Esmo 2019 makes for a disappointing read-across to biotech
An analysis of stock market movers during the period of this year’s Esmo congress gives biotech watchers little cause for happiness.
Esmo 2019 – Targeted bile duct treatment pits Incyte against Agios
The rare disease bile duct cancer is set to be carved up by genetic subtype, and will see two targeted treatments filed soon.
Roche and Celgene set for battle in acute myelogenous leukaemia
Last week's pivotal trial success could give Celgene a second AML drug, setting up a battle against Roche's Venclexta and idasanutlin.
Upcoming events – Novo takes aim at type 1 diabetes and Aslan wants to roar
Novo Nordisk hopes that its attempt to preserve beta cells will fare better than Caladrius’s, while Aslan tries its hand at DHODH inhibition.
Last year’s new medicines reveal strong commercial promise and some novelty
The commercial potential of last year’s new medicines suggests another strong year of productivity from biopharma, while a further analysis reveals the arrival of two…
Smaller groups await Bristol-Myers Squelgene fallout
Celgene had many fingers in many pies – so what will happen now to its smaller collaborators?
JP Morgan 2019 – Lilly fans the M&A flames with Loxo Oncology deal
Deal adds a marketed small molecule and three pipeline agents, although Lilly will share revenue from Vitrakvi and LOXO-195 with Bayer.
Ash 2018 event analyzer – Losers edge out winners in year’s final major meeting
Autolus leads winners in spite of scepticism over its CAR-T, and gene therapies disappoint.
Glaxosmithkline’s Tesaro move: start of a new acquisition wave?
The $5bn transaction was surely only made possible by shrinking valuations, but investors in both Glaxo and Tesaro have reasons to be unhappy.
