Asco 2022 – investors clutch at the Tigit straws
Roche’s SCLC study is an unmitigated disaster, but investors holding out for success in NSCLC are thrown a crumb of comfort.
Asco 2022 – Merck’s follow-on immuno-oncology plan hits a myositis problem
ILT3 blockade shows no monotherapy activity while a combo runs into toxicity issues, but Merck presses on.
Turning Point and Libtayo steal some pre-Asco thunder
On the eve of Asco two deals show that the current biotech market malaise might be focusing some chief executives’ minds.
Go or no go? The FDA’s Amylyx dilemma
June will see adcoms aplenty, with Bluebird, Acadia, and the Covid vaccine makers Novavax, Pfizer/Biontech and Moderna all facing FDA committees.
GSK goes back to its vaccine bread and butter
But breaking Pfizer and Merck’s duopoly will not be easy.
Abbvie to become the biggest of pharmas in 2028
New extended consensus forecasts from Evaluate Pharma show Roche edged out of first place by Abbvie as new blood replaces Humira.
The patent winter is coming
Biopharma is approaching the most painful period of patent loss for at least 30 years. Is M&A an answer?
