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Latest From TMS Co., Ltd.

Biogen’s Q2 Highlights Need For Near-Term Successes

Second quarter performance was better than expected, but commercial weaknesses show the need for R&D wins and M&A deals as Tecfidera generics and aducanumab uncertainty weigh on the company.

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Enthusiasm Builds For Biogen’s BAN2401 In Alzheimer's, But SMA Gene Therapy Hits A Snag

The company told its Q2 call it plans to talk to regulators about a filing strategy for the amyloid-targeting antibody based on Phase II data. Spinraza had a strong quarter, but Biogen’s SMA gene therapy is on clinical hold. 

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Deal Watch, Focus On Asia: Cipla Licenses India Rights To Lilly’s Basalgar

Cipla expands on its in-licensing strategy in India with Lilly’s insulin glargine product, while Aptose signs second agreement with CrystalGenomics to add Chinese rights for leukemia candidate CG-806, and Yakult gains Japanese rights to Verastem's duvelisib.

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Deal Watch: BridgeBio To Launch New Subsidiary Around Rare Disease Candidate Obtained From Alexion

Sanofi completes the transition of its infectious disease unit to Evotec. Perhaps not yet done with virology, Gilead licenses technology for HIV/hep B vaccines from Hookipa.

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