Aimmune Therapeutics (NASDAQ:AIMT) recently became the first drugmaker to warn investors about a new drug application delayed due to the ongoing shutdown. The details behind Aimmune's peanut allergy drug program and the decision by the Food and Drug Administration (FDA) not to begin a review are a little fuzzy, but one thing's clear: The FDA isn't beginning new reviews until the government reopens.

After a couple of pipeline setbacks, Celgene has said it is preparing to file five new products between now and the end of 2020 that analysts say will reduce its reliance on cancer cash-cow Revlimid.