NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough
NOVN lipoprotein (a) cholesterol-lowering pelacarsen is likely to be the first cardiovascular breakthrough in decades by reducing an...
ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung
Since our first ADC report over a year ago, our analysis has demonstrated significant doubts about all three leading TROP2 ADCs (AZN,...
WCLC: Hold you HARMONis: Keytruda safe from Summit
Despite the recent large PD1 beat by Summit/Akeso’s ivonescimab (SMT112) versus gold standard Keytruda [MRK] in lung cancer at WCLC24,...
ADCs @ ASCO: concerns over Dato-DXd in 1L Lung; GILD 2L OS as bad as AZN; SKB high ORR in unusual trial
Following ASCO 24, we update our detailed analysis of the current phase late-stage data from AZN/Daiichi’s TROPION Gilead’s EVOKE and MRK
MRNA/MRK: ASCO cancer vaccine data does not address pre-treatment imbalances that may be driving result
While updated ASCO data from MRNA/MRK KEYNOTE 942 suggests maintenance of the RFS difference seen last year, it continues to be driven by...
ROG/SRPT: Duchenne EMBARK likely enought to lessen age restrictions
Despite the headline failure of the phase 3 EMBARK trial in Duchenne, the FDA accepted an efficacy supplement aimed to remove the 4-5y...
AZN/ROG: Roche/AZN: SERDs restrict or fail
We continue to see well below consensus prospects for Roche’s selective oestrogen receptor degrader (SERD) giredestrant, facing stiff...
CYTK/BMY: aficamten approvable, but may not be better than BMY rival Camzyos
While at first sight, the body of aficamten data in obstructive hypertrophic cardiomyopathy (oHCM) may appear slightly ahead of Camzyos...
MRK: One big hit amongst smaller approvable assets
MRK: We examine in detail, the prospects of five median term Merck pipeline assets, over the next 6 years and find that there are good...
BMY/JNJ/BAYN: Bayer AF failure does not reduce chances for Factor XI in stroke
Bayer announced Monday that its Factor XIa phase III trial of asundexian to prevent strokes in high risk patients with atrial...
AZN/GILD/Daiichi: ADC's face stiff hurdles in 1st line lung cancer
AZN/GILD/Daiichi: Market expectations are running high for ADC’s toxic payload in NSCLC We undertake a detailed analysis the current...
