New findings for IL-6 blockade in the Recovery trial finally confirm a signal. Can pending pandemic readouts for other mechanisms do the same?
Immunovant and other FcRn-players must hope that a potential safety signal turns out to be indication rather than class specific.
Blockbuster sales are predicted for several projects nearing approval, from Biogen, Argenx, Fibrogen and others.
Early 2021 will see rare diseases dominate for biotech, with Sarepta revealing key data on its gene therapy play.
Failure of BTK inhibition puts the pressure on Lilly, Regeneron and Astrazeneca to deliver with antibodies to treat severe Covid-19.
Despite the phase II failure, Chemocentryx is pushing on in hidradenitis suppurativa.
Sobi picking up rights to Apellis’s complement factor C3 inhibitor adds to earlier deals focused on C5, D and anti-FcRn antibodies.
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.