Citi Calls Olema Drop After AstraZeneca Trial Miss a Buying Opportunity
Citi calls Olema’s drop after AstraZeneca’s SERENA-4 miss excessive, keeps Buy and $59 target, and sees $20 value from later-line use.
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FDA Approves First SMA Drug That Targets Muscle Loss, Not Just Nerves
The FDA approved Scholar Rock’s Isembyld, the first SMA therapy aimed at muscle wasting in patients already on nerve-targeted treatment.
AstraZeneca’s Etcamah Combination Falls Short of Statistical Significance in SERENA-4
The Phase III SERENA-4 trial did not meet its primary PFS endpoint in untreated advanced ER-positive, HER2-negative breast cancer, despite a numerical benefit.
FDA Approves First Treatment for Children Ages 4–11 With Rare Immune Disease APDS
The FDA has approved Pharming’s Joenja as the first U.S. treatment for children ages 4–11 with APDS who weigh at least 27 kg.
Auvelity’s Early Alzheimer’s Agitation Launch Draws Bullish Analyst Notes
Mizuho, Needham and Guggenheim cite 32–34% script growth and robust 65+ uptake as Auvelity’s Alzheimer’s agitation launch gets off to a strong start.
JPMorgan Puts $135 Target on Dianthus After Starting Coverage
Lead drug claseprubart (also known as DNTH103) plus $1.2B cash into 2030.