Weekly Wrap

研报英文原文证据摘录

Weekly Wrap

EUROPE | Pharmaceuticals EquityJuneResearch7, 2026

Weekly Wrap Key Research Published:

Pharma: ASCO Takeaways From OverWe provide a short summary of key updates and additional tidbits across •

our European Pharma, Biopharma, and Biotech coverage. The Weekend: Focus on AZN & GSK

Camurus: Eli Lilly Exercises Option •

for Amylin; Positive Signal for Other

Kerendia Phase III data supports expansion into broader CKD population: Bayer reported

Candidates

positive Phase III FIND-CKD data for Kerendia (finerenone) in non-diabetic CKD, showing a

Lundbeck: Worth PROCEEDing instatistically significant improvement in kidney function decline, with eGFR slope improving •

Chronic Migraineby c.0.7 ml/min/year versus placebo, alongside a 23% reduction in the composite kidney-

cardiovascular risk (HR 0.77). Importantly, efficacy was consistent with prior diabetic CKD Insights from Jefferies 2026 New York

data, with no new safety concerns. As Kerendia is already approved in diabetic CKD, this read- Healthcare Conference:

out opens a much larger non-diabetic population, which represents more than half of total CKD

patients. GSK: There's Stuff Cooking in the •

Oncology Kitchen

UCB dapirolizumab data supports progression but insufficient for de-risking: UCB reported Roche: Gearing to Execute onPhase III data for dapirolizumab pegol in systemic lupus, meeting its primary endpoint with a •

Launches

BICLA response of 50% vs 35% on placebo at Week 48, alongside improvements in disease

Novartis: Focus on Remibrutinibactivity, flares and steroid reduction. Safety was broadly manageable, with serious adverse •

Safety & Enthusiasm for BTKi in HS

events lower than placebo, although one key secondary endpoint was not met.

Sanofi: No Standstill during Changing •