being redrawn. Onco-immunology built the last decade. GLP-1s may define the next one.
1/6 BIG NEWS: Johnson & Johnson reports an 89% complete response rate with intravesical targeted therapy in early-stage bladder cancer ๐งต
5/6 Phase 1 results:
โ
89% complete response rate (intermediate-risk)
โ
83% recurrence-free at 12 months (high-risk)
โ
Median duration of complete response: 18 months
Which drugs drove the most revenue for pharma giants in 2025?
I mapped the top 3 selling medicines across 12 major companies - from $41B to $65B in revenue.
Here's what the data tells us ๐งต
@abbvie deserves a mention.
Skyrizi and Rinvoq have more than absorbed the Humira biosimilar erosion - a transition many analysts flagged as an existential risk just a few years ago.
That's pipeline execution done right.




