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,...
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Recent Research
Sep 22
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,...
Jul 1
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
Jun 18
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...
May 29
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...
Apr 23
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...
Feb 29
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...
Feb 5
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...
Nov 20, 2023
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...
Oct 31, 2023
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...
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