Estrogen Patch Boxed Warnings Revised, Novartis Writes Down Del-Desiran & Acumen Ends Sabirnetug

November 1, 2026 edition — delayed release. This recap covers October 26–30; its dated week-ahead items reflect preparation-time previews, not subsequently reported results. The FDA removed the cardiovascular disease, breast cancer and probable dementia risk statements from the boxed warnings on the Minivelle, Vivelle and Vivelle-Dot estradiol patches; Minivelle keeps its endometrial cancer box, and all three remain prescription products. Novartis took a $1.94 billion partial, noncash impairment on del-desiran after September's HARBOR miss, and Acumen ended sabirnetug after its Phase 2 Alzheimer's trial reduced plaque but missed on cognition and function. We also cover the FDA approval of Talzenna (talazoparib) plus Xtandi (enzalutamide), Lilly's retatrutide head-to-head against Ozempic (semaglutide), Genmab's petosemtamab survival result, Ilumya's psoriatic arthritis approval and Agios's new mitapivat decision date. Then the dated week ahead: Pfizer, Novo Nordisk, Recursion, SITC and AHA.Alex Mercer and Maya Patel host. Get the daily rundown in your inbox — subscribe at https://thepharmacloseout.com.