Biogen looks beyond aducanumab, and late-stage data loom for Lilly, Bristol Myers Squibb and Novartis.
The failure of OV101 puts the spotlight on Ultragenyx and Roche.
Amylyx believes it has found a disease-modifying therapy in AMX0035, as other key readouts approach.
Other groups with large disconnects between sellside and investor expectations include Beigene, Alnylam and Acceleron.
Ionis’s inhaled antisense candidate shows promising signs, with Arrowhead and Translate Bio also in the running.
The company becomes the third in two months to buy back a division it had spun out just a few years earlier.
The next big approach in Alzheimer’s has been dealt a blow, and there are plenty more tau-targeting contenders.
A virtual ESC sees Vascepa’s plaque reduction, Ionis’s second-gen candidates and Medtronic’s cryoblation win.
All the attention is on aducanumab, but yesterday’s deal with Denali is a reminder that Biogen has other irons in the fire.