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Recent Research
Aug 8, 2016
Consensus PD1 hopes under threat
PD1 market continues to shrink, but Bristol’s failure not good news for rivals BMY announced Friday that its pivotal phase III study of...
Jun 8, 2016
ASCO Steep climb for Bristol competitors in 1st and 2nd line lung cancer
Pressure on consensus: We have long argued all IO competitors will have to better Bristol’s Opdivo + Yervoy combination in the biggest...
May 26, 2016
ASCO data closing in on PD1 market
New ASCO 2016 data continues to support lower than consensus potential revenues, modest anti PD-L1 efficacy and more doubts over chemo...
Apr 11, 2016
ROG.VX: Roche files single arm BIRCH in a forest of overall survival
Too little too late Roche today announced that the FDA accepted its filing for atezolizumab in 2nd line PD‑L1 +ve Non-Small cell lung...
Apr 6, 2016
Short sharp targeted treatment may take the sting out of PD-1 market
Anti PD-1 commercial potential still appears vastly overestimated With PD-1 checkpoint inhibition clearly set to improve the landscape of...
Jan 13, 2016
ROG.VX: Ocrelizumab breakthrough in PPMS may not be effective in all
Ocrelizumab likely very effective in half the overall PPMS population, as is Rituxan Given both Rituxan and ocrelizumab have a near...
Dec 21, 2015
MRK.US:Little scope for competitive labelling for Keytruda in 2nd line lung cancer after new overall
Merck published full overall survival results of their phase III KEYNOTE-010 study of anti PD-1 immunotherapy in 2nd line NSCLC (lung...
Dec 15, 2015
ROG.VX: APHINITY’s fine line: 5-year data raises more concerns with Perjeta
Five-year data raises more concerns over Perjeta’s scope in early stage breast cancer trial APHINITY Our updated analysis following the...
Nov 23, 2015
MRK.US: First anti-IDO/PD1 data appears no better than current standard of care
Much anticipated IDO+PD1 combo data faces high hurlde... IDO inhibition is one of many newer immunotherapies that are beginning to enter...
Oct 26, 2015
MRK.US: Keytruda survival data in strongly PD-L1 +ve lung cancer may cast a transient shadow over Op
Can Merck undercut Bristol in the PD-1 lung cancer market? While Opdivo currently has the best label of the newly approved anti PD-1s in...
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