“Biogen is gonna show full data for their anti tau ASO, for the treatment of Alzheimer's. The study missed its primary endpoint, but Biogen is moving into phase three.”
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Biogen formally initiates phase three trial(s) for anti-tau ASO in Alzheimer's disease
Yaron Werber predicts ITC will issue initial decision on BioMarin vs. Ascendis patent case by August 21, 2026, with final decision by December 21, 2026.
Yaron Werber predicts BioNTech will report phase three stage 2 data for CTLA-4 in second-line squamous lung cancer showing survival benefit vs. docetaxel.
Takeda's polycythemia vera drug (in collaboration with Protagonist) has a third quarter PDUFA date.
Cullinan's lung cancer drug has a February PDUFA date for second-line indication following positive first-line phase three data.
Jake Beecroft predicts that achieving an Australia-like accelerated first-in-human trial system in the US will require an act of Congress.
Yaron Werber predicts Ascendis will have until March 2027 to convert patients if they lose the ITC patent case, with initial decision expected August 21, 2026.
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