February - 2024

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

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...

ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung

Oct 3

WCLC: Hold you HARMONis: Keytruda safe from Summit

Sep 22

ADCs @ ASCO: concerns over Dato-DXd in 1L Lung; GILD 2L OS as bad as AZN; SKB high ORR in unusual trial

Jul 1

MRNA/MRK: ASCO cancer vaccine data does not address pre-treatment imbalances that may be driving result

Jun 18

ROG/SRPT: Duchenne EMBARK likely enought to lessen age restrictions

May 29

AZN/ROG: Roche/AZN: SERDs restrict or fail

Apr 23

CYTK/BMY: aficamten approvable, but may not be better than BMY rival Camzyos

Feb 29

MRK: One big hit amongst smaller approvable assets

Feb 5

BMY/JNJ/BAYN: Bayer AF failure does not reduce chances for Factor XI in stroke

Nov 20, 2023

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