Evaluate Vantage's coverage of the Ash 2021 congress.
At a meeting lacking practice-changing studies and featuring many disappointments the downturn in IGM’s fortunes stands out.
Now in Servier’s hands, the Agios-discovered Tibsovo could soon face competition from Forma’s olutasidenib.
The company reports decent data with its Oxbryta follow-on, but still has much to prove.
Forma still hopes for accelerated approval of etavopivat, while Agios believes that taking its time with mitapivat will pay off.
Protagonist and Autolus rose on Friday, but there were losses for Curis, Aptose, Forma and Equillium, among others.
PDS and Spectrum rise, while Black Diamond, Alpine, Harpoon and Macrogenics disappoint, and others ride on big pharma’s coattails.
A filing in pyruvate kinase deficiency beckons, but bigger indications could be trickier.