ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung
WCLC: Hold you HARMONis: Keytruda safe from Summit
ADCs @ ASCO: concerns over Dato-DXd in 1L Lung; GILD 2L OS as bad as AZN; SKB high ORR in unusual trial
MRNA/MRK: ASCO cancer vaccine data does not address pre-treatment imbalances that may be driving result
ROG/SRPT: Duchenne EMBARK likely enought to lessen age restrictions
AZN/ROG: Roche/AZN: SERDs restrict or fail
CYTK/BMY: aficamten approvable, but may not be better than BMY rival Camzyos
MRK: One big hit amongst smaller approvable assets
BMY/JNJ/BAYN: Bayer AF failure does not reduce chances for Factor XI in stroke
AZN/GILD/Daiichi: ADC's face stiff hurdles in 1st line lung cancer
JNJ/PTGX: JNJ2113: Oral dosing faces hurdles of new rival classes in psoriasis & Ulcerative Colitis
