EP Vantage
Seeking Alpha
United Kingdom
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Past articles by EP:
Upcoming Events - Late-Stage Data Due For Amicus And Insmed
Welcome to your weekly digest of approaching regulatory and clinical readouts. Amicus (NASDAQ:FOLD) is awaiting phase III data for SD-101, a potential topical e → Read More
Surprisingly Broad Lynparza Approval Levels The Playing Field
Courtesy of the Solo-2 trial Lynparza had already shown itself to be on a par with Tesaro's (NASDAQ:TSRO) Zejula, so the big surprise of its US approval yesterd → Read More
Snippet Roundup: Transparency For Straumann But A Black Box For Pfizer
Welcome to your weekly roundup of EP Vantage's snippets - short takes on smaller news items. This week, August 14 to 18, 2017, we had thoughts on the following: → Read More
Biogen's Alzheimer's Hope Tops The Sector's Most Valuable Pipeline Projects
Is it telling of some frothiness in the market that the industry's most valuable late-stage asset is thought to be Biogen's (NASDAQ:BIIB) Alzheimer's antibody a → Read More
Opdivo's Renal Failure Boosts Exelixis
On the face of it Bristol-Myers Squibb's (NYSE:BMY) failure yesterday to show a progression-free survival benefit for Opdivo plus Yervoy in first-line kidney ca → Read More
Hansa Gears Up In Kidney Transplant
Kidney transplant is the gold standard for patients with end-stage renal disease, but some have antibodies against the donor organ that make it hard for them to → Read More
As Zytiga's Importance Grows, So Does That Of Generics
Johnson & Johnson's (NYSE:JNJ) Zytiga was launched in 2011 with barely any patent life left and, now that its potential in very early stages of prostate can → Read More
The Balloon Goes Up For Apollo And Reshape
An FDA warning letter spurred by the deaths of four obesity patients implanted with Apollo Endosurgery's (NASDAQ:APEN) Orbera intragastric balloon and another o → Read More
Alnylam Shoots For The Moon With Apollo
With expectations sky high ahead of the Apollo readout, Alnylam's (NASDAQ:ALNY) amyloidosis project patisiran has a lot to live up to - and any hint of disappoi → Read More
Fibrogen And Galapagos Raise Lung Disease Hopes
Important new data on novel idiopathic pulmonary fibrosis candidates look set to continue to emerge in the wake of two encouraging reports in the past couple of → Read More
Ionis Absorbs Glaxo Rare Disease Cull
From Ionis Pharmaceuticals' (NASDAQ:IONS) perspective, Glaxosmithkline's (NYSE:GSK) decision to opt out of its collaboration on inotersen and Ionis-FB-LRX is no → Read More
Sage And Ablynx Look To Their Lead Assets
Welcome to your weekly digest of approaching regulatory and clinical readouts. Sage Therapeutics (NASDAQ:SAGE) has a busy year ahead, with three phase III reado → Read More
Snippet Roundup: A Small Success For Galapagos And A Big One For Karius
Welcome to your weekly roundup of EP Vantage's snippets - short takes on smaller news items. This week, August 7 to 11, 2017, we had thoughts on the following: → Read More
Rebiotix Tries To Get One Up Over Seres
Mid-stage failure a year ago crushed the stock of Seres Therapeutics (NASDAQ:MCRB), but now Rebiotix, a private group also focusing on the microbiome and also t → Read More
Viral Success For Grail But Not With Core Tech
Grail has proven that its DNA-based blood test can be used to screen for cancer. However, the DNA it has used to identify patients with nasopharyngeal carcinoma → Read More
Looking Beyond Factors In Hemophilia
The hemophilia market is set for a shake-up - in the near term with Roche's (OTCQX:RHHBY) bispecific antibody emicizumab and in the longer term with even more c → Read More
Cempra And Melinta's Lesson In Value Destruction
If you want to be a millionaire start with a billion dollars and launch a new airline, the entrepreneur Richard Branson once said. The aphorism can often be app → Read More
Dermira Grabs Big Pharma Castoff
The deal sealed by Dermira yesterday for certain rights to Roche's (OTCQX:RHHBY) lebrikizumab echoes a transaction last year between Leo Pharma and Astrazeneca → Read More
Positive Triplet Data Should Accelerate Esperion Deal-Making Chatter
Positive phase II data for Esperion's (NASDAQ:ESPR) fixed-dose pill of bempedoic acid plus Zetia in combination with statin therapy should increase investor hop → Read More
Does Roche Have The Hemophilia X Factor?
The hemophilia A market is turning into a fierce battleground, but some can see a winner emerging, at least in patients who have developed inhibitors. We really → Read More