Foveal LLP Independent Investment Research Foveal Research

Despite ROG last week’s Ocrevus FDA approval for PPMS & RRMS, its lack of benefit in women with PPMS and increased cancer risk and little di

Awaiting full data: Roche announced that APHINITY met its primary endpoint , but as expected details are to be published at an upcoming...

We present the third update of our APHINITY analysis, originally published two years ago and find the risks of early stage Perjeta...

Bristol's announcement that it is not pursuing an accelerated FDA approval pathway for Yervoy and Opdivo in first line lung cancer was...

Endpoints claified: There have recently been some uncertainties surrounding the exact endpoint and timings of the upcoming MYSTIC IO/IO...

What's the endpoint?: There have recently been some uncertainties surrounding the exact endpoint and timings of the upcoming MYSTIC combo...

Head and neck specific? The FDA placed a partial clinical trial hold on recruiting new patients to AstraZeneca’s anti PD-L1 (durvalumab)...

Chemo combos continue to look equivocal, while IO combos remain durable as MYSTIC’s shadow clears New ESMO lung cancer data bodes well...

Astra's underappreciated oncology pipeline stalking the market We initiate on AstraZeneca with an overweight rating and a Target Price of...

Pressure on anti PD-L1s: ESMO 2016 increases the body of evidence that anti PD-L1s from Roche, Astra and PFE/MRCG may fall short of PD-1s...