Mirum's brelovitug hit its Phase 3 endpoint in hepatitis delta, but Gilead's Hepcludex already holds the US approval and Vir's program is in flight. A strong readout no longer guarantees the market follows.
KRAS sat on the undruggable list for decades. Silexion's SIL204 is built to silence the mutation earlier in the cell, and the Phase 2/3 program is now moving into patients.
Barzolvolimab cleared hives in about half of Phase 3 CSU patients by week 24, including many Xolair failures, but two anaphylaxis cases sent Celldex shares down 13% ahead of a 2027 BLA.
Iambic Therapeutics filed for a Nasdaq IPO the same morning it announced an AbbVie collaboration. Public markets will still judge the company on whether its brain-penetrant HER2 inhibitor holds up against Enhertu and Tukysa.