Finding the next Vertex
Other groups with large disconnects between sellside and investor expectations include Beigene, Alnylam and Acceleron.
SITC 2020 – embargo snafu triggers the first movers
The SITC breaks its own embargo, and the ensuing chaos sees Replimune, Iovance and Incyte move.
Esmo 2020 – J&J goes for broke with lung cancer bispecific
The company’s EGFR and cMet targeted bispecific has generated early but encouraging signals in lung cancer – however, J&J faces stiff competition.
Biogen pays $560m for an unproven Parkinson’s mechanism
All the attention is on aducanumab, but yesterday’s deal with Denali is a reminder that Biogen has other irons in the fire.
