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NOVN/ROG/IONS/CALTX/AZN: Factor B lacking the X Factor in IgAN

Amit Roy
Aug 20, 2024
1 min read

Following the success of Novartis’ Factor B complement inhibitor Fabhalta, Roche has partnered with IONIS to exploit Factor B inhibition through a form of gene therapy known as antisense oligonucleotide (ASO). However...

Grasshopper reflections

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Focus Research

CNTA/4502/ALKS: Differentiation challenges for CNTA ORX750 orexin agonist vs Takeda in NT1&2, despite clean phase 1

CNTA/4502/ALKS: Differentiation challenges for CNTA ORX750 orexin agonist vs Takeda in NT1&2, despite clean phase 1

CNTA/4502/ALKS: Differentiation challenges for CNTA ORX750 orexin agonist vs Takeda in NT1&2, despite clean phase 1

RARE/MREO: ORBIT UX143 P2 improvements NOT solely due to natural progress seen with age

RARE/MREO: ORBIT UX143 P2 improvements NOT solely due to natural progress seen with age

RARE/MREO: ORBIT UX143 P2 improvements NOT solely due to natural progress seen with age

New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

JNJ: JNJ4804 Despite likely efficacy, maintenance Rx concerns over combo in UC

New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

JNJ: New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

VERA: IgAN: Atacicept phase III ORIGIN3: likely positive but Fabhalta will be hard to hurdle

VERA: IgAN: Atacicept phase III ORIGIN3: likely positive but Fabhalta will be hard to hurdle

VERA: IgAN: Atacicept phase III ORIGIN3: likely positive but Fabhalta will be hard to hurdle

JNJ/PTGX: JNJ2113: Concerns over upcoming (Q1) oral IL23 ANTHEM trial in Ulcerative Colitis

JNJ/PTGX: JNJ2113: Concerns over upcoming (Q1) oral IL23 ANTHEM trial in Ulcerative Colitis

JNJ/PTGX: JNJ2113: Concerns over upcoming (Q1) oral IL23 ANTHEM trial in Ulcerative Colitis

NOVN: Ianalumab’s unique Sjögren’s data, likely first

NOVN: Ianalumab’s unique Sjögren’s data, likely first

NOVN: Ianalumab’s unique Sjögren’s data, likely first

NOVN: Consensus missing large Fabhalta upside

NOVN: Consensus missing large Fabhalta upside

NOVN: Consensus missing large Fabhalta upside

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung

ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung

ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung

Recent Reseacrh

CNTA/4502/ALKS: Differentiation challenges for CNTA ORX750 orexin agonist vs Takeda in NT1&2, despite clean phase 1

RARE/MREO: ORBIT UX143 P2 improvements NOT solely due to natural progress seen with age

New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

JNJ: JNJ4804 Despite likely efficacy, maintenance Rx concerns over combo in UC

New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

JNJ: New Imaavy faces headwinds from Myasthenia incumbents but promising in other FcRn markets

VERA: IgAN: Atacicept phase III ORIGIN3: likely positive but Fabhalta will be hard to hurdle

JNJ/PTGX: Icotrokinra ANTHEM-Ulercative Colitis efficacy similar to oral competitors

JNJ/PTGX: JNJ2113: Concerns over upcoming (Q1) oral IL23 ANTHEM trial in Ulcerative Colitis

NOVN: Ianalumab’s unique Sjögren’s data, likely first

NOVN: Ianalumab’s unique Sjögren’s data, likely first

NOVN: Ianalumab’s unique Sjögren’s data, likely first

NOVN: Consensus missing large Fabhalta upside

NOVN: Consensus missing large Fabhalta upside

NOVN: Consensus missing large Fabhalta upside

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

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