Pfizer is still the only big pharma to have followed Bristol's lead in going all-in on the mechanism.
The focus shifts to whether the FDA will overrule its own panel and approve the Alzheimer’s project.
Lilly and Roche bask in the reflected glow of aducanumab's benign briefing documents.
Outside of vaccines and antibodies, few experimental agents have made it into large, robust clinical trials.
Amylyx believes it has found a disease-modifying therapy in AMX0035, as other key readouts approach.
Other groups with large disconnects between sellside and investor expectations include Beigene, Alnylam and Acceleron.
The new regulatory scheme poses problems – but also opportunities, in the shape of possible alignment with the US.
Ionis’s inhaled antisense candidate shows promising signs, with Arrowhead and Translate Bio also in the running.
Five candidates are now in phase III trials in the West, as Pfizer approaches its first interim readout.