Catalent

Lisata Therapeutics has entered a global, non-exclusive license agreement with Catalent granting Catalent rights to use the cyclic iRGD peptide Certepetid for antibody–drug conjugates within the SMARTag-ADC platform. Catalent will cover research, development and commercialization costs; Lisata will receive milestone payments of up to $10.5 million as well as tiered revenue participation and shares of sublicense payments. Catalent may terminate the agreement with 30 days' notice; Lisata retains a right of first negotiation in out-licensing processes. Additionally, Lisata reported Q2 results with better-than-expected EPS performance, about $22 million in cash and a buy recommendation from H.C. Wainwright with a $15.00 price target. » More on de.investing.com

Catalent has obtained worldwide, non-exclusive rights to evaluate Certepetide and its analogs as payloads in antibody–drug conjugates and can integrate the peptide into its SMARTag ADC platform. The agreement permits collaborations with third parties and includes staged milestone payments of more than $10 million plus revenue participation for Lisata. Preclinical data on integrating iRGD peptides into SMARTag ADCs will be presented in November at the World ADC Conference. Certepetide holds Fast Track and orphan drug status for certain indications, supporting its clinical relevance. » More on de.investing.com

An inspection at manufacturer Catalent initially delayed the U.S. approval process for a higher-dose Eylea. Novo Nordisk (after acquiring Catalent) provided comprehensive responses to the FDA in early August 2025, according to Regeneron. Regeneron expects the production issues to be resolved quickly and for the FDA to rule on the applications in the fourth quarter, which gave the stock a strong boost and also lifted Scholar Rock. Analysts view the earlier timing of the decision as positive for Regeneron. » More on deraktionaer.de