Archive · 2026 · October 2026

Daily digest — 2026-10-04

2026-10-04

Five science items today, from GPCR-degrading bispecifics and a CD73 inhibitor to soft-drug design, a new docking potential and PROTAC linker scoring, plus two obesity and macrocycle business items: Boehringer/Zealand's survodutide and Novo's Orbis deal.

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Medicinal Chemistry

4 articles

Aryl alkyl ether CD73 inhibitor LB10 is orally active in a lung cancer model

  • CD73 is the rate-limiting enzyme of the adenosine pathway and a tumor-immunosuppression target.
  • An aryl alkyl ether series was designed; LB10 emerged as the most promising, potent in both biochemical and cell assays.
  • Enzyme kinetics and co-crystallography confirmed competitive inhibition.
  • LB10 had low cytotoxicity and good pharmacokinetics, and oral dosing curbed tumor growth in a syngeneic Lewis lung carcinoma model, alone or in combination.
💡 Points

Non-nucleotide CD73 inhibitors that stay orally bioavailable are the part I care about: most potent early chemotypes were AMP-like and carried the usual permeability and clearance baggage. A co-crystal confirming a competitive mode gives a clean starting point for SAR around the ether linker. I would want to see how it behaves against the soluble versus membrane-bound enzyme and in human-relevant adenosine readouts before getting excited.

Discovery of LB10, a Potent and Orally Bioavailable Inhibitor of Ecto-5′-Nucleotidase as a Single Agent or in Combination for the Treatment of Lung Cancer ↗

Can ternary-complex scoring rank close PROTAC linker analogues? A matched-pose test

  • Linker optimization in targeted protein degradation is still largely empirical.
  • The preprint asks whether current computational methods can rank close linker analogues before synthesis, the finest chemical differences yet tested.
  • It uses a matched-pose design on VHL-recruiting SHP2 degraders to isolate the effect of the linker.
  • This is a preprint, not yet peer reviewed; the snippet-level abstract available limits detail on the outcome.
💡 Points

Linker tweaks are where PROTAC campaigns burn months of synthesis, so an honest test of whether scoring can separate near-identical analogues is more useful than another headline-grabbing benchmark. Matched poses remove the usual excuse that the method just got the geometry wrong. Even a negative answer helps: it tells us to keep building degradation and cooperativity assays rather than trusting a docked score.

Scoring close linker analogues in PROTAC ternary complexes: A matched-pose study of VHL-recruiting SHP2 degraders ↗

Bispecific GTACs antagonize GPCRs by sending them to the lysosome

  • GPCR–TfR1 targeting chimeras (GTACs) are bispecific antibodies that pair a receptor binder with a transferrin-receptor binder.
  • They drive endocytosis and lysosomal degradation of the GPCR, rather than blocking the orthosteric site.
  • Reported for BILF1, RXFP1 and CCR6, covering viral, cancer and immune targets that are hard to drug.
  • Signalling, including constitutive activity, was fully shut down, with markedly greater potency than conventional antibody antagonists.
💡 Points

Degrading the receptor sidesteps the usual GPCR headache of finding a clean orthosteric or allosteric small molecule, and it kills constitutive signalling that inverse agonists only partly touch. The catch for my own work: it is an antibody format, so oral exposure and tissue reach are off the table, and TfR1 recruitment brings its own distribution and safety questions. Still, it hands us a genuine alternative mechanism for orphan-like GPCRs where chemistry has stalled.

GPCR antagonism via rewiring of receptor trafficking and degradation ↗

Soft drugs: building rapid, predictable inactivation into topical therapies

  • Review of soft drug design: molecules built to be rapidly and predictably inactivated by metabolism after acting.
  • Typically close analogues of a validated lead, with a hydrolytically labile group (often an ester) as the deliberate soft spot.
  • Highlights topical soft drugs in development, where local skin activity and low systemic exposure are the goal.
  • Also covers practical considerations, open challenges and future directions.
💡 Points

For anyone optimizing a topical lead, the useful message is that the metabolic soft spot is a design input, not a liability to be hunted down late. Tuning ester lability so the compound survives in skin but clears quickly in plasma is a tractable, SAR-friendly problem, and it sidesteps a lot of systemic safety work. The risk is the usual one: inter-species and skin-versus-blood esterase differences can make preclinical clearance misleading.

Soft drugs: design principles and topical applications ↗

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Computational & AI

1 article

DESPOT adds directionality to knowledge-based protein–ligand scoring

  • Knowledge-based potentials are interpretable scoring functions, but most treat space around protein atoms as isotropic.
  • DESPOT is an all-atom anisotropic potential that assigns atoms to isotropic, axially symmetric or fully anisotropic classes by hybridization and bonding.
  • It uses a positionally averaged reference state and a 'void' ligand atom type so regions preferentially left empty can be represented.
  • The authors position it as a direction-aware successor to existing knowledge-based scoring.
💡 Points

Directionality is exactly what hydrogen bonds, halogen bonds and pi contacts need and what isotropic potentials blur, so this targets a real weakness in how I triage docked poses. The void atom type is a neat touch for pocket regions that ligands avoid. What I will check before trusting it: performance on my own targets and decoy sets, not just benchmarks, and whether it ranks congeneric series rather than only separating actives from decoys.

DESPOT: Direction-Enhanced Scoring POTentials for Scoring of Protein–Ligand Interactions ↗

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Industry News

2 articles

Survodutide's second underwhelming phase 3 read-out knocks Zealand's shares

  • Boehringer Ingelheim and Zealand's survodutide produced weight loss of up to roughly 13% in people with diabetes in phase 3.
  • Zealand's shares fell sharply after the data, which landed a day after Lilly's eloralintide–tirzepatide combination read-out.
  • Gastrointestinal side effects drove about 18% of treated patients to stop, keeping tolerability in question.
  • It is the second recent disappointment for the compound after earlier SYNCHRONIZE-1 data.
💡 Points

The efficacy sits between semaglutide 2.4 mg and top-dose tirzepatide, but timing is brutal: Lilly's amylin combination landed 24 hours earlier at a far higher weight-loss level. With roughly one in five patients dropping out on GI effects, survodutide's remaining angle is MASH, where glucagon activity is the differentiator, not raw weight loss. Expect investors to price Zealand on that liver story and on how Boehringer positions dosing and titration.

Zealand's stock slides as Boehringer-partnered obesity drug underwhelms again in phase 3 ↗

Novo bets up to $1.4B on Orbis's oral macrocycle platform

  • Orbis Medicines signed a multi-target discovery and license deal with Novo Nordisk worth up to $1.4B in upfront and milestone payments plus tiered royalties.
  • Novo also takes a strategic equity stake in the private Copenhagen company; this is Orbis's first pharma partnership.
  • The work uses Orbis's AI-enabled nGen platform to make macrocycles aimed at turning injectable cardiometabolic therapies into orals.
  • Orbis reported preclinical oral bioavailability up to 18%; targets and disease areas beyond cardiometabolic were not disclosed.
💡 Points

This is Novo hedging its oral strategy beyond small-molecule GLP-1s and oral semaglutide: macrocycles are the bet that peptide-like potency can survive the gut. The headline number is mostly milestones, so the real signal is the equity stake and a multi-target structure that lets Novo test the platform cheaply. Lilly is also an Orbis backer, which tells you both obesity leaders want the same oral-peptide option.

Lilly-backed Orbis does up to $1.4B macrocycle deal with Novo ↗