EU Pharmaceuticals: The Weekly Fix: EU pharma data pack

研报英文原文证据摘录

EU Pharmaceuticals: The Weekly Fix: EU pharma data pack

ompany data, Deutsche Bank Research (last updated post-Q4'25)

Figure 278: Grifols - upcoming catalysts

Product Indication Event/Comments Date

GIGA2339 [anti-HBV mAbs] HBV P1 Complete 25% patient enrolment Q2 2025

Gamunex SjD Gamunex-C in Bags FDA submission + SID P3 ongoing Q2 2025

OSIG [ocular surface Ig] DED Next steps unknow; IND cleared May-25

Xembify [IgG solution] CIDP P3 ongoing; IND submission Q2'25

Biotest Fibrinogen Bleeding disorder US approval [EU launch Q4'25 followed by US Q1’26] 19th Dec 2025

Source : Company data, Deutsche Bank Research (last updated post-Q4'25)

Figure 279: Ipsen - upcoming catalysts

P2 LANTIC (NCT04821089) positive headline full data to be presented

IPN10200 Ax Upper facial lines 16th May 2026

at Music City SCALE 2026. (P3 initiated Q3'25)

Tovorafenib (Ojemda) pediatric low-grade glioma P3 FIREFLY-1 EU approval 22nd Apr 2026

Dysport Chronic migrane P3 C-BEOND (NCT06047444) PCD; Jun'26 readout H2 2026

Dysport Episodic migrane P3 E-BEOND (NCT06047457) readout (PCD: Jun'26) H2 2026

Bylvay Biliary atresia P3 BOLD (NCT04336722) readout (PCD:Jun'26) H2 2026

Iqirvo Primary biliary cholangitis P3 ELSPIRE readout H2 2026

ICT01 AML P2b/3 initiation 2026

Mono in newly diagnose

Tovorafenib (Ojemda) children & young adults with P3 FIREFLY-2 readout (NCT05566795) readout (PCD: Feb'26) 2027

RAF-mutated glioma

Tazverik 2L FL P3 SYMPHONY-1 (NCT04224493) readout (PCD: Mar'26) 2027

IPN10200 Tx Chronic and episodic migraine P2 MERANTI (NCT06625060) readout (PCD: May'27) 2027

IPN10200 Tx Upper-limb spasticity (adults) P2 LANTIMA (NCT04752774) readout (PCD: Oct'27) 2027

IPN1194 Solid tumors P1/2a (NCT06305247) PCD: Mar'28

Source : Company data, Deutsche Bank Research (last updated post-Q1'26)