A win in Apollo-B should open up the multi-billion cardiomyopathy market, but questions remain.
Few sizeable transactions have emerged so far this year, with small licensing deals looking like the norm.
With readout of Apollo-B approaching, can Onpattro succeed where Bridgebio’s acoramidis failed?
The second quarter should bring pivotal data for Karuna and key cardiomyopathy results for Alnylam, while Ionis's eplontersen lags in amyloidosis.
Early data are encouraging, but with the biotech market still terrible investors need a lot more to get excited.
But further data do not shed much light on Onpattro’s chances in Apollo-B.