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Novo Nordisk's ZEUS Failure: The Inflammation Thesis Just Got Repriced

Sat, Aug 1, 2026 15 min Hosts: Alex Mercer & Maya Patel
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Ziltivekimab missed its primary endpoint in the 6,300-patient Phase 3 ZEUS trial, sending Novo Nordisk down 10% and dragging BioAge Labs down 60% and Monte Rosa Therapeutics down 30%. Also: AbbVie's Skyrizi posts $5.5 billion in quarterly sales matching Humira's best quarter as J&J's Icotyde looms, Regeneron beats on Dupixent strength with Sanofi pledging to rebuild trust, Bristol Myers Squibb beats into its Revlimid and Eliquis patent cliff, Madrigal's Rezdiffra grows 71% in MASH, and IMPACT Therapeutics licenses senaparib to Pharmanovia. Visit us at thepharmacloseout.com.

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