BioMed Nexus Daily Updates

Your essential biotech, medtech, and pharma recap — no noise, just what matters.

📌TL;DR

  • The FDA's leadership vacuum expanded dramatically last week. Within days of Commissioner Makary's resignation, acting CDER head Tracy Beth Høeg was fired, acting CBER head Katherine Szarama departed after three weeks on the job, and Chief of Staff Jim Traficant was removed. Michael Davis is now acting CDER director. Karim Mikhail is acting CBER director. Lowell Zeta is acting chief of staff. Capital Alpha analysts wrote that "Makary oversaw what must be the most damaging period in FDA history."

  • CDER has had five different heads in a single year, according to Drug Topics. BioSpace reported that fewer than half of senior FDA leaders from six months ago remain at the agency.

  • Relay Therapeutics (RLAY) reported Phase data for zovegalisib showing a 60% response rate in vascular anomalies, outpacing Novartis's Vijoice in what BioPharma Dive described as potentially superior efficacy.

  • AbbVie (ABBV) reached patent settlements delaying the arrival of generic Rinvoq until 2037, extending four additional years of exclusivity for a drug that generated approximately $6B in 2024 sales, according to BioPharma Dive.

Executive Takeaway

The FDA is now operating with acting leaders in every senior position that matters for drug and biologics review. Commissioner: acting (Diamantas, food background). CDER director: acting (Davis, third acting head in months). CBER director: acting (Mikhail, former pharma exec who joined the FDA in 2025). Chief of staff: acting (Zeta, promoted from deputy commissioner). The cascade happened in 72 hours. Høeg said on social media that she was fired. Szarama departed after serving just three weeks as CBER head (she replaced Vinay Prasad, who left at the end of April). Traficant was removed from his position but is reportedly staying in an advisory role. Capital Alpha predicted an "unprecedented" and "prolonged" leadership vacuum, adding that the administration "might struggle to find a suitable candidate who will want the job." This is not just a governance problem. It is a capacity problem. Every NDA, BLA, PDUFA action, advisory committee meeting, and emergency authorization (including the Ebola PHEIC response) runs through CDER or CBER. When the people making those decisions are new, acting, and potentially temporary, review timelines risk slowing, institutional knowledge erodes, and regulatory predictability declines. For companies with filings pending or planned (Revolution Medicines, Lilly Foundayo T2D, Teva ecopipam, and dozens of others), the practical question is whether the FDA can maintain review-cycle continuity through this transition. 👉 Read Full Analysis

🔮 What To Watch

  • Review-Cycle Continuity: Watch for any PDUFA date changes, advisory committee postponements, or filing acknowledgment delays in the coming weeks. These would be the first tangible signs that the leadership vacuum is affecting operations.

  • Permanent Commissioner Nominee: Kennedy said the search will proceed "with urgency." Capital Alpha is skeptical the administration will find a willing candidate. Senate confirmation (Makary was 56-44) adds further delay.

  • ASCO (10 days): Revolution Medicines plenary session May 31. Full Phase 3 RASolute 302 data.

  • Relay Therapeutics Vascular Anomalies: The 60% response rate positions zovegalisib as a potential first-in-class or best-in-class in a rare disease with limited options. Watch for regulatory pathway discussions.

  • Ebola PHEIC Response: The FDA must coordinate emergency countermeasure development for the Bundibugyo strain. CBER oversees vaccine and biologic responses. The new acting CBER head (Mikhail) is managing this with no institutional tenure.

🌍 Regulatory

FDA Loses Three More Senior Leaders in 72 Hours

What Happened: Within days of Commissioner Makary's May 12 resignation, three additional senior leaders departed:

Tracy Beth Høeg (CDER acting director): Fired, according to her own social media post. Høeg had served as acting CDER head since late 2025 after Richard Pazdur departed. She rose to prominence for challenging U.S. vaccine policy during COVID-19. Reuters first reported her departure May 16. She has been replaced by Michael Davis, who had been CDER deputy director for approximately one year.

Katherine Szarama (CBER acting director): Departed after just three weeks in the role. She had replaced Vinay Prasad, who left at the end of April. Szarama is expected to remain at the FDA in another capacity to support product-related issues. Karim Mikhail, a former pharmaceutical executive who joined the FDA in 2025, has been named acting CBER director.

Jim Traficant (Chief of Staff): Removed from his position, according to The Guardian. Traficant had been chair and CEO of Citadel Sciences before joining the FDA in March 2025. He is reportedly staying on in an advisory role. Lowell Zeta, previously deputy commissioner and special counsel, was named acting chief of staff.

Executive Impact: Drug Topics reported that CDER alone has had five different heads in the span of a single year. BioSpace reported that fewer than half of senior FDA leaders from six months ago remain at the agency. Capital Alpha wrote: "Makary oversaw what must be the most damaging period in FDA history." The firm predicted the administration "might struggle to find a suitable candidate who will want the job." PharmExec described the situation as raising "near-term risks for review-cycle continuity, policy coherence, and external stakeholder confidence across drugs, biologics, and vaccines." The FDA's organizational chart was updated on May 16 to reflect the new chain of command.

🔬 Clinical & Research Updates

Relay Therapeutics Outpaces Novartis with 60% Response in Vascular Anomalies RLAY

Relay Therapeutics reported data from the Phase ReInspire trial of zovegalisib in vascular anomalies, showing a 60% response rate, according to BioSpace. BioPharma Dive noted the findings "suggest the therapy could be superior to Novartis' Vijoice at treating 'vascular anomalies,' a cluster of chronic conditions with few available treatments." RLAY shares rose 11.3% in premarket trading on the news. Zovegalisib is a PI3Kα mutant-selective inhibitor, the same target as Vijoice (alpelisib), but designed for improved selectivity that could translate to better tolerability.

BioMarin Suffers Phase 3 Flop in Rare Disease BMRN

BioMarin reported a Phase 3 failure in its rare disease portfolio, according to BioSpace, which described it as "another blow." The specifics of the program and indication were not detailed in initial reports, but the failure adds to a challenging stretch for BioMarin's pipeline. The company has been building its rare disease franchise around Voxzogo (achondroplasia) and Roctavian (hemophilia A gene therapy).

🏢 Corporate & IP

AbbVie Locks Rinvoq Generics Out Until 2037 ABBV

AbbVie reached patent settlements delaying the arrival of generic versions of Rinvoq (upadacitinib) until 2037, according to BioPharma Dive, enabling approximately four additional years of exclusivity. BioPharma Dive reported the drug generated approximately $6B in 2024 sales. The settlement follows the AbbVie playbook used with Humira, which maintained market exclusivity years beyond its original patent expiration through an extensive patent estate and settlement strategy. For AbbVie, which is navigating the post-Humira transition through Skyrizi and Rinvoq growth, extending Rinvoq's exclusivity to 2037 significantly reduces the near-term patent cliff risk.

📅 The Week Ahead

  • Late May: Commerce Section 232 report on medical devices expected

  • May 29: FDA RTCT public comment period closes

  • May 29 to June 2: ASCO Annual Meeting (Chicago)

  • May 31: ASCO plenary: RASolute 302 full data (RVMD)

  • June 4: Jefferies Global Healthcare Conference (New York)

🔓 BioMed Nexus Pro: Institutional Intelligence Brief

🧠 FDA Leadership Map: Who Is Running What

Position

Previous

Current (Acting)

Background

Commissioner

Marty Makary (resigned May 12)

Kyle Diamantas

Food group deputy commissioner

CDER Director

Tracy Beth Høeg (fired May 16)

Michael Davis

CDER deputy director (~1 year)

CBER Director

Katherine Szarama (departed after 3 weeks)

Karim Mikhail

Former pharma exec, joined FDA 2025

Chief of Staff

Jim Traficant (removed)

Lowell Zeta

Deputy commissioner/special counsel

CDC Director

Vacant

Vacant

N/A

Surgeon General

Vacant

Vacant

N/A

Six of the most important public health leadership positions in the U.S. government are either vacant or held by acting appointees with limited tenure. CDER has had five heads in one year. PharmExec described this as raising "near-term risks for review-cycle continuity, policy coherence, and external stakeholder confidence."

For companies with pending filings: there is no indication that PDUFA timelines have slipped. The FDA career staff who manage day-to-day review operations remain in place. But institutional leadership sets priorities, resolves disputes between review divisions, and makes final decisions on contentious applications. Without permanent leaders, those decisions take longer or default to the most conservative option.

💊 PI3Kα in Vascular Anomalies

Vascular anomalies are a cluster of rare conditions involving abnormal blood vessel or lymphatic vessel growth. Novartis's Vijoice (alpelisib) was approved in 2022 for PIK3CA-related overgrowth spectrum (PROS), but its use is limited by metabolic side effects (hyperglycemia, rash). Relay's zovegalisib is a mutant-selective PI3Kα inhibitor, designed to target the mutant form of PI3Kα while sparing the wild-type form. This selectivity should reduce the metabolic side effects that limit Vijoice.

The 60% response rate in the ReInspire trial compares favorably to Vijoice's clinical data, though cross-trial comparisons carry limitations. If zovegalisib demonstrates a cleaner safety profile alongside superior or comparable efficacy, it could become the preferred treatment in a space where the current standard has significant tolerability limitations.

📊 AbbVie's IP Fortress

The Rinvoq 2037 settlement extends AbbVie's playbook. With Humira, AbbVie built a patent thicket of 100+ patents and settled with biosimilar challengers to delay competition by years. The same strategy is now protecting Rinvoq.

The math: Rinvoq generated ~$6B in 2024 (BioPharma Dive). Four additional years of exclusivity (2033 original to 2037 settlement) at a conservative growth trajectory could represent $25B+ in protected cumulative revenue. That is the value of patent strategy executed well. For competitors developing JAK inhibitors or next-generation immunology agents, the 2037 date pushes the competitive window further out.

🎯 Catalyst Calendar: May 2026 Forward

Date

Event

Tickers

Ongoing

WHO Ebola PHEIC response (Bundibugyo, DRC + Uganda)

MRK, MRNA, BNTX

Ongoing

FDA leadership transition (acting heads across all centers)

N/A

Late May

Commerce Section 232 report on medical devices expected

MDT, BSX, SYK, ISRG

May 29

FDA RTCT public comment period closes

N/A

May 29 to June 2

ASCO Annual Meeting (Chicago)

Multiple

May 31

ASCO plenary: RASolute 302 full data

RVMD

June 4

Jefferies Global Healthcare Conference (New York)

Multiple

June 2026

Takeda CEO transition (Julie Kim)

TAK

Late Q2

Lilly Foundayo T2D filing under CNPV

LLY

Q3 2026

Revolution Medicines daraxonrasib approval projected (Truist)

RVMD

July 1

Medicare GLP-1 Bridge program launches

LLY, NVO

Q3 2026

Teva/Emalex close expected

TEVA

July 31

Section 232 pharma tariffs effective (large companies)

Multiple

H2 2026

Foundayo T2D regulatory action expected

LLY

H2 2026

Lilly/Kelonia close expected

LLY

H2 2026

Ajax proof-of-concept data expected

LLY

H2 2026

Merck sac-TMT filing expected

MRK

Mid-2026

Lilly retatrutide Phase 3 obesity readouts (TRIUMPH program)

LLY

Sept 19

Ultragenyx UX111 PDUFA (Sanfilippo Type A gene therapy)

RARE

Sept 29

Section 232 pharma tariffs effective (all other companies)

Multiple

2037

AbbVie Rinvoq generic entry (settlement date)

ABBV

Dec 7

Lilly Investment Community Meeting

LLY

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