Report
Alex Cogut ...
  • Valliant Campagne

Another swing and a miss in AD? Initiating with a SELL ahead of the phase 2b readout

During 2023, the amyloid hypothesis was clearly validated with the full approval of lecanemab. Vivoryon's varoglutamstat, which inhibits amyloid plaque formation but doesn't clear existing one, showed limited to no efficacy in a short phase 2a study with significant non-adherence. While the drug is
Underlying
Vivoryon Therapeutics

Provider
Bryan Garnier
Bryan Garnier

Since 1996, Bryan, Garnier & Co has been growing with an absolute conviction that the investment banking landscape would experience a major revolution: most of the large local generalist banking groups will disappear to the benefit of a handful of global powerhouses, and an emerging group of independent, highly specialised boutique investment banks.

Analysts
Alex Cogut

Valliant Campagne

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