Tape
ATXA$18.42+34.1%BTD granted
IOVX$11.08+12.7%M&A comp
HEPX$6.55-18.3%P3 primary miss
NRVO$27.90+8.4%Enrollment done
CRSP$51.20+4.2%Durability data
RGNX$9.13-6.1%CRL rumor
ATXA$18.42+34.1%BTD granted
IOVX$11.08+12.7%M&A comp
HEPX$6.55-18.3%P3 primary miss
NRVO$27.90+8.4%Enrollment done
CRSP$51.20+4.2%Durability data
RGNX$9.13-6.1%CRL rumor
IntelligenceLive
The premise
A terminated trial is not a failed drug.
Programs stop for accrual, funding, and strategy far more often than for safety or efficacy. When the hypothesis was never tested, the asset is still live.
5.8%
cite safety or efficacy
26.9%
stopped on accrual
Four
public sources
Zero
black-box scores
Overnight
What moved
A case
Tandutinib
Shelved from AML, 2011. Not for safety. Not for efficacy.
Terminated for portfolio prioritization, not safety or efficacy. The open question is glioblastoma.