Topsy turvy times for industry’s mid and small cap stocks in the first quarter
What was up is now down as smaller biotech stocks deal with clinical trial failure and acquisitions.
Sillajen and Transgene bid to revive the oncolytic virus craze
The industry’s most advanced oncolytic virus project, Pexa-Vec, faces a make-or-break pivotal study readout.
Eisai and Biogen throw good money after bad
The companies’ decision to start a 1,500-patient Alzheimer’s disease study defies logic.
Asco-GU 2019 – Bristol’s renal cancer lead looks to be short-lived
In the Keynote-426 study Merck & Co’s Keytruda looks to have blasted Opdivo out of the water, showing a 47% reduction in risk of death versus Sutent.
Sanofi does a spring clean
The French company has taken a look at its R&D portfolio, and made some radical changes in oncology and diabetes.
Japanese biopharma rules mid-cap returns
Some of the big small-cap fallers, meanwhile, have been subject of M&A activity. Is this a sign of things to come in 2019?
Eli Lilly backs away from Bace but not from novel Alzheimer’s targets
The amyloid beta hypothesis persists in spite of repeated failure as biopharma refines targets and mechanisms of action.
Subgroup data no balm for Biogen/Eisai Alzheimer’s drug
BAN2401 may work better in genetically defined population, but with safety risks.
Mid-cap investors see Eastern promise in the third quarter
Turbulence in Japan made the country’s biopharma industry a relatively safe haven – but clinical success or setbacks dictated the fortunes of most mid and small-cap…
Kickstarting ideas
Independent, data-driven daily news and analysis on pharma, biotech and medtech.