Pharma & Biotech

Published and upcoming reports

Each report covers a single therapy in a single indication, published within days of approval. A free two page executive summary is available for every published report.

Published

Full reports are 25 pages with internal team sharing included. Reports marked available now download instantly after payment; others are written on order and delivered within 5 business days.

Free summary availableFDA approvedPsychiatryNeuroscienceNovember 2026

Weltruza (olanzapine extended release injectable) in Schizophrenia

Approved on 9 October 2026, Teva's Weltruza is the first once monthly subcutaneous olanzapine and the first olanzapine long acting injectable without post injection monitoring. The report sizes its share of the US long acting antipsychotic market against Invega, Abilify Maintena and Teva's own Uzedy.

Base case US 2031: ~USD 562M PANSS −11.3 vs placebo No post injection monitoring
Read the overview →
USD 650
Order full report → Free executive summary Delivered within 5 business days
Free summary availableFDA approvedDiabetesPediatricsNovember 2026

Awiqli (insulin icodec) in Type 2 Diabetes, Age 10 and Older

On 23 October 2026 the FDA made Awiqli the first once weekly insulin approved for children 10 years and older, a month after Lilly's Onswik was approved for adults only. The report sizes the US weekly insulin opportunity across adults and children and what the children's label is really worth.

Base case US 2031: ~USD 267M HbA1c reduction 1.57 vs 1.32 points One injection a week
Read the overview →
USD 650
Order full report → Free executive summary Delivered within 5 business days
Free summary availablePhase III readoutDermatologyImmunologyOctober 2026

Lutikizumab in Hidradenitis Suppurativa

AbbVie's lutikizumab, the first antibody to block both IL-1 alpha and IL-1 beta, met its Phase III goal in hidradenitis suppurativa on 22 October 2026 with a clean safety profile, but by a modest margin. The report assesses its chances against Humira, Cosentyx and Bimzelx ahead of a planned 2027 filing.

Base case US 2032: ~USD 450M HiSCR75 31.4% vs 23.4% Filing planned H2 2027
Read the overview →
USD 650
Order full report → Free executive summary Delivered within 5 business days
Free summary availableFDA approvedInfectious diseaseTransplantOctober 2026

Hovilpri (pritelivir) in Refractory Herpes Simplex

FDA approval on 9 October 2026 made Hovilpri the first helicase primase inhibitor, an oral option for immunocompromised adults whose herpes lesions do not respond to standard antivirals. The report sizes a small but high value niche now served by toxic intravenous drugs.

Base case US 2031: ~USD 54M Healed by day 28: 63% vs 34% Stopped for side effects: 2% vs 20%
Read the overview →
USD 650
Order full report → Free executive summary Delivered within 5 business days
Free summary availableFDA approvedObesityDiabetesOctober 2026

Foundayo (orforglipron) in Obesity and Type 2 Diabetes

Lilly's Foundayo is the first GLP-1 pill that can be taken at any time without food or water rules, approved by the FDA for obesity on 1 April 2026 and backed by the EU committee on 16 October 2026. The report assesses how far an easy to take, easy to make pill can widen the market against the Wegovy pill and the injectables.

Base case US 2031: ~USD 12B 12.4% weight loss at 72 weeks Self pay USD 149 to 349 a month
Read the overview →
USD 650
Order full report → Free executive summary Delivered within 5 business days
Free summary availableFDA approvedOncologyPrecision medicineOctober 2026

Rasonque (daraxonrasib) in Metastatic Pancreatic Cancer

FDA approval on 26 August 2026 made Revolution Medicines' Rasonque the first RAS(ON) inhibitor, after it roughly doubled survival over chemotherapy in previously treated metastatic pancreatic cancer. The report assesses the second line launch, the first line opportunity, and the toxicity and pricing questions that will shape uptake.

Base case US 2031: ~USD 1.8B Survival 13.2 vs 6.7 months ~20k US patients a year in second line
Read the overview →
USD 650
Order full report → Free executive summary Delivered within 5 business days
Free summary availableFDA approvedHepatologyInfectious diseaseOctober 2026

Hibsago (bepirovirsen) in Chronic Hepatitis B

FDA approval on 20 October 2026 made GSK's Hibsago the first antisense therapy for chronic hepatitis B and the first drug to deliver functional cure in a meaningful share of patients. The report assesses how far a narrow label, a boxed warning and specialist monitoring will limit a fixed 24 week course.

Base case US peak: ~USD 480M (2031) Functional cure: 19% vs 0% ~84k US patients fit the label
Read the overview →
USD 650
Order full report → Free executive summary Delivered within 5 business days
Available nowFDA approvedOphthalmologyImmunologyOctober 2026

Enspryng (satralizumab-mwge) in Thyroid Eye Disease

FDA approval on 15 October 2026 made Enspryng the first thyroid eye disease therapy that patients can inject themselves at home. The report assesses whether convenience can win share from an established intravenous market leader, despite a missed primary endpoint in one pivotal trial.

Base case US peak: ~USD 260M (2031) Global peak: ~USD 400M (2032) Six access risks identified

Upcoming

Coverage is selected from recent FDA and EMA approvals and Phase III readouts with meaningful commercial questions. Reports are added here as they enter production.

In production

Next report: to be announced

Download any free executive summary to be notified the day the next report is published.

Need a product we have not covered?

We accept a limited number of custom reports, using the same structure and methodology as our published reports. Tell us the product, the indication and your deadline.

Request coverage