Argenx keeps delivering
A partnering deal with J&J worth $300m in upfront cash, over a largely ignored second pipeline candidate, should put the Belgian biotech firmly on the map.
US price truce cracks but biopharma may want to tread carefully
Pfizer and Merck & Co take increases, making it easier for others to follow. But shifts in congressional power means pricing will remain a minefield.
Vertex’s triplet win leaves price the only question
Approval of a cystic fibrosis triplet from Vertex looks odds-on – and with the competition lagging behind, the company has free rein on price.
Lilly gets fresher but Roche’s rot continues
Lilly reduces its reliance on older products, but Roche and Sanofi still need fresh blood.
Upcoming events – Vertex awaits triplet data and GBT seeks approval for approval
Vertex is due the first pivotal data on its cystic fibrosis triplets, while Global Blood Therapeutics will soon find out whether it can take a shortcut on voxelotor’s…
Eli Lilly backs away from Bace but not from novel Alzheimer’s targets
The amyloid beta hypothesis persists in spite of repeated failure as biopharma refines targets and mechanisms of action.
Biotech's big-bucks buybacks begin to burn
If big biotech cannot deliver innovation investors might start demanding shareholder payout plans that look more like big pharma's.
Political gridlock could be good for biopharma
Split congressional control will result in more drug pricing talk, but don’t expect much action.
Abbvie manoeuvres to defend Humira to the last
Abbvie's latest move to shore up Humira sales against a biosimilar onslaught involves politically sensitive price hikes.
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