AC Immune claims a tau win in Alzheimer’s
But mixed data and a previous failure provide reasons to be cautious.
The sellside’s most controversial products
Drugs prompting the most divergent opinions on outlook include Pfizer and Vir’s Covid-19 offerings and Biogen’s Aduhelm.
Cancer continues to dominate deal making
Since 2016 drug developers have spent $23.6bn in-licensing cancer projects, almost half of the sector’s up-front bill.
AAIC – speculative Alzheimer’s groups fail to catch the Aduhelm wave
Alector, Cassava and Annovis play up mixed data in dementia, but the markets aren’t buying it.
Go or no go? August FDA decisions for Axsome, Sanofi and Merck
Axsome and Sanofi face FDA verdicts in depression and Pompe disease respectively, while a Keytruda combo ups the ante in kidney cancer.
The moral battle lines are drawn in Alzheimer’s
Biogen goes on the offensive against “misinformation” and a media assault, but Roche says patients want clinical benefit, “not imaging”.
