Foveal LLP Independent Investment Research Foveal Research

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...

MRK: Ahead of the first of 3 upcoming 2025 oral PCSK9 CORALreef phase III results in 2Q25, our in-depth analysis suggests a favourable...

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

AZN/GILD/Daiichi: Market expectations are running high for ADC’s toxic payload in NSCLC We undertake a detailed analysis the current...

The injectable IL23 class has been successful in treating a wide variety of inflammatory conditions such as psoriasis and inflammatory...

New data from MRK/MRNA cancer vaccine at ASCO last week continues to suggest a large underperformance of Keytruda control arm, along with...

As we highlighted in our February 23, 2020 report “Kisqali’s kiss of life“, NOVN's NATALEE trial of Kisqali demonstrated the broadest...