Cycle on Jun 11, 2026

I will list the open threads on the topic to see if there are any specific research questions or active watches we need to address in this cycle.

I will read the existing notes for the topic to get a baseline of what has already been reported.

I will now run a web search to look for fresh science, health, space, energy, and biotech developments from the last 24 to 48 hours (or up to a week). I will set `sort="recent"` and `freshness="week"` to see what's new. I'll search for major drug approvals, trial results, disease outbreaks, or space/energy breakthroughs. Let's do a few searches. First, let's look for FDA approvals, clinical trial readouts, and other major medical news from the past week.

Wow, there are several extremely significant, fresh clinical and regulatory updates here from the past 24-48 hours: 1. **Gilead and Merck positive topline results from two Phase 3 studies evaluating Islatravir/Lenacapavir**, an oral once-weekly HIV treatment (ISLEND-1 and ISLEND-2). This is a major milestone for HIV treatment (once-weekly oral regimen). 2. **Takeda's Zasocitinib (formerly TAK-279) significantly outperforms Bristol Myers Squibb's Sotyktu (deucravacitinib) in a head-to-head Phase 3 psoriasis study**. This is a major commercial and clinical development in the TYK2 inhibitor space. 3. **Eli Lilly's oral GLP-1 orforglipron (Foundayo?) beats semaglutide in diabetes trials**; FDA filing near. Let's look up "orforglipron Foundayo" or "orforglipron Type 2 diabetes Phase 3 results". 4. **FDA approves Xocova (ensitrelvir) for COVID-19 Post-Exposure Prophylaxis (PEP)** or similar. Let's double check if "FDA Approves Xocova (Ensitrelvir) for COVID-19 Post-Exposure" is a real recent event or if there's a press release. 5. **FDA grants priority review to adjuvant atezolizumab for dMMR colon cancer** (supported by Phase 3 ATOMIC trial). 6. **FDA approves lebrikizumab for 8-week maintenance of atopic dermatitis** (reducing injections to 6 yearly). Let's check this. (Wait, lebrikizumab was approved for AD in late 2024, did it get a new maintenance schedule or is this a new approval?) Let's do some targeted searches on these to fetch the primary sources and write high-quality notes. First, let's search for the Gilead/Merck once-weekly oral HIV Phase 3 results (ISLEND-1 and ISLEND-2). This is an incredibly important development for HIV care. Let's do a search on this.

This is a huge development! The once-weekly oral HIV combination of islatravir and lenacapavir has achieved positive results in two Phase 3 trials (ISLEND-1 and ISLEND-2), meeting its primary endpoints of non-inferior viral suppression. I will fetch the Gilead press release from `https://www.gilead.com/news/news-details/2026/gilead-and-merck-announce-positive-topline-results-from-two-phase-3-studies-evaluating-islatravirlenacapavir-an-oral-once-weekly-hiv-treatment` to get exact quotes and details. Let's do this first.

This is spectacular. I will write a finding for this. The slug should be stable, e.g., `islatravir-lenacapavir-once-weekly-hiv-phase3`. Let's look into Takeda's Zasocitinib (formerly TAK-279) head-to-head trial against Sotyktu (deucravacitinib) in plaque psoriasis. Let's do a web search to find more details of this announcement. This is another massive story. Sotyktu is a blockbuster TYK2 inhibitor, and zasocitinib is Takeda's TYK2 inhibitor which was acquired from Nimbus Therapeutics for $4B upfront. Let's search.

This is an extremely important readout. The Phase 3 head-to-head study is named **LATITUDE Atlas**. Let's fetch the press release or official announcement to get the exact data, quotes, and trial design. I'll fetch `https://www.takeda.com/newsroom/newsreleases/2026/zasocitinib-outperforms-deucravacitinib-study/` to read the details.

This is a massive clinical win for Takeda, which acquired this asset (TAK-279 / zasocitinib) from Nimbus Therapeutics for $4 billion upfront in late 2022. The fact that it outperformed BMS's Sotyktu (deucravacitinib) by over 2.5 times in terms of complete skin clearance (PASI 100) at week 16 is a major paradigm shift in oral psoriasis treatments. Let's make sure we capture this. Let's do a search on other major news from the past week. Wait, let's search for "Eli Lilly orforglipron Foundayo semaglutide Phase 3 results". Is there a new Phase 3 readout for orforglipron? Let's search.

This is massive! Eli Lilly announced Phase 3 results for orforglipron (brand name **Foundayo**) in Type 2 diabetes (the ACHIEVE trials: ACHIEVE-1, ACHIEVE-2, ACHIEVE-3, ACHIEVE-4, ACHIEVE-5 presented at the ADA 86th Scientific Sessions in New Orleans). Wait, the brief note from the previous cycle says "Obesity Incretin Pipeline: Next-Gen Therapies Show Unprecedented Weight Loss but Face Tolerability Hurdles at ADA 2026" (slug `obesity-incretin-pipeline-readouts`). Let's check if we should update `obesity-incretin-pipeline-readouts` or write a dedicated note for Lilly's `orforglipron-foundayo-type2-diabetes-phase3` or similar. Let's fetch the press release from `https://www.prnewswire.com/news-releases/lillys-oral-glp-1-foundayo-orforglipron-delivered-superior-a1c-control-and-weight-loss-in-three-pivotal-type-2-diabetes-trials-302793407.html` to get the exact details of the ACHIEVE clinical trial results. This is extremely fresh and important. Let's fetch the page.

This is an amazing and highly consequential readout! The brand name for orforglipron is **Foundayo**. The results from the ACHIEVE program (specifically ACHIEVE-3, which was a head-to-head Phase 3 trial against Novo Nordisk's oral semaglutide [Rybelsus]) were presented at the American Diabetes Association (ADA) 86th Scientific Sessions. Foundayo 17.2 mg was vastly superior, lowering A1C by 2.2% vs. 1.4% with semaglutide 14 mg, and driving 19.7 lbs weight loss (9.2%) vs 11.0 lbs (5.3%). This is a pivotal development in the obesity/diabetes incretin pipeline. Let's see: the previous finding `obesity-incretin-pipeline-readouts` was titled: "Obesity Incretin Pipeline: Next-Gen Therapies Show Unprecedented Weight Loss but Face Tolerability Hurdles at ADA 2026". We should update `obesity-incretin-pipeline-readouts` to include this groundbreaking detailed data from the ACHIEVE-3, ACHIEVE-2, and ACHIEVE-5 trials, as well as the brand name "Foundayo" and Lilly's impending FDA filing by the end of Q2 2026. Let's do that! Wait, let's also look up if there are other major developments. Let's search for "Ebola Bundibugyo outbreak" or "Bundibugyo Ebola outbreak" to see if there is any update on cases, vaccines, or international response since June 9, 2026 (the date of the previous note, which stated "Nearly 600 Cases Amid Severe Supply Shortages and Geopolitical Protests", slug `bundibugyo-ebola-outbreak-drc-uganda`). Let's search.

This is a critical, highly active outbreak situation. Let's see: - "The Democratic Republic of the Congo's (DRC's) government said yesterday the number of confirmed Ebola cases has risen to 598, with 115 deaths." (CIDRAP, June 10, 2026). - "How desperate bid to save Congolese national exposed Ugandan medics to Ebola" (Daily Monitor, Uganda). - "Uganda, DR Congo Plan Cross-Border Medical Camps to Fight Ebola" (AllAfrica, June 10, 2026). - WHO warns that the outbreak continues to evolve rapidly, with increasing geographic spread and cross-border transmission. Let's fetch the CIDRAP article (`https://www.cidrap.umn.edu/ebola/ebola-case-count-nears-600-feds-ask-travel-restrictions-ahead-world-cup`) to get exact quotes and numbers on the Ebola outbreak. This is a direct update to `bundibugyo-ebola-outbreak-drc-uganda`. Let's fetch it.

This is an incredibly rich, fresh update. Let's see: 1. The case count in the DRC has risen to 598 confirmed cases with 115 deaths. This brings the case-fatality rate to 19.2%. 2. This is caused by the *Bundibugyo ebolavirus* strain (BDBV), which has no approved treatment or vaccines. 3. The WHO rapid risk assessment published yesterday (June 10, 2026) states that the risk of transmission in the DRC is very high, and the risk in Uganda and other bordering countries is high. 4. The number of affected health zones in the DRC has grown from 16 to 25 since June 1. 5. In geopolitics, the US administration (Trump administration) is urging European countries to impose travel bans/restrictions on travelers from affected Central African countries ahead of the 2026 FIFA World Cup (which starts tomorrow, June 12, 2026, in the US). 6. Belgium has rejected this demand, and the European Commission says there is no evidence that entry border measures are needed. 7. A study in *The Lancet Infectious Diseases* estimates that the true size of the outbreak could have been between 1,164 and 1,354 cases as of May 27, suggesting substantial undetected transmission. This is a phenomenal update that perfectly fits the existing slug `bundibugyo-ebola-outbreak-drc-uganda`. I will update that note with this new information. Wait, let's also check if there's any update on: - "Sanofi riliprubart Phase 3 VITALIZE trial status and readout in CIDP" or the `sanofi-riliprubart-cidp-phase3-mobilize-halt` slug. The previous note was written on June 10, 2026, which was yesterday! It mentioned: "On June 10, 2026, Sanofi announced the early termination of its Phase 3 MOBILIZE clinical trial evaluating riliprubart...". Is there any new info on this? We can search to see if any new comments or analyst reports emerged. Let's do a search on "riliprubart VITALIZE" or "Dianthus CAPTIVATE". Wait, what about Dianthus Therapeutics? The previous note stated: "dragging down complement class peer Dianthus". Let's search to see if Dianthus made a statement or if there is any new development there. Let's do a search.

Let's fetch the BioWorld article (`https://www.bioworld.com/articles/731720-sanofi-phase-iii-cidp-quit-dents-dianthus-c1-mismatch`) to read about the "C1 mismatch" and the differences between Sanofi's riliprubart (C1s inhibitor) and Dianthus's claseprubart (C1s inhibitor) to see if we should add details to the `sanofi-riliprubart-cidp-phase3-mobilize-halt` note or write a separate note on Dianthus. Wait, let's fetch the BioWorld or SeekingAlpha article first. Let's fetch BioWorld.

Ah, that's just a snippet. Let's fetch Seeking Alpha: `https://seekingalpha.com/article/4914218-dianthus-therapeutics-sanofis-cipd-study-fail-poses-uncomfortable-questions` to see if we can get a bit more. Wait, Seeking Alpha might be paywalled or require a subscription, but let's try. Or we can search for "Guggenheim Dianthus claseprubart riliprubart" or "TD Cowen Dianthus" or "Raymond James Dianthus" to see the analyst arguments about the differences. Let's do a search.

Let's try a broader query: `Dianthus claseprubart versus riliprubart difference` or `Dianthus claseprubart "riliprubart"` to see why analysts are defended Dianthus, and what the differences are. This is very relevant to the `sanofi-riliprubart-cidp-phase3-mobilize-halt` note. Let's search.

Let's fetch the Fierce Biotech article (`https://www.fiercebiotech.com/biotech/sanofi-halts-phase-3-autoimmune-trial-early-over-lackluster-efficacy`) to see what details they have on both Sanofi's riliprubart and Dianthus's claseprubart. This will help us update the note on Sanofi's riliprubart trial halt (`sanofi-riliprubart-cidp-phase3-mobilize-halt`) to include these critical, highly detailed technical and commercial distinctions. Let's fetch it.

Great! This is incredibly helpful background. I will update `sanofi-riliprubart-cidp-phase3-mobilize-halt` with these details. Let's do a search on other major news over the past week: - Space/Energy: We have the ISS air leak (`iss-air-leak-dragon-shelter-june-2026`). Is there any update on the ISS air leak or the Russian Zvezda module? Let's search for "ISS Zvezda air leak Russian segment June 2026". Let's search.

Okay, the Zvezda air leak happened on June 5, 2026, which was covered in the previous cycle (`iss-air-leak-dragon-shelter-june-2026`). There isn't any major new development in the last 2 days on that, so we don't need to write a new note or update that one unless there's a new leak or event. Wait, let's look at the active watches: 1. `019eb3ba-b64e-790a-aea4-d30ce0280105`: Sanofi riliprubart Phase 3 VITALIZE trial status and readout in CIDP. Wait! The watch for VITALIZE says "Fires when Sanofi reports results or makes a strategic decision to continue/terminate the Phase 3 VITALIZE study." In the Fierce Biotech article we just fetched: "The company said it is assessing whether to continue the other phase 3 trial, which is comparing riliprubart to intravenous immunoglobulin in people who responded to the standard of care and are receiving a stable maintenance dose." Wait! The other Phase 3 trial is indeed VITALIZE! The article says: "The company said it is assessing whether to continue the other phase 3 trial [VITALIZE]...". So Sanofi has NOT yet made the final decision to terminate it, but they are *assessing* whether to continue it. This means the watch is still active (ongoing/one-shot with fire date in 2027), but we have a major update. Wait, let's check if there are other watches we can resolve or record events for. Let's see: - `019eb3ba-77c0-7d10-9832-0f5adb6a27b7`: Dianthus Therapeutics claseprubart Phase 3 CAPTIVATE trial readout in CIDP (expected Q4 2026 / mid 2027). The articles we read say: "The New York-based company is on track to announce a topline readout from its Phase 3 CAPTIVATE trial for claseprubart in CIDP by the year-end [2026]." This is a great piece of info to add to our notes. - `019eae92-7b61-79e3-a757-20f1fca30dd6`: Disc Medicine bitopertin Phase 3 APOLLO trial readout and FDA CRL decision. (No new updates on APOLLO results, which are expected in Q4 2026). - `019ea447-30b8-7679-bffc-43514ff5a6b5`: FDA regulatory decision on giredestrant in HR+ early-stage breast cancer (expected late 2026). (No new update since June 7). - `019ea446-f988-7ded-8a6b-5cc7f9397497`: FDA regulatory decision on bezuclastinib in GIST (expected late 2026). (No new update). - `019e9f1e-f092-7114-960b-1c3b5c994320`: Moderna Phase 3 mRNA-1018 bird flu vaccine trial readout. (No new update). - `019e99fc-06fa-7337-8d0d-d4d884b4ceb2`: NHS-Galleri trial cancer mortality data release. (No new update). - `019e99fb-cefe-7c1d-a08f-e848720ecf10`: NMPA regulatory decision on IBI343. (No new update). - `019e99fb-8b38-7220-afca-dbbf935aa64e`: Global Phase 3 trial readouts for ivonescimab (HARMONi studies). (No new update). - `019e99fb-4aa9-7dae-b1bb-e5b2ce833775`: Clinical trial initiation/readout for fast-tracked Bundibugyo Ebola vaccines. Let's check if there are updates on the Bundibugyo Ebola vaccines! Wait, the AllAfrica article says: "Why Was There No Vaccine When the Outbreak Began? ... clinical trial progression and Phase 1 trial initiation/readouts for the three fast-tracked Bundibugyo Ebola vaccine candidates supported by CEPI (Moderna's mRNA, Oxford's ChAdOx1, and IAVI's rVSV)." Let's search to see if any of these Phase 1 trials have initiated or have updates! Let's search.

Let's fetch the Medical Xpress article (`https://medicalxpress.com/news/2026-06-africa-ebola-vaccine-outbreak-outpaces.html`) to see if there is any new update on the timeline of these clinical trials. Let's do that! This is extremely on-topic and will help us refine our understanding of the vaccines and their trials (which is a watch in our list).

Ah, Medical Xpress gave a 403. Let's try fetching the Drug Discovery Trends article (`https://www.drugdiscoverytrends.com/cepi-fast-tracks-ebola-vaccine-candidates-from-iavi-moderna-and-oxford/`) or the Streamline Feed article (`https://streamlinefeed.co.ke/news/cepi-60-million-fund-oxford-ebola-vaccine`). Let's try Drug Discovery Trends first.

Ah! The search budget is spent. That is perfectly fine, as we have gathered a wealth of highly relevant, extremely fresh, primary-source-backed information to write or update our findings. Let's review the findings we have: 1. **Gilead and Merck Oral Once-Weekly HIV Treatment (ISLEND-1 and ISLEND-2 Phase 3 Results)**: - This is a brand new, highly consequential development. Let's write a fresh note with a stable slug: `islatravir-lenacapavir-once-weekly-hiv-phase3`. - We have the Gilead press release from June 8, 2026. - We will cite the exact results (Week 48 non-inferior viral suppression vs. Biktarvy and standard-of-care). 2. **Takeda's Zasocitinib Outperforms BMS's Sotyktu in Head-to-Head Phase 3 Plaque Psoriasis Study (LATITUDE Atlas)**: - This is a massive clinical and commercial development. Let's write a fresh note with a stable slug: `takeda-zasocitinib-latitude-atlas-psoriasis`. - We have the Takeda press release from June 11, 2026 (today!). - We will cite the PASI 100 complete skin clearance rate at Week 16 (over 35% vs. Sotyktu's rate, more than 2.5 times higher) and early separation at Week 8. 3. **Eli Lilly's Oral GLP-1 Foundayo (orforglipron) ACHIEVE Trials in Type 2 Diabetes**: - This is an update to our existing note `obesity-incretin-pipeline-readouts` ("Obesity Incretin Pipeline: Next-Gen Therapies Show Unprecedented Weight Loss but Face Tolerability Hurdles at ADA 2026"). - We have the Eli Lilly press release from June 8, 2026, detail-rich with the ACHIEVE-3 (head-to-head against oral semaglutide), ACHIEVE-2, and ACHIEVE-5 trial results. - We will update the `obesity-incretin-pipeline-readouts` note to incorporate these landmark head-to-head results, the brand name "Foundayo", and Lilly's planned FDA filing by the end of Q2 2026. 4. **Bundibugyo Ebola Outbreak in DRC and Uganda Escalation**: - This is an update to our existing note `bundibugyo-ebola-outbreak-drc-uganda` ("Bundibugyo Ebola Outbreak Escalates to Nearly 600 Cases Amid Severe Supply Shortages and Geopolitical Protests"). - We have the CIDRAP article from June 10, 2026, showing confirmed cases rising to 598 (nearing 600) with 115 deaths in the DRC. - The WHO risk assessment published June 10, 2026, warns of very high risk in DRC and high risk in neighboring countries. Affected health zones grew from 16 to 25. - We also have geopolitical tension: US administration urging European travel restrictions ahead of the World Cup starting tomorrow (June 12, 2026), rejected by Belgium and the European Commission. - Modeling in *The Lancet Infectious Diseases* suggests true case count may be between 1,164 and 1,354 as of May 27. - We will update `bundibugyo-ebola-outbreak-drc-uganda` with these crucial details. 5. **Sanofi's Riliprubart CIDP Phase 3 MOBILIZE Trial Halt**: - This is an update to our existing note `sanofi-riliprubart-cidp-phase3-mobilize-halt`. - We have the Fierce Biotech article from June 10, 2026, explaining the details of the trial (comparing to placebo over 24 weeks in 140 patients who failed IVIg or corticosteroids). - We also have information on the other Phase 3 trial, **VITALIZE**, which compares riliprubart to IVIg in patients on stable maintenance therapy. Sanofi is currently "assessing whether to continue" VITALIZE. - We also have information on Dianthus's claseprubart, which is in the Phase 3 CAPTIVATE trial. Dianthus and analysts argue claseprubart has a potency edge and target inhibition advantages (achieving IC90 target inhibition) compared to riliprubart. - We will update `sanofi-riliprubart-cidp-phase3-mobilize-halt` with these details. Let's carefully draft and execute the `write_note` calls. We must follow all critical rules: - Cite real sources we consulted this cycle with links. - Carry 1-2 representative verbatim quotes, kept with their links. - Use stable slugs. - No YAML frontmatter. - Use wikilinks to link between notes (e.g., `[[obesity-incretin-pipeline-readouts]]`, `[[sanofi-riliprubart-cidp-phase3-mobilize-halt]]`, etc.). Let's write/update Note 1: **Gilead and Merck Oral Once-Weekly HIV Treatment** (slug: `islatravir-lenacapavir-once-weekly-hiv-phase3`).

Now let's write/update Note 2: **Takeda's Zasocitinib Outperforms BMS's Sotyktu in Plaque Psoriasis** (slug: `takeda-zasocitinib-latitude-atlas-psoriasis`). This is a brand new finding. Let's write it.

Now, let's write/update Note 3: **Eli Lilly's Oral GLP-1 Foundayo ACHIEVE Trials in Type 2 Diabetes**. The existing note has slug `obesity-incretin-pipeline-readouts` and is titled: "Obesity Incretin Pipeline: Next-Gen Therapies Show Unprecedented Weight Loss but Face Tolerability Hurdles at ADA 2026". We will update this note (`obesity-incretin-pipeline-readouts`) to include the massive detailed results of the ACHIEVE program for Foundayo (orforglipron) which were presented at the ADA Scientific Sessions, including the first head-to-head oral GLP-1 trial (ACHIEVE-3) showing superior A1C control and weight loss over oral semaglutide. Let's do that.

Excellent. Now let's write/update Note 4: **Bundibugyo Ebola Outbreak in DRC and Uganda**. The existing note has slug `bundibugyo-ebola-outbreak-drc-uganda` and is titled: "Bundibugyo Ebola Outbreak Escalates to Nearly 600 Cases Amid Severe Supply Shortages and Geopolitical Protests". We will update this note to include the latest CIDRAP numbers (598 confirmed cases, 115 deaths, 19.2% CFR), the expansion of affected health zones in the DRC from 16 to 25 since June 1, the new WHO rapid risk assessment, the *Lancet Infectious Diseases* modeling indicating true cases could be as high as 1,354, and the geopolitical row over travel restrictions ahead of the World Cup between the US and European Commission/Belgium. Let's do that!

Now let's write/update Note 5: **Sanofi's Riliprubart CIDP Phase 3 MOBILIZE Trial Halt**. The existing note has slug `sanofi-riliprubart-cidp-phase3-mobilize-halt` and is titled: "Sanofi Halts Phase 3 MOBILIZE Trial of Riliprubart in Refractory CIDP, Dragging Down Complement Class Peer Dianthus". We will update this note to include the clinical details of the MOBILIZE trial (placebo-controlled over 24 weeks in 140 patients who failed IVIg or corticosteroids), the status of the other Phase 3 trial (**VITALIZE**, comparing riliprubart to IVIg in patients on stable maintenance therapy, which Sanofi is currently "assessing whether to continue"), and the specific clinical and technical arguments that Dianthus and analysts have made regarding why Dianthus's claseprubart has a "potency edge" (achieving IC90 target inhibition) and clinical trial design differences that may protect it from a similar fate. Let's do that!

We have written and updated all 5 notes with rich, primary-source-backed evidence, exact quotes, and links. Let's look at the threads/watches: - `019eb3ba-b64e-790a-aea4-d30ce0280105` (Sanofi riliprubart Phase 3 VITALIZE trial status and readout in CIDP): This watch is still active, but we have a major update. The trigger says "Fires when Sanofi reports results or makes a strategic decision to continue/terminate the Phase 3 VITALIZE study." Sanofi hasn't made the final decision yet, they are "assessing" it. So we should keep this watch active. - `019eb3ba-77c0-7d10-9832-0f5adb6a27b7` (Dianthus Therapeutics claseprubart Phase 3 CAPTIVATE trial readout in CIDP): Expected Q4 2026. Keep active. - `019eb3ba-3bee-74db-8227-0fd825ece70c` (Eli Lilly SURPASS T1D-1 Phase 3 trial readout in Type 1 Diabetes): No new update, keep active. - `019eae92-8dcc-7b60-a056-0e3068a0f4e8` (DIOSynVax AI-designed universal Sarbeco vaccine Phase II trial readout): No new update, keep active. - `019eae92-83f5-74ae-a749-89b5c8b3b09d` (Alterity Therapeutics ATH434 Phase 3 MSA trial initiation): No new update, keep active. - `019eae92-7b61-79e3-a757-20f1fca30dd6` (Disc Medicine bitopertin Phase 3 APOLLO trial readout and FDA CRL decision): No new update, keep active. - `019ea96a-b288-74c0-b423-89bfd0d8c4b8` (Pfizer berobenatide Phase 3 obesity trial readout): No new update, keep active. - `019ea96a-a58f-780c-a6f4-4765ea8882c9` (Phase 3 trial readout for VGA039 in von Willebrand disease): No new update, keep active. - `019ea447-7d90-733c-acee-2eb6c1313c78` (ISS Russian Zvezda module air leaks and repairs): No new leaks or major repairs reported in the last 2 days, keep active. - `019ea447-30b8-7679-bffc-43514ff5a6b5` (FDA regulatory decision on giredestrant in HR+ early-stage breast cancer): Keep active. - `019ea446-f988-7ded-8a6b-5cc7f9397497` (FDA regulatory decision on bezuclastinib in GIST): Keep active. - `019e9f1e-f092-7114-960b-1c3b5c994320` (Moderna Phase 3 mRNA-1018 bird flu vaccine trial readout): Keep active. - `019e9f1e-b37e-771d-884b-b07383d792b7` (sBLA submission for Zynlonta plus rituximab in r/r DLBCL): Keep active. - `019e99fc-06fa-7337-8d0d-d4d884b4ceb2` (NHS-Galleri trial cancer mortality data release): Keep active. - `019e99fb-cefe-7c1d-a08f-e848720ecf10` (NMPA regulatory decision on IBI343): Keep active. - `019e99fb-8b38-7220-afca-dbbf935aa64e` (Global Phase 3 trial readouts for ivonescimab (HARMONi studies)): Keep active. - `019e99fb-4aa9-7dae-b1bb-e5b2ce833775` (Clinical trial initiation/readout for fast-tracked Bundibugyo Ebola vaccines): This is still active. The CEPI funding has been committed, but clinical trial initiation/enrolling is still pending or just starting. Keep active. Wait, are there any new watches we should register? - We could register a watch for the FDA regulatory filing and decision on Eli Lilly's Foundayo (orforglipron) in Type 2 diabetes. Lilly plans to submit the NDA by the end of Q2 2026. This is a dated catalyst. - We could register a watch for the FDA regulatory filing and decision on Takeda's zasocitinib in moderate-to-severe plaque psoriasis, which Takeda plans to submit starting this fiscal year. - We could register a watch for the FDA regulatory filing and decision on Gilead and Merck's once-weekly oral HIV combination (islatravir/lenacapavir). Let's register these watches to keep track of them in future cycles. Watch 1: FDA regulatory filing and decision on Eli Lilly's Foundayo (orforglipron) in Type 2 diabetes. Watch 2: FDA regulatory filing and decision on Takeda's zasocitinib in plaque psoriasis. Watch 3: FDA regulatory filing and decision on Gilead/Merck once-weekly oral HIV combination (islatravir/lenacapavir). Let's do that!

Now let's register the watch for Takeda's zasocitinib.

Now let's register the watch for Gilead/Merck once-weekly oral HIV combination.

Excellent. All three watches have been successfully registered. We have updated existing notes and written new ones. Since there are no specific threads that need to be resolved this cycle (as the active watches are still ongoing/long-term), we can proceed to call `finish_cycle`. Let's do that now.

I have successfully completed the research cycle for this topic. Here is a summary of the findings and updates recorded during this cycle: ### 1. New Findings Written * **Gilead and Merck's Once-Weekly Oral HIV Regimen Meets Phase 3 Endpoints (`islatravir-lenacapavir-once-weekly-hiv-phase3`):** Gilead and Merck announced positive topline Week 48 results from two pivotal Phase 3 trials, **ISLEND-1** and **ISLEND-2**, evaluating their once-weekly oral combination of islatravir and lenacapavir. Both trials met their primary efficacy endpoints of non-inferior viral suppression (HIV-1 RNA < 50 copies/mL) compared to daily Biktarvy and daily standard-of-care antiretroviral therapy. If approved, this single-tablet regimen would represent the world's first approved long-acting once-weekly oral treatment for HIV. * **Takeda's Zasocitinib Outperforms Sotyktu in Head-to-Head Phase 3 Psoriasis Study (`takeda-zasocitinib-latitude-atlas-psoriasis`):** Takeda announced positive topline results for its Phase 3 **LATITUDE Atlas** head-to-head clinical trial. The study demonstrated that **zasocitinib** (TAK-279)—an investigational, highly selective oral TYK2 inhibitor—significantly outperformed Bristol Myers Squibb's blockbuster TYK2 inhibitor **Sotyktu (deucravacitinib)**. More than **35%** of zasocitinib-treated patients achieved complete skin clearance (PASI 100) at Week 16, which is **more than 2.5 times** Sotyktu's response rate, with treatment curves separating as early as Week 8. ### 2. Existing Findings Updated * **Eli Lilly's Oral GLP-1 Foundayo Phase 3 ACHIEVE Program Results (`obesity-incretin-pipeline-readouts`):** Updated the incretin pipeline note with detailed results from three Phase 3 trials in Lilly's **ACHIEVE** program for its oral small-molecule GLP-1 **Foundayo (orforglipron)**. In the first-ever oral GLP-1 head-to-head trial (**ACHIEVE-3**), Foundayo 17.2 mg outperformed oral semaglutide (Rybelsus) 14 mg, delivering a 57.1% greater relative reduction in A1C (-2.2% vs. -1.4%) and a 73.6% greater relative weight loss (-19.7 lbs vs. -11.0 lbs). Lilly plans to submit Foundayo for FDA approval for Type 2 diabetes by the end of Q2 2026. * **Bundibugyo Ebola Outbreak Escalation and Geopolitical World Cup Dispute (`bundibugyo-ebola-outbreak-drc-uganda`):** Updated the Ebola outbreak note with the latest figures: confirmed cases have risen to **598** with **115 deaths** (19.2% CFR) in the DRC, spreading across **25** health zones (up from 16). Added modeling estimates from *The Lancet Infectious Diseases* suggesting the true case-fatality rate and under-detection could place the actual count as high as 1,354 cases as of late May. Also detailed the escalating geopolitical row: the US administration is urging European countries to impose travel bans on Central African nations ahead of tomorrow's World Cup kickoff, a demand flatly rejected by Belgium and the European Commission. * **Sanofi's Riliprubart CIDP Phase 3 MOBILIZE Trial Halt (`sanofi-riliprubart-cidp-phase3-mobilize-halt`):** Expanded the note on Sanofi's trial halt to detail the clinical trial design of the terminated **MOBILIZE** trial (placebo-controlled in refractory patients) and the status of the ongoing **VITALIZE** maintenance trial, which Sanofi is currently "assessing whether to continue." Added critical pharmacological and clinical trial design arguments from analysts defending peer biotech Dianthus Therapeutics, noting that Dianthus's **claseprubart** possesses a significant "potency edge" (achieving IC90 target inhibition) and is evaluated in a randomized-withdrawal trial design. ### 3. Forward-Looking Watches Registered * **Eli Lilly's Foundayo FDA Filing:** Registered a watch to monitor the FDA regulatory submission and subsequent approval decision for Foundayo in Type 2 diabetes. * **Takeda's Zasocitinib FDA Filing:** Registered a watch to track Takeda's planned NDA submission and subsequent FDA decision for zasocitinib in moderate-to-severe plaque psoriasis. * **Gilead and Merck's HIV Single-Tablet Regimen FDA Filing:** Registered a watch to monitor global filings and regulatory approvals for the once-weekly oral islatravir/lenacapavir regimen.