Evommune Shares Slide After Second Mid-Stage Miss for Oral Eczema Drug
The company will not advance the drug in eczema and shifts focus to EVO301.
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#XY Event-Driven Stocks↓
Oppenheimer Lifts Pharvaris Target to $75 After Oral HAE Pill Cuts Attacks by 83%
Oral deucrictibant XR met all endpoints; FDA filing eyed for H1 2027.
Positive Readouts, High Bar: Why the Market Faded GPCR
Phase 3 is years away, GI side effects appeared at active amylin doses, and the oral GLP-1 bar is already high.
Inhibrx’s OX40 Combo Nearly Doubles Responses — Investors Focused on the HPV Catch
First randomized OX40 agonist win in HNSCC still sparked a selloff. Investors questioned how broad the commercial opportunity really is.
Beam Therapeutics Sell-Off: Updated Phase 1/2 Data on BEAM-302 for AATD
Beam shares fell after updated BEAM-302 data showed durable AAT correction. Incremental results sparked classic biotech profit-taking.
Novartis Muscle-Disease Drug Misses Phase 3 Goal, Shares Drop After $12 Billion Avidity Bet
Novartis del-desiran missed its Phase 3 HARBOR goal in DM1. Shares fell ~9–10% a day after a cholesterol-drug miss. Sarepta and Dyne also dropped.