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.
Arbutus Biopharma already looked second best to Arrowhead Pharmaceuticals in the race to develop a functional cure for hepatitis B. New data have made the former’s task…