Early 2021 will see rare diseases dominate for biotech, with Sarepta revealing key data on its gene therapy play.
The Covid-19 pandemic might yet delay US approval of Novartis's cholesterol-lowering project Leqvio − and then come the commercial questions.
Other groups with large disconnects between sellside and investor expectations include Beigene, Alnylam and Acceleron.
As fresh data confirm the promise of RNAi technology in hepatitis B, Assembly brings on Arbutus for its combo strategy.
Upcoming US approval verdicts include inclisiran, valrox and risdiplam, but toxicity issues could scupper filgotinib.