The usually conservative group spends big on Dicerna – but others might be interested too.
But investors will need more convincing; and others are more advanced, with Arrowhead and Inhibrx ones to watch.
Deciphera, Allakos and Uniqure are all set for important data disclosures.
Phyox2 data back Dicerna’s nedosiran in just one type of primary hyperoxaluria, where Alnylam already has an 18-month head start.
A small molecule for alpha-1 antitrypsin deficiency faces a key clinical test, and its chances of success aren’t good.
The second quarter brings updates for Scholar Rock, Alnylam and Dicerna, among others.
At the US liver conference Inventiva will make a case for PPAR agonism, while Novo Nordisk and Gilead’s combo will be scrutinised in Nash.