reports
- Maria Vara
- Oscar Haffen Lamm
End of coverage
From 5th February, we will no longer include in our research universe:Adaptimmune, ALK, argenx, Autolus, Cellectis, Galapagos, Hansa Biopharma, Heidelberg Pharma, Immatics, Immunocore, Ipsen, Moonlake Immunotherapeutics, Pharvaris, UCB, Vivoryon Therapeutics, Zealand Pharma, Nicox, GenSight Biologi
CLLS CELLECTIS ADS
ADAP ADAPTIMMUNE THERAPEUTICS ADS
ANZ AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED
HPHA HEIDELBERG PHARMA AG
COX NICOX SA
UCB UCB S.A.
HNSA HANSA BIOPHARMA AB
SIGHT GENSIGHT BIOLOGICS SA
ALSEN SENSORION SAS
ALKb ALK-ABELLO
ARGX ARGEN-X SE
AUTL AUTOLUS THERAPEUTICS ADS
IMCR IMMUNOCORE HOLDINGS ADS
PHVS PHARVARIS NV
MLTX MOONLAKE IMMUNOTHERAPEUTICS
IMTX IMMATICS
GLG GALAPAGOS
VVY VIVORYON THERAPEUTICS
- Alex Cogut
- Valliant Campagne
Another swing and a miss in AD? Initiating with a SELL ahead of the ph...
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
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