Foveal LLP Independent Investment Research Foveal Research

NOVN lipoprotein (a) cholesterol-lowering pelacarsen is likely to be the first cardiovascular breakthrough in decades by reducing an...

Since our first ADC report over a year ago, our analysis has demonstrated significant doubts about all three leading TROP2 ADCs (AZN,...

Despite the recent large PD1 beat by Summit/Akeso’s ivonescimab (SMT112) versus gold standard Keytruda [MRK] in lung cancer at WCLC24,...

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

While updated ASCO data from MRNA/MRK KEYNOTE 942 suggests maintenance of the RFS difference seen last year, it continues to be driven by...

Despite the headline failure of the phase 3 EMBARK trial in Duchenne, the FDA accepted an efficacy supplement aimed to remove the 4-5y...

We continue to see well below consensus prospects for Roche’s selective oestrogen receptor degrader (SERD) giredestrant, facing stiff...

While at first sight, the body of aficamten data in obstructive hypertrophic cardiomyopathy (oHCM) may appear slightly ahead of Camzyos...

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...

Bayer announced Monday that its Factor XIa phase III trial of asundexian to prevent strokes in high risk patients with atrial...