Foveal LLP Independent Investment Research Foveal Research

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.

The market continues to underestimate Fabhalta's prospects from current and potential indications. The recent positive APPULSE trial demonstrating Fabhalta's superiority by safely switching from injectable c5 to oral Fabhalta in Primary Nocturnal Haematuria (PNH) along with our unique, comprehensive analysis of Fabhalta's seven in-trial line extensions reveals multi-blockbuster opportunities with minimal competition in at least four other diseases with excellent FDA prospects

NOVN lipoprotein (a) cholesterol-lowering pelacarsen is likely to be the first cardiovascular breakthrough in decades by reducing an alternative cholesterol molecule to prevent heart attacks, with AMGN, LLY and SLN close behind...