Mo­men­ta clears a PhII hur­dle on nipo — but one big ri­val re­mains well in the lead in this packed field

Mo­men­ta $MN­TA had a few things to prove go­ing in­to its in­ter­im analy­sis of a Phase II study for its drug nipocal­imab (M281) in treat­ing gen­er­al­ized myas­the­nia gravis.

The small study had to pro­vide some clear ev­i­dence of sub­stan­tial ef­fi­ca­cy over a place­bo. They al­so need­ed a clean safe­ty pro­file that point­ed the way to a po­ten­tial su­pe­ri­or pro­file over the com­pe­ti­tion it faces in the clin­ic — par­tic­u­lar­ly with ar­genx’s ri­val drug be­ing teed up for an FDA fil­ing in the wake of a suc­cess­ful Phase III.

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