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JLSW Monday Digest #097: BOJ hikes to 1.25%, highest since 1995, the week the Fed cut. Higher rates weigh on pre-profit biotech. BMS drops Orum-derived degrader antibody after Ph1.

#BOJ #DrugDiscovery #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-monday-digest-20260921
September 20, 2026 at 9:16 PM
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JLSW Daily Brief #99: Novo Nordisk's 2030 plan (5+ blockbusters, oral GLP-1) drew a cool reception; shares fell 7%+ on Sep 21. Amgen's dazodalibep met its Ph3 primary endpoint in Sjögren's.

#GLP1 #NovoNordisk #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-daily-brief-09920260923
September 22, 2026 at 9:18 PM
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JLSW Daily Brief #98: MHLW studies a legal amendment to keep vaccines made in Japan by guaranteeing drugmakers peacetime revenue. Telix to buy ITM for up to $2.35B; ADARx files $319M IPO.

#MHLW #Radiopharmaceuticals #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-daily-brief-98
September 21, 2026 at 9:19 PM
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JLSW Daily Brief #017 + Monday Digest (5/25 Mon): MFN tariff→earnings, health-data coalition, Alecensa tissue-agnostic, ensitrelvir Ph3, avacopan.

#JapanPharma #MondayDigest #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-20260525-mon-monday
May 24, 2026 at 9:24 PM
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JLSW Daily Brief #017 + Monday Digest (5/25 Mon): MFN tariff→earnings, health-data coalition, Alecensa tissue-agnostic, ensitrelvir Ph3, avacopan.

#JapanPharma #MondayDigest #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-20260525-mon-monday
May 24, 2026 at 9:25 PM
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Japan LS: Takeda's oral TYK2 inhibitor zasocitinib beats BMS's Sotyktu in a Ph3 psoriasis trial. SUSMED's insomnia DTx app wins insurance reimbursement.

#Bristol-MyersSquibb #Takeda #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-20260612-fri
June 11, 2026 at 9:18 PM
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JLSW #016 (5/22):
- MHLW: 5 vaccines reviewed for FY27 routine immunization
- FUJIFILM Toyama Avigan to UK hantavirus trial
- Lilly retatrutide Ph3: bariatric-class wt loss

#Fujifilm #Takeda #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-20260522-fri
May 21, 2026 at 9:23 PM
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JLSW Monday Digest #090 (Sep 7): PorMedTec raised JPY 1bn from hospital group Tokushukai for gene-edited pig kidney xenotransplantation. MHLW to subsidize saliva-based periodontal screening from FY2026.

#PorMedTec #MHLW #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-monday-digest-20260907
September 6, 2026 at 9:17 PM
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JLSW Daily Brief #027: Lotte's healthcare CVC 2nd fund reportedly pivots to direct investment in Korean biotech, citing Japan pharma pipeline depletion. Plus AMED FY2026 grants.

#Lotte #AMED #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-20260608-mon
June 7, 2026 at 9:21 PM
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Japan LS, Jun 24: reshaping who builds/owns regen med & gene therapy.
- Takara Bio: GMP cell mfg to Sumitomo's S-RACMO
- Astellas buys Sangamo's Fabry GT ST-920

#GeneTherapy #RegenMed #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-20260624-wed
June 23, 2026 at 9:22 PM
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JLSW Daily Brief #095 (Sep 17): Eisai/Biogen's subcutaneous Leqembi (lecanemab) approved in Japan, enabling at-home dosing. Ono's cenobamate approved for partial-onset seizures. RegCell raises ~JPY10B.

#Eisai #Ono #LifeSciencesJapan
https://jlsweekly.substack.com/p/jlsw-daily-brief-95
September 16, 2026 at 9:16 PM
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JLSW Daily Brief #094 (Sep 15): Enhertu (Daiichi/AZ) hits PFS in 1L HER2m NSCLC Ph3 DESTINY-Lung04, 14.3 vs 8.3 mo. Takeda's zasocitinib gets FDA priority review in psoriasis. MHLW/PMDA join Project Orbis.

#Daiichi #GSK #LifeSciencesJapan
https://jlsweekly.substack.com/p/p3fdarezilient3
September 14, 2026 at 9:17 PM
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JLSW Daily Brief #092 (Sep 9): Kyowa Kirin's anti-VEGF eye drop KHK4951 misses primary endpoint in nAMD Ph2. Medipal names new CEO after 14 yrs. Novo halts 2 more heart trials.

#KyowaKirin #NovoNordisk #LifeSciencesJapan
https://jlsweekly.substack.com/p/vegfkhk4951p2novo-nordisk2
September 8, 2026 at 9:16 PM
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JLSW Daily Brief #091 (Sep 8): Shionogi's cefiderocol approved in Australia (TGA). Belite Bio files tinlarebant for Stargardt disease in Japan. AbbVie closes Apogee.

#Shionogi #AbbVie #LifeSciencesJapan
https://jlsweekly.substack.com/p/abbvieapogee109
September 7, 2026 at 9:17 PM
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JLSW Daily Brief #072 (Aug 12): Japan LS thin on Aug 11; METI keeps its PFS/SIB pay-for-success menu in place. Overseas: Amgen reported preparing a new R&D center in Hyderabad, India.

#SIB #Amgen #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-august-12
August 11, 2026 at 9:18 PM
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Japan LS Aug 10: DT Axis aims for Japan's first DTx two-stage approval (depression app). Overseas: Jazz to buy Actio Biosciences for up to $1.32B; Sobi–Innate deal up to $580M.

#DTx #RareDisease #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-august-11
August 10, 2026 at 9:19 PM
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Japan LS Aug 6: Chugai filed to expand satralizumab to MOGAD relapse prevention, set to be Japan's first MOGAD drug. Overseas: Alteogen-Biogen SC license up to $365m.

#Biogen #Chugai #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-august-6-2026-thu
August 5, 2026 at 9:18 PM
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Japan LS Aug 4: MHLW panel endorsed Takeda's oveporexton, Japan's first narcolepsy type 1 drug. Overseas: AstraZeneca-BMS merger talks, Curium-Lantheus $8bn.

#Takeda #AstraZeneca #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-august-4-2026-tue
August 3, 2026 at 9:19 PM
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Japan LS Monday Digest: JPMA estimates a US MFN drug-pricing policy could swing Japan's added value by ~13tn yen a year by 2040.

#DrugPricing #MFN #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-monday-digest-august
August 2, 2026 at 9:18 PM
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Japan LS: MHLW asked 5 bodies to secure stable drug supply after the Kumamoto quake. Shionogi began US sales of Xocova; Eisai's Leqembi Apr-Jun global sales ¥29.3B.

#Shionogi #Eisai #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-july-30-2026-thu
July 29, 2026 at 9:21 PM
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Jul 28 Japan LS: Otsuka lifts H1 guidance, net profit seen +24% YoY. MHLW panel endorses 17 products incl GSK's hepatitis B drug bepirovirsen. GSK starts a £1.9B cost-cut.

#GSK #Roche #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-july-29-2026-wed
July 28, 2026 at 9:18 PM
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Jul 27 Japan pharma: Otsuka's ADHD drug SIMTRIYO wins US FDA approval. Chugai lifts H1 net profit ~19% and adds a Strategic Investment Division for M&A.

#Chugai #Daiichi #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-july-28-2026-tue
July 27, 2026 at 9:19 PM
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Jul 23 Japan pharma: MHLW's U.E.N.O.Plan tilts policy to prevention. Takeda wins world-first China OK for orexin drug Ozeiful; Samsung Biologics bids for PolyPeptide.

#Pharma #CDMO #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-july-24-2026-fri
July 23, 2026 at 9:21 PM
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Japan advanced medicine, 3 fronts Jul 22: iPS sheet 'Reheart' insured, Cabinet backs single-IRB for trials, Fujifilm aneurysm-AI approved.

#iPSCells #MedicalAI #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-july-23-2026-thu
July 22, 2026 at 9:23 PM
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Who owns Japan's drug manufacturing base?
- DNP to buy API maker Kyowa Pharma Chemical
- Ueno eyes support for domestic immunoglobulin supply
- J&J cutting pharma footprint

#AstraZeneca #Johnson&Johnson #LifeSciencesJapan
https://jlsweeklyen.substack.com/p/jlsw-daily-brief-july-16-2026-thu
July 15, 2026 at 9:20 PM