Asco 2020 – abstract dump triggers first moves
An early look at data from the huge cancer conference boosts Allogene and Immunogen, while Arvinas and Cytomx suffer.
Roche looks set to retain its place at the top of big pharma rankings
New consensus forecasts stretching out to 2026 see Roche easily retaining its crown as the world’s biggest drugmaker, while Bristol-Myers Squibb climbs the rankings.
AACR 2020 – Verastem reveals the logic behind its Kras deal
A combination of Verastem’s small molecules shows promise in Kras-driven ovarian cancer, but shares fall on toxicity concerns.
Inclisiran keeps on giving
Five months after Novartis paid $9.7bn for the RNAi project’s maker, Blackstone has put down a $1bn bet on a partial royalty interest.
Covid-19 oils the wheels of business development
Vir’s tie-up with Glaxo leads recent deal activities aiming to treat the new coronavirus.
Akero’s success gives a new Nash mechanism hope
Before Covid-19 came along investors were looking to several Nash catalysts in 2020, and yesterday Akero delivered on one of these.
Go or no go? Covid-19 upstages US regulatory decisions
A Vantage analysis of FDA decisions expected in the next month and how the ongoing Covid-19 pandemic could affect these.
Esperion shifts to show not tell
After spending years insisting that its cholesterol-lowering medicine has a place between statins and PCSK9 inhibitors, Esperion must now prove it.
Asco-GU 2020: revving up for Peloton deal validation
The meeting’s abstracts point to studies from Merck & Co, Exelixis and others that should be on investors’ radar.
