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.
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.
2021 rounds off with key FDA decisions for Argenx, Calliditas and Merck, while Novartis will be hoping for an early Leqvio verdict.
The early movers could point to a disappointing meeting.
Proof-of-concept data at Ash should give clues about whether GBT021601 could be an oral functional cure for sickle cell disease.
A solo drug launch is a testing time for a small company, made even tougher by the pandemic.