Barzolvolimab met every Phase 3 CSU goal, with 42–54% complete responses. Shares still fell on high expectations, thin safety detail, and oral/injectable rivals.
Viking reported 16–19% weight loss at week 21 and strong maintenance on monthly dosing. GI side effects in the later phase looked like placebo.
CMS says Medicare pays 16% more than private insurers for lab tests. Preliminary 2027 rates could save $1B a year, with cuts capped at 15%. Craig-Hallum flags code confusion at GeneDx, Adaptive and Myriad, but says the WGS drop looks overdone.
Alkermes said ALKS 7290 improved adult ADHD scores in 14 days and was generally well tolerated. Phase 2 data are expected in 2027.
Phase 2 CSU data favored CUE-221 over placebo and Xolair. Missing IgE/PK results and a late fade drove a 24% drop. B. Riley: Buy, $83 PT.
Distant 2030 goals failed to ease concerns over patents and Lilly.
