Biotech heads towards big catalysts
The second quarter promises big data reveals for Fibrogen, Travere, Argenx and Bavarian Nordic.
Novartis trims its pipeline
Discontinuations for branaplam, iptacopan and Piqray could increase pipeline scepticism, but more pruning is coming.
In a bear market it’s the bad news that matters
The market’s reaction to positive clinical data has largely held up through the downturn, but failures have really, really hurt.
Biotech’s near-term key catalysts
Important data reveals are expected from Madrigal, Arrowhead and Ascendis, with details from Biogen and Eisai due at a conference.
Unpacking Royalty Pharma
The serial acquirer of royalty interests is coming into its own, but the secret to its success lies in cystic fibrosis.
PTC’s confirmatory Duchenne data resurrect US hopes
Real-world data on Translarna look good, but with a failed confirmatory trial and a troubled history US approval is far from guaranteed.
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.
