Latest from Joseph Haas
The blockbuster GLP-1 analog demonstrated a capability for fibrosis reduction and disease resolution in the Phase III ESSENCE study. The firm plans to file for approval in 2025.
Doubling some analyst projections for its second full quarter on market, Madrigal’s NASH drug appears headed to blockbuster status and a sustained market position.
Uptake in immunology, gastrointestinal and dermatology indications have enabled Skyrizi to post 51% year-over-year growth, and overtake sales for biosimilar-challenged stalwart Humira.
Troubled GlycoMimetics will merge with Crescent, bringing its PD-1- and VEGF-targeting bispecific CR-001 and gaining a public listing. Crescent also will raise $200m to help position itself against PD-1xVEGF leaders Akeso/Summit and BioNTech.
Aliada’s ALIA-1758 addresses the same target as Lilly’s Kisunla, but is paired with a blood-brain barrier transport technology that may offer high affinity and potential for lower dosing.
Lyell believes ImmPACT’s dual CD19/20-targeted CAR-T could offer better response rates than Yescarta or Breyanzi and will focus on IMPT-314 while terminating much of its own pipeline.