Bamlanivimab bucks could help Lilly bounce back from a soft third quarter, but diabetes is the big focus.
Mirati’s Kras inhibitor looks better than Amgen’s on efficacy, but toxicity worries prevent a knockout punch.
November 6 is the day that could make or break Biogen.
Amylyx believes it has found a disease-modifying therapy in AMX0035, as other key readouts approach.
Other groups with large disconnects between sellside and investor expectations include Beigene, Alnylam and Acceleron.
A global pandemic has done nothing to crimp M&A premiums, with acquirers forced to swallow ever higher price tags.