VTV celebrates a double positive
Yesterday’s clinical study success has underlined VTV's status as a small-cap bet on Alzheibetes.
Another Alzheimer’s failure for Biogen bulls to shrug off
A fresh blow to the beta-amyloid hypothesis has not rattled Biogen's supporters, but Lilly shareholders were apparently hoping for more.
Zogenix hands GW a win
A phase III Lennox-Gastaut trial sees Fintepla meet statistical significance but fail the test of clinical relevance.
Multiple sclerosis “win” makes the Principia shorts squirm
Investors betting on the Principia short thesis face up to a clinical trial success that might not be what it seems.
Another chance for Lilly and Roche to take on Alzheimer's
The academic Dian-Tu study looks at anti-amyloid beta antibodies from Lilly and Roche; despite gantenerumab, hopes are being dialled back.
Upcoming events – Genmab's route to market, and late-stage data for Zogenix
Genmab is seeking data to position tisotumab as its first in-house launch, while Zogenix wants Fintepla to challenge GW in Lennox-Gastaut syndrome.
Another blockbuster year looms for approvals
Biogen’s Alzheimer’s candidate and Fibrogen’s new anaemia pill top the list of the biggest commercial hopes that could reach the market in 2020.
Novo Nordisk’s quiet entry into the year of Alzheimer’s
An upcoming study could show whether diabetes drugs like Novo’s Victoza might have an effect on slowing cognitive decline.
Nektar’s clearing event clears away $500m
As a US adcom gives the strongest possible indication that oxycodegol won’t be approved, Nektar’s valuation loses 11%.
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