PUBLIC INDUSTRY INTELLIGENCE

Industry updates · Page 3

Follow sourced scientific, clinical, partnership, capacity, and financial developments. Factual summaries and business interpretations are presented separately.

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Alnylam

Alnylam schedules five-year HELIOS-B follow-up at AHA

Alnylam announced AHA and ISA presentations covering vutrisiran in transthyretin amyloidosis, including five-year HELIOS-B follow-up with two years of open-label extension data. Planned analyses also examine exercise capacity, cardiopulmonary measures, and real-world treatment patterns. The announcement previews forthcoming presentations; open-label and post hoc analyses require interpretation distinct from randomized comparisons.

Precision BioSciences

Precision BioSciences updates ARCUS in vivo editing programs in third-quarter report

Precision BioSciences updated its ARCUS in vivo editing portfolio in its third-quarter report. The company described ongoing ELIMINATE-B evaluation of PBGENE-HBV and the Phase 1/2 FUNCTION-DMD study of PBGENE-DMD, which uses AAV delivery. Planned data releases and management expectations should be distinguished from completed clinical outcomes.

AAPS Open

Perspective maps oligonucleotide conjugation strategies beyond liver targeting

An AAPS Open perspective surveys conjugation strategies for antisense oligonucleotides and siRNAs, including small-molecule ligands, cell-penetrating peptides, antibodies, and aptamers. The abstract contrasts clinically established GalNAc delivery with emerging approaches to extrahepatic tissues and discusses translation challenges. This is a synthesis of delivery platforms and clinical progress, rather than a new experimental or clinical efficacy study.

AAPS Open

Compaction density reveals reversible urea polymorph changes under pressure

An AAPS Open study used a compaction simulator to track reversible density changes in urea between 600 and 900 MPa, consistent with its known form I-to-III transformation. The original abstract proposes in-die density monitoring as a material-sparing screen for pressure-induced phase changes. Applicability depends on a sufficiently large density difference; urea is the demonstrated model compound.

Samsung Biologics

Samsung reports 97.66% tendered shares in provisional PolyPeptide offer result

Samsung Biologics reported that 97.66% of PolyPeptide's issued shares had been tendered by October 30, with a provisional participation rate of 97.99% including concert parties. Its November 2 notice postponed settlement and anticipated completion in late 2026 or the first quarter of 2027, subject to remaining offer conditions and regulatory approvals.

Fresenius

Fresenius gains development options on up to 37 WuXi Biologics biosimilar candidates

Fresenius signed an exclusive development agreement with WuXi Biologics providing access to up to 37 biosimilar candidates over the next decade. Initial work is expected to focus on polatuzumab vedotin and teprotumumab biosimilars. Fresenius retains selection flexibility and commercialization economics; the candidate count is an option-based opportunity, not 37 approved products.

U.S. Food and Drug Administration

FDA finalizes lifecycle potency assurance guidance for cell and gene therapies

FDA announced final guidance on potency assurance for cellular and gene therapies on November 2. Its recommendations integrate manufacturing-process design, material and process controls, in-process testing, and lot-release potency assays. The agency emphasizes product-specific, risk-based strategies across development and commercialization; this is final guidance, not approval of any individual therapy.

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