CNTA/4502/ALKS: Differentiation challenges for CNTA ORX750 orexin agonist vs Takeda in NT1&2, despite clean phase 1
Ahead of CNTA’s ORX750 phase 2 data and after the recent publication of Takeda’s orexin agonist oveporexton (TAK-861) two phase 3 trials, interest in competitor orexin agonists from CNTA and ALKS in both narcolepsy type I (NT1), as well as related narcolepsy type II (NT2) and hyper insomnia, have come back into focus. We undertake an in-depth analysis of the current orexin agonist efficacy and safety data to make a like-for-like comparison of oveporexton with Centessa’s ve
RARE/MREO: ORBIT UX143 P2 improvements NOT solely due to natural progress seen with age
Ahead of Ultragenyx's [RARE] 4Q25 ORBIT Osteogenesis Imperfecta setrusumab phase III, our comprehensive report reveals phase II...
JNJ: JNJ4804 Despite likely efficacy, maintenance Rx concerns over combo in UC
The market continues to underestimate Imaavy's prospects from...
JNJ: New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets
The market continues to underestimate Imaavy's prospects from...
VERA: IgAN: Atacicept phase III ORIGIN3: likely positive but Fabhalta will be hard to hurdle
Ahead of VERA’s upcoming ORGIN3 IgA nephropathy trial in 2Q25, our analysis suggests a positive Phase III outcome that is in line with its IgAN competitors. However, longer-term data from a non-BAFF/APRIL competitive class may be a hurdle...
JNJ/PTGX: JNJ2113: Icotrokinra ANTHEM-Ulercative Colitis efficacy similar to oral competitors
Despite headline efficacy in PTGX/JNJ's ulcerative colitis phase 2 ANTHEM-UC at its highest dose, the initial efficacy appears similar to...
JNJ/PTGX: JNJ2113: Concerns over upcoming (Q1) oral IL23 ANTHEM trial in Ulcerative Colitis
With JNJ2113's (icotrokinra) upcoming ulcerative colitis ANTHEM-UC trial reading out this first quarter, our unique UC specific analysis...
NOVN: Ianalumab’s unique Sjögren’s data, likely first
Ianalumab is well placed to be the first treatment to enter the notoriously challenging Sjögren’s syndrome, with its unique data endowing it with credibility for phase III in this indication, which has been fraught with failures in a field of three competitors with otherwise similar data.
NOVN: Consensus missing large Fabhalta upside
The market continues to underestimate Fabhalta's prospects from current and potential indications. The recent positive APPULSE trial...
NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough
NOVN lipoprotein (a) cholesterol-lowering pelacarsen is likely to be the first cardiovascular breakthrough in decades by reducing an...
ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung
Since our first ADC report over a year ago, our analysis has demonstrated significant doubts about all three leading TROP2 ADCs (AZN,...
