As fresh data confirm the promise of RNAi technology in hepatitis B, Assembly brings on Arbutus for its combo strategy.
The markets try to figure out who really benefits from last week’s patent decision over a key mRNA technology.
A patent claim against Arbutus is thrown out, threatening parts of Moderna’s mRNA technology – including its Covid-19 vaccine.
The first data with the RNAi project VIR-2218 mark Vir’s attempt to join a race that Arbutus appeared to crash out of last month.
Several key data readouts slated for the first quarter remain unannounced, from Roche, Lilly, Axsome and others, but the Covid-19 pandemic puts many at risk of delay.
Solena is poised to show whether it can sate genetically driven hunger, while the hepatitis B wannabe Arbutus needs to put previous clinical failures behind it.