Novartis stopped work on an ALS candidate, ending development of VHB937/lifonebart after a Phase 2 flop. The decision adds to ongoing R&D strain for the Swiss pharma group as it continues pruning late-stage and mid-stage programs. The termination also reinforces how quickly ALS timelines can compress after disappointing efficacy signals, especially as investors demand clearer differentiation. For the broader space, the move is another data point for ALS attrition risk and the need for better patient stratification and target engagement evidence before Phase 2 pivots.
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