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.
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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.
Roivant Advances Mosliciguat to Phase 3 After Strongest PVR Reduction Yet in PH-ILD
Mosliciguat cut PVR 56.3% vs placebo in Phase 2 PH-ILD, improved 6-minute walk, and advanced to Phase 3. Shares jumped on the data.
Another Setback for Novo: Two More Ziltivekimab Cardiovascular Trials Ended
Novo Nordisk stopped the HERMES and ATHENA trials of ziltivekimab after a data committee said they were unlikely to succeed, following the ZEUS miss.
Amgen Slides After BMO Downgrade and Rival Heart-Drug Miss
BMO cut Amgen to Market Perform on valuation after a 34% YTD rally. A Novartis Lp(a) trial miss also raises questions for Amgen’s olpasiran.