Peptide News Digest

#Immunology

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Aizen Therapeutics Announced a Multi-Program Collaboration With a San Diego-Based Public Biotech to Design Oral Peptide Therapeutics Using Its DaX Foundation Model, Providing Aizen With Several Million Dollars in Initial Revenue and Up to $100 Million in Milestones for Each Nominated Target Across Immunology and Neurology Indications; The DaX Platform Has Been Trained on Millions of Uniquely Annotated Molecules and Receptors and Explores the Non-Canonical Amino Acid (ncAA) Peptide Chemical Space at 10x the Scale of Traditional ncAA Discovery Methods, Positioning It as One of the More Substantial AI-Driven Peptide Discovery Platforms Alongside PeptiDream's PDPS System, Isomorphic Labs, and Insilico Medicine's Pharma.AI

Aizen Therapeutics announced a multi-program collaboration with a San Diego-based public biotech to design oral peptide therapeutics using its DaX foundation model. Deal terms: several million dollars in initial revenue plus up to $100 million in milestones for each nominated target. The collaboration will develop proof of activity with the DaX platform for well-known disease-relevant targets in immunology and neurology indications, with the potential to expand the roster of targets over time. The DaX platform has been trained on millions of uniquely annotated molecules and receptors and explores the non-canonical amino acid (ncAA) peptide chemical space at 10x the scale of traditional ncAA discovery methods. Non-canonical amino acids extend beyond the standard 20 natural amino acids to include modified building blocks that give peptides properties (metabolic stability, membrane permeability, oral bioavailability) that natural peptides do not have; this is essential for the oral peptide therapeutics that the collaboration targets. DaX positions Aizen as one of the more substantial AI-driven peptide discovery platforms alongside PeptiDream's PDPS system (Kawasaki-based, constrained cyclic peptide focus with active collaborations across Novartis, Merck, Genentech, AbbVie, and Eli Lilly), Isomorphic Labs (Google DeepMind spinout with AlphaFold-derived structural modeling), and Insilico Medicine's Pharma.AI (which has secured over $5 billion in partnership deal value across 2026). The collaboration adds to the growing evidence that AI-designed peptides are becoming a distinct drug discovery category with real deal-flow.

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AbbVie (NYSE: ABBV) Reports Q2 2026 Earnings Friday July 31 With Total Net Revenues of $17 Billion (+10.2% Year-Over-Year, Beating Consensus by $300 Million), Skyrizi (Risankizumab) Global Net Revenues of $5.505 Billion (+24.4% YoY Reported / +24.0% YoY Operational) and Rinvoq (Upadacitinib) Global Net Revenues of $2.525 Billion (+24.5% YoY Reported / +23.7% YoY Operational); AbbVie Now Expects the Combined Skyrizi and Rinvoq Franchise to Generate Approximately $32 Billion in Peak Annual Sales; Humira Continues Biosimilar-Driven Decline at -35.9% YoY to $756 Million; Neuroscience Portfolio Delivers +20% Growth With Vraylar, Botox Therapeutic, Ubrelvy, and Qulipta All Achieving Double-Digit Sales Growth

AbbVie (NYSE: ABBV) reported Q2 2026 earnings Friday July 31, 2026 before market open with total net revenues of $17 billion (+10.2% year-over-year), beating consensus by $300 million. Skyrizi (risankizumab, IL-23p19 monoclonal antibody for psoriasis, psoriatic arthritis, and inflammatory bowel disease) reached global Q2 net revenues of $5.505 billion (+24.4% YoY reported, +24.0% YoY operational). Rinvoq (upadacitinib, oral JAK1-selective inhibitor for rheumatoid arthritis, atopic dermatitis, and inflammatory bowel disease) reached global Q2 net revenues of $2.525 billion (+24.5% YoY reported, +23.7% YoY operational), with Rinvoq on pace for 30% growth in gastroenterology this year. AbbVie now expects the combined Skyrizi and Rinvoq franchise to generate approximately $32 billion in peak annual sales, with management anticipating combined peak sales for Rinvoq in vitiligo and alopecia areata to approach $2 billion. Humira (adalimumab, the anchor immunology franchise before biosimilar competition began in 2023) continued its expected decline at $756 million Q2 revenue, -35.9% YoY reported / -36.1% YoY operational. The neuroscience portfolio delivered approximately 20% Q2 growth with Vraylar, Botox Therapeutic, Ubrelvy, and Qulipta all achieving double-digit sales growth. Full-year 2026 guidance was reiterated at $14.08-14.28 adjusted EPS on approximately $67 billion in revenue.

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Pinnacle Medicines Featured at Boston Summit: $89M Series B Backs Oral Peptides With Injectable Biologic-Level Efficacy

OrbiMed-incubated Pinnacle Medicines is featured at the Boston peptide summit highlighting its oversubscribed $89M Series B financing (closed March 26) for advancing oral peptide therapeutics designed to match the efficacy of injectable biologics. Lead programs target asthma, COPD, immunology, and inflammation — distinct from the GLP-1 obesity focus dominating peptide headlines. The platform combines proprietary peptide stabilization with oral-bioavailability engineering, positioning Pinnacle as one of the most differentiated non-GLP-1 oral peptide developers in the current pipeline.