Details are scant about the “unexplained illness” seen with Johnson & Johnson’s Covid-19 vaccine, but the news puts another dent in public confidence.
The pandemic remains the dominant storyline for drug stocks at the nine-month mark, with Vertex and Horizon rare non-Covid-related risers.
Lilly’s doublet might be superior to Regeneron’s cocktail, but timing and manufacturing issues could now come into play.
Oncology dominates upcoming catalysts, while results elsewhere are expected in Alzheimer’s, psoriasis and diabetes.
LY-CoV555 shows promising signs for the antibody approach, with Regeneron not far behind.