ASH data build cases against rivals for Novartis in PNH, BeiGene in blood cancers

Latebreaking ASH abstracts reveal the magnitude of benefit Novartis’ iptacopan and BeiGene’s Brukinsa showed in head-to-head studies against established treatments, positioning the therapies to capture market share.

While Novartis AG (SIX:NOVN; NYSE:NVS) and BeiGene Ltd. (NASDAQ:BGNE; HKEX:6160; Shanghai:688235) had already announced top-line results from the Phase III APPLY-PNH and ALPINE studies, respectively, new abstracts published ahead of next month’s American Society of Hematology meeting quantify the treatments’ benefit on primary and secondary endpoints...