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.
The next big approach in Alzheimer’s has been dealt a blow, and there are plenty more tau-targeting contenders.
The first pan-cancer approval might have gone to Guardant, but Roche’s subsidiary’s blood test appears to be able to find more markers.