Samsung Biologics opened a CHF 1.46 billion tender for PolyPeptide on 15 September, with 55.65% of shares already committed. CordenPharma closed its AmbioPharm acquisition in August. The scarce asset is not synthesis, it is purification.
An FT Lex column put potential US peptide sales near $80bn a year. Analysts quoted by Reuters put the market regulatory change would unlock at $2.2 to $3.3bn. Both are right, because they measure different things. The arithmetic behind each.
TwoStep Therapeutics cleared an IND for TS-104, a peptide-drug conjugate delivering MMAE through an integrin-binding peptide, alongside a $62.5m Series A. What PDCs change relative to antibody-drug conjugates, and what the public record does not yet say.
Novo Nordisk reported that 40.4% of children aged 6 to 11 fell below the obesity threshold on semaglutide against 0% on placebo. What that figure measures, why it is a secondary endpoint, how paediatric BMI thresholds work, and what the announcement did not report.
A Phase 1 study of BPC-157 after arthroscopic rotator cuff repair was posted to ClinicalTrials.gov on 3 September 2026. It is not the first registered human study, it states no dose, and it registers one endpoint. A close reading of the record.
On 28 August 2026 FDA approved Mimrylo (rusfertide) for polycythemia vera — the first hepcidin-mimetic peptide medicine. The mechanism is iron restriction, and it is a case study in engineering an unusable hormone into a drug.
Avexitide is a GLP-1 receptor antagonist — the same target as semaglutide, the opposite direction. In August 2026 it cut severe hypoglycaemic events by 55% in Phase 3. The pharmacology is a lesson in why direction matters.
A listed telehealth company with 2.9 million subscribers is preparing to sell peptides, and is already running stability testing on BPC-157. What that says about where this category is heading — and what the coverage keeps getting wrong.
At the FDA’s July 2026 compounding panel, six peptides passed and one failed: emideltide (DSIP). Why that single rejection is the most revealing vote of all.
Samsung Biologics has bid CHF 1.46bn for Swiss peptide CDMO PolyPeptide. A sober look at what the deal says about manufacturing capacity, and what it doesn’t.
Cookies
We use strictly necessary cookies to run the store. With your consent we also use analytics (order attribution) and marketing (Omnisend) cookies. Read our Cookie Policy.
