Pharma finds a way to gain weight
In the second quarter it paid to be a leading obesity company. As for Covid, not so much.
Astrazeneca and Daiichi’s big reveal disappoints
High level results on datopotamab raise safety and efficacy concerns, putting billion-dollar sales forecasts at risk.
Go or no go? Decision day looms for Eisai and Biogen
Leqembi seeks full approval, while Takeda hopes for a dengue green light and Verrica looks to break its streak of bad luck.
Approaching datasets for big pharma
J&J moves FcRn towards a big new therapy area, while Bristol, Merck, Astrazeneca and Daiichi Sankyo await important oncology catalysts.
Asco 2023 movers – maintaining the momentum
Several biotech stocks maintained throughout Asco the momentum they had going into the meeting, and intrigue over Tigit continued.
Asco 2023 – early first-line lung cancer data mined for datopotamab gold
The search is on for signals in front-line use, where Daiichi Sankyo and Astrazeneca have already bet big with the Trop2-targeted project.
Asco 2023 – Enhertu hits with pan approach
Strong data prompt talk of a tumour-agnostic approval, but regulators could prove reluctant in the broad Her2 setting.
Asco 2023 – Trop2 could validate Merck’s savvy deal with Kelun
In Trop2 Merck & Co might have got itself an ADC at least as good as Gilead and Astra/Daiichi’s leaders, for a fraction of the price.
Asco 2023 preview – Tigit lives again
An obscure Roche dataset reignites the Tigit space, and sends up Arcus, Compugen and Iteos.