Articles by Nicholas Jacobus

In today’s Pharmaceutical Executive Daily, tariff uncertainty triggers a short-term surge in pharmaceutical manufacturing activity, workforce burnout threatens the stability of the blood supply, and industry leaders assess whether artificial intelligence in pharma is reaching a critical inflection point.

Global pharmaceutical production surged in 2025 due to tariff-driven front-loading but is expected to slow as trade uncertainty, patent expirations, pricing pressure, and shifting industrial policy reshape the industry’s growth, investment, and supply chain strategies.

In today’s Pharmaceutical Executive Daily, the World Health Organization finalizes the United States’ withdrawal from the global health body, Bristol Myers Squibb enters an $850 million collaboration with Janux Therapeutics to advance tumor-activated cancer therapies, and industry leaders examine how real-world data is increasingly shaping patient access decisions.

The decision is based on President Trump’s executive order issued last year.

Janux Therapeutics has partnered with Bristol Myers Squibb in a global licensing and collaboration deal to advance a tumor-activated therapy for solid tumors, combining Janux’s early-stage platform innovation with Bristol Myers Squibb’s clinical and commercial scale.

In today’s Pharmaceutical Executive Daily, a new study reignites debate over a potential link between Tylenol use and autism risk, TopGum signs a $12 million letter of intent to acquire US manufacturing operations, and industry leaders weigh whether to build or buy AI capabilities amid accelerating digital transformation.

Novavax and Pfizer announce a non-exclusive licensing deal giving Pfizer access to Novavax’s Matrix-M adjuvant technology, a move that underscores Novavax’s shift toward partnership-driven growth.

The acquisition includes several gummy products that are expected to begin launching in 2026.

Anders Romare, Advisory Board Member, causaLens, and former Novo Nordisk CDIO, outlines why artificial intelligence represents a structural turning point for the pharmaceutical industry.

In today’s Pharmaceutical Executive Daily, GSK moves to strengthen its immunology pipeline with a $2 billion acquisition of RAPT Therapeutics, Atkins launches a new partnership to better understand consumer mindsets around GLP-1 use, and Shionogi agrees to acquire Pfizer’s remaining stake in ViiV Healthcare.

Shionogi and GSK are streamlining ViiV Healthcare’s ownership by buying out Pfizer’s 11.7% stake, leaving the HIV specialist jointly owned by its two long-time partners.

GSK is strengthening its allergy and immunology pipeline with a $2.2 billion acquisition of RAPT Therapeutics which includes ozureprubart, a long-acting, potentially best-in-class anti-IgE antibody.

In today’s Pharmaceutical Executive Daily, Henlius enters a global exclusive licensing agreement with UMAb Biopharma for a potential best-in-class anti-IL-1RAP antibody, a new report highlights drugmakers raising list prices amid pricing agreements with the Trump administration, and Novartis urges governments to address mounting global trade policy challenges impacting the biopharmaceutical industry.

Atkins is leveraging a partnership with reality TV star Heather Gay and early clinical trial data to reposition nutrition as a critical, science-backed complement to GLP-1 weight-loss therapies.

Shanghai Henlius used the 2026 J.P. Morgan Healthcare Conference to announce an exclusive global license for a potentially best-in-class anti-IL-1RAP monoclonal antibody that expands the company beyond oncology into high-unmet-need autoimmune and inflammatory diseases.

Despite pledges to lower drug costs through Trump-backed pricing deals and direct-to-patient programs, pharmaceutical companies entered 2026 by raising list prices on hundreds of brand-name medicines, underscoring the limited impact of recent policy efforts on the broader U.S. drug pricing landscape.

The company composed a letter addressed to global governments to harness competitiveness and innovation to navigate the current global trade economy.

The president recently announced the healthcare initiative as an effort to bring healthcare price transparency to American patients.

Graham Goodrich, CCO, Apnimed, points to 2026 as a pivotal year marked by Apnimed’s planned NDA filing for AD109, the build-out of its commercial infrastructure and access strategy, and preparations for a potential FDA decision in early 2027.

Hayley Burgess SVP, Inovalon, talks about how specialty pharmacists are evolving from dispensers into precision-care partners, using integrated data, automation, and AI to personalize therapy decisions.

In today’s Pharmaceutical Executive Daily we will focus on the 44th Annual J.P. Morgan Healthcare Conference, with Genmab outlining a disciplined strategy focused on sustained growth over the next decade, AbbVie highlighting continued pipeline advancements as it prepares for future revenue transitions, and Novavax detailing its shift toward a partnership-driven operating model.

Novavax entered the 2026 J.P. Morgan Healthcare Conference positioning itself as a partner-driven company focused on monetizing its Matrix-M platform through diversified royalties and disciplined cost control.

Graham Goodrich, CCO, Apnimed, positions AD109 as a long-awaited, patient-acceptable therapy for untreated sleep apnea that delivers meaningful improvements in oxygenation, daily functioning, and peace of mind.

Hayley Burgess SVP, Inovalon, touches on integrated care mentioning to the industry's priority of shared real-time data across payers, providers, and pharmacies, can lead to it becoming reality.

In today’s Pharmaceutical Executive Daily we will focus on the 44th Annual J.P. Morgan Healthcare Conference, with Biogen outlining how a more focused company is emerging following years of transformation, Merck detailing its strategy to de-risk long-term funding and pipeline investment, and Eli Lilly reinforcing its confidence in sustaining GLP-1-driven growth.

Genmab used the 44th Annual J.P. Morgan Healthcare Conference to reposition itself as it enters 2026 with a reshaped business model.

Graham Goodrich, CCO, Apnimed, outlines how advances in diagnostics, growing recognition of sleep apnea’s systemic impact, and emerging oral therapies are driving renewed momentum in sleep medicine as Apnimed advances toward commercialization.

Michael O'Rourke, CEO of Re-Vana Therapeutics, touches on Re-Vana's transition from an academic spinout to a fully established biotech, marked by team expansion, facility growth, and validation of its sustained-delivery platform.

Hayley Burgess SVP, Inovalon, talks about how pharmacies preserve efficiency while strengthening patient care by using technology to unify data, streamline workflows, and proactively monitor high-risk patients across care transitions.

Bayer’s strategic portfolio refresh, late-stage pipeline progress, and operational efficiency positions the company for long-term growth across cardiovascular, oncology, and women’s health.