$UCB's drug portfolio is made up of older drugs; companies including $PFE and $LLY are much fresher. But $PFE won't stay that way for long... Here's my analysis for @evaluatevantage: evaluate.com/vantage/articl…

$SNY vaccine investor event today, early data with its mRNA flu vaccine SP0273 👉low response in B strains ( $MRNA also had this issue) & initial safety data. Here's our previous look at $MRNA's flu vaccine, also includes a pipeline table: evaluate.com/vantage/articl… $GSK $PFE

The datopotamab Tropion-Lung01 data featured in my recent big pharma catalyst story, check it out for more big upcoming readouts 👉evaluate.com/vantage/articl… $AZN $DSNKY $JNJ $BMY $MRK $RHHBY $ABBV $AZN $NVS

Investors read between the lines on datopotamab, and don't like what they see. My quick take on the Tropion-Lung01 topline results, via @evaluatevantage. Includes consensus sales forecasts from Evaluate Pharma $AZN $DSNKY evaluate.com/vantage/articl…

My June FDA tracker is here, keeping an eye on all the approval decisions and panels: there were two gene therapy 👍 but also three delays and seven (!) CRLs, check out all the details here: evaluate.com/vantage/articl… $SRPT $BMRN $PFE $GSK $AMRX $ESALY $BIIB $RHHBY $ICPT

Biopharma buyouts bounce back: check out our first H1 data story, which looks at M&A (spoiler alert: we're nearly at 2022's level already). Via @evaluatevantage $PFE $AMGN $NVS $AZN evaluate.com/vantage/articl…

Tomorrow is Pdufa day for $ESALY & $BIIB's Leqembi (full approval decision) here's a look at all of this month's key FDA dates 👉 evaluate.com/vantage/articl… Interested in last month's 👎👍? Check out my FDA tracker: evaluate.com/vantage/articl… $TAK $SNY $NVS $SRPT $BMRN $RHHBY $ICPT

$TAK Takeda Announces Voluntary Withdrawal Of BLA For Dengue Vaccine Candidate TAK-003

Stock market strife subsides in second quarter, though we might not be out of the woods yet. The @evaluatevantage take, with Edwin Elmhirst evaluate.com/vantage/articl…

$LLY downplays tau testing needs as full donanemab phase 3 data presented at #AAIC2023. My take via @evaluatevantage evaluate.com/vantage/articl…

The urticaria pipeline is pretty busy, but can anyone beat Xolair? Here's a look at the late-stage projects due to report clinical data in the next six to 12 months 👉evaluate.com/vantage/articl… $NVS $RHHBY $SNY $REGN $AMGN $AZN $ALLK $CLDX

On Sep 27 an FDA advisory panel committee will discuss and make recommendations on BrainStorm Therapeutics’ debamestrocel (autologous bone marrow-derived mesenchymal stromal cells induced to secrete neurotrophic factors), which is proposed to treat ALS. public-inspection.federalregister.gov/2023-15923.pdf

Good timing for my Pdufa story given the $BIIB $RETA news, Zuranolone's decision is due 5 Aug. Check out the full August table here👉evaluate.com/vantage/articl… #FDA $SAGE $ALPMY $APLS $REGN $PFE $NVS #ASRS2023

Here's a look at upcoming trial readouts in Nash, for the back half of 2023 and 2024. Featuring $ZEAL, $AKRO, $LLY, $PFE, $AZN, $GILD and more! evaluate.com/vantage/articl…

As you've probably guessed, I'm no longer at Evaluate Vantage along with several of my esteemed colleagues. I'm still interested in biopharma catalysts, but I'm hoping to make a career move into intellectual property, so hit me up with account suggestions 😀