Biogen Anti-LINGO MS Study Failure Removes Upside

Insmed’s inhaled treprostinil exceeded goals for reducing pulmonary vascular resistance and improving six-minute walk test distance in Phase IIb data.

Data from the BROADWAY trial testing LDL-C reduction in adults with ASCVD showed that obicetrapib improved Alzheimer’s disease biomarkers, including tau and amyloid. Analysts think the data could differentiate obicetrapib against competitors in the cholesterol market.

The firm has its ‘foot on the gas’ to accelerate development of its FRα-targeting antibody-drug conjugate, Rina-S, but rival Lilly is also moving rapidly into Phase III.

Intended as obesity monotherapy and for combination with the firm’s GLP-1 analog, MET-0233i showed best-in-class efficacy with placebo-like tolerability at low doses.