Competitive Intelligence Reports
A selection of recent reports across therapeutic areas, molecular targets, and indications. Each report is written by a domain expert and structured for investment and strategic decisions.
TL1A Drug Development Landscape: The Next Frontier in Autoimmune Therapy
Nine TL1A-targeting therapies are in active clinical development across Phase 1 through Phase 3, with no FDA-approved therapy yet on the market. Three Phase 3 programs are racing to become the first approved TL1A inhibitor: tulisokibart (Merck), which has already met its primary Phase 3 endpoint; afimkibart (Roche); and duvakitug (Sanofi and Teva). Ulcerative Colitis is the primary lead indication, with Crohn's Disease and a growing number of other autoimmune conditions being evaluated across the pipeline.
Read report →AbbVie's $10.9B Apogee Acquisition: What It Means for the TSLP Pipeline
AbbVie's $10.9B acquisition of Apogee Therapeutics on June 22, 2026 puts TSLP squarely in the spotlight: Apogee's anti-TSLP asset APG333 becomes AbbVie's first entry into the TSLP landscape, a space already anchored by AstraZeneca's approved tezepelumab. The broader TSLP pipeline spans 31 assets across discovery through phase 3, targeting atopic diseases including severe asthma, atopic dermatitis, allergic rhinitis, and eosinophilic esophagitis.
Read report →Chinese Biotech Pipeline in Respiratory Disease and IPF
Six early-stage pipeline assets from Chinese and South Korean biotech companies presented at ATS 2026, spanning Phase 1 through Phase 2a across idiopathic pulmonary fibrosis, mild-to-moderate asthma, and autoimmune pulmonary alveolar proteinosis.
Read report →Amylin-Based Therapeutics in Obesity and Type 2 Diabetes: A Drug Development Landscape Overview
10 of the most notable amylin-based assets that will soon define the amylin treatments landscape. From NDA filing to Phase 1 initiation, these therapies span DACRA, SARA, and combination GLP-1/GIP strategies across obesity, Type 2 Diabetes, and related comorbid conditions.
Read report →PDAC at ASCO 2026: The results that matter across 17 key pipeline assets
ASCO 2026 delivered a landmark readout for the PDAC space: daraxonrasib's phase 3 RASolute 302 trial approximately doubled both OS and PFS versus SOC chemotherapy in 2L metastatic PDAC, with HRs of 0.40 — a magnitude of benefit rarely seen in any randomized PDAC trial. Beyond daraxonrasib, five additional therapies showed meaningful early efficacy signals, five assets failed to meet primary endpoints, and seven early-stage programs warrant monitoring as they advance toward the PDAC market.
Read report →Daraxonrasib (RMC-6236) in PDAC: Independent Peak Sales Estimate
Independent bottom-up peak sales estimate for daraxonrasib (RMC-6236) in pancreatic ductal adenocarcinoma (PDAC). Daraxonrasib is Revolution Medicines' lead KRAS inhibitor, currently in late-stage development across KRAS-mutant solid tumors, with PDAC representing its most significant commercial opportunity given the high prevalence of KRAS mutations — present in roughly 90% of pancreatic cancer cases — and the near-absence of effective targeted therapies in this indication. Our central estimate is $8.5B in peak annual global sales for daraxonrasib in PDAC, modestly above the analyst consensus range of $5–7.6B. The estimate is built on a 55% peak market share assumption, reflecting daraxonrasib's potential as a best-in-class pan-KRAS inhibitor in a setting with limited direct competition, and a $200K annual net price benchmark derived from approved KRAS inhibitor comparables.
Read report →PDAC Clinical Trial Indication Mapping: Competitive Landscape 2026
Pancreatic ductal adenocarcinoma (PDAC) is one of the most heterogeneous and clinically complex solid tumor indications, with meaningful variation across disease stage, line of therapy, treatment backbone, and biomarker subgroup. As the PDAC clinical trial landscape has expanded, driven by advances in RAS-targeted therapy, DNA damage response, and tumor microenvironment biology, accurate indication mapping has become essential for understanding where each program competes and which patient populations are being addressed.
Read report →Idiopathic Pulmonary Fibrosis: Competitive Intelligence 2026
Five business development and financing events across the IPF therapeutic area: Avalyn Pharma's updated S-1/A filing targeting a $283 million IPO to advance inhaled pirfenidone (AP01) and inhaled nintedanib (AP02); Baseimmune's strategic entry into fibrosis with a preclinical IPF program; Cumberland Pharmaceuticals' $100 million asset sale to Apotex while retaining its ifetroban pipeline; Insilico Medicine's 2025 annual results highlighting $1.3 billion in new collaborations and Phase IIa proof-of-concept for its AI-discovered TNIK inhibitor Rentosertib; and Rein Therapeutics' public offering to fund operations through April 2027 with its RENEW Phase 2 trial for LTI-03 ongoing.
Read report →Amylin Competitive Intelligence: April 2026
Five developments across the amylin receptor agonist landscape: petrelintide's Phase 2 ZUPREME-1 trial showing up to 10.7% weight loss with placebo-like GI tolerability; ABBV-295 Phase 1 MAD data confirming up to 9.79% weight reduction with no SAEs; a published in vitro characterization of cagrilintide's skeletal muscle mitochondrial profile; Structure Therapeutics announcing ACCG-2671 NHP combination data at ADA 2026; and the AbbVie/Gubra licensing deal that brought ABBV-295 to a large-cap commercial partner.
Read report →ALS Drug Development Pipeline: Late Clinical Stage & NDA Submissions
7 ALS drugs tracked across four regulatory stages, from FDA-approved to Phase 3 ongoing, spanning 2023 through estimated 2029.
Read report →Relyvrio: FDA Approval Timeline
22 FDA regulatory interactions for AMX0035 (Relyvrio) spanning March 2016 through July 2021, covering IND submission, Fast Track denials, BTD denial, and pre-NDA planning.
Read report →Alzheimer's Disease Drug Development Pipeline: March 31, 2026
Seven events across seven companies defined the second half of March 2026, spanning all four event categories. Anavex withdrew its EU marketing authorization application for blarcamesine in early AD after the EMA CHMP indicated it could not issue a positive opinion. NeuroSense rescheduled its Health Canada pre-NDS meeting to May 2026 to strengthen the PrimeC regulatory package and signaled a near-term AD clinical readout. NKGen Biotech reported Phase 1 troculeucel data showing dose-responsive cognitive improvements in moderate AD at AD/PD 2026. Annovis Bio presented a Phase 3 enrollment update for buntanetap at AD/PD 2026 (760 participants, 83 US sites, dual 6- and 18-month readouts). ProMIS Neurosciences completed PRECISE-AD enrollment at 144 participants with DSMB clearance to the highest dose cohort and Q3 2026 blinded data expected. Acumen Pharmaceuticals closed a $35.75M RA Capital-led private placement to advance its TfR-targeting EBD program for AD. Lunai Bioworks acquired a prodrug BBB delivery platform from the Clemann Group for $20M in Series B Convertible Preferred.
Read report →AD/PD 2026 Conference Alzheimer's Preclinical and Clinical Developments
This report covers 41 clinical abstracts from AD/PD 2026, spanning Phase 1–3 trial updates, real-world evidence, and biomarker readouts across 30 named interventions. Anti-amyloid immunotherapy — led by lecanemab and donanemab — dominates the landscape, while valiltramiprosate (ALZ-801) emerges as the most active late-stage challenger with Phase 3 data showing cognitive benefits and hippocampal atrophy reversal in APOE4/4 homozygotes. Biomarker innovation, neuroinflammation, and non-amyloid pathways signal a field actively broadening beyond antibody-mediated amyloid clearance.
Read report →Alzheimer's Disease Drug Development Pipeline: March 15, 2026
The first two weeks of March 2026 marked meaningful progress across the neurodegeneration pipeline, with four clinical-stage companies advancing programs in Alzheimer's disease and related dementias. Cognition Therapeutics secured FDA alignment on a registrational pathway for zervimesine in dementia with Lewy bodies (DLB) psychosis — an indication with no approved therapies where many standard antipsychotics are contraindicated. CervoMed resolved a critical manufacturing challenge for neflamapimod, locking in a 50mg TID stable crystal formulation for its planned Phase 3 DLB trial. Passage Bio reported dual enrollment milestones in the upliFT-D gene therapy study for genetic frontotemporal dementia. Voyager Therapeutics outlined a 2026 clinical entry plan for two tau-targeting assets in Alzheimer's disease: VY1706, a tau-silencing gene therapy targeting IND submission in Q2, and VY7523, an anti-tau antibody with MAD trial enrollment complete and tau PET data expected in H2 2026.
Read report →TNF-α Drug Development Competitive Intelligence: Q1 2026
The first ten weeks of 2026 have delivered a notably active period for TNF-alpha-related clinical development, spanning neurology, dermatology, rheumatology, gastroenterology, and critical care. Four broad themes dominate the landscape: accelerating maturation of selective and next-generation TNF inhibitors led by XPro1595's FDA-aligned Phase 2b/3 registration pathway; emergence of bispecific antibody strategies pairing TNF-alpha inhibition with a second immune target; continued validation of established anti-TNF biologics in new indications; and growing evidence for non-biologic agents modulating TNF-alpha signaling as adjunctive therapies.
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