BridgeBio historically holds educational webinars weeks before releasing key data. Investors should view the upcoming event on its achondroplasia drug as a way to frame the future data readout, not as the readout itself. Data is not expected until at least February.
By elevating the riskier peak VO2 endpoint to a co-primary with KCCQ, Cytokinetics only needs to hit one for the trial to succeed. This clever design increases the probability of a positive top-line result for its non-obstructive hypertrophic cardiomyopathy indication, a sizable market.
The market has broadly punished vaccine stocks, but the US administration's negative focus has been primarily on COVID-19 vaccines. In contrast, recent HHS guidance specifically recommended pneumococcal vaccines for all children, suggesting a positive macro environment for companies like Vaxite.
While efficacy seems similar to Bristol's Kamsiyos, MYCorzo's key advantage is being less resource-intensive for doctors. With fewer required echos, a better drug interaction profile, and faster titration, it simplifies physician workflow, which could drive adoption and market share over time.
Similar to how Gilead was viewed before its stock surge, Biogen is seen as a sleepy big-cap with a declining core business. However, it has several underappreciated near-term catalysts in Alzheimer's (tau program), SLE, and lupus that could re-rate the stock.
In renal cell carcinoma, Arcus's casdadafin demonstrated a 12.2-month median PFS as a monotherapy. This nearly matches the 13.7-month PFS of Merck's competitor drug, belzutafan, when used in combination. This suggests Arcus's upcoming combination data could be substantially superior.