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Recent Research
Oct 11, 2015
BMY:US Opdivo approved in 2L non-squamous lung without mandatory PD-L1 testing, but FDA label challe
The FDA approved in 2nd line lung cancer for Bristol-Myers’ Opdivo and Merck’s Keytruda. The headline is of course that the FDA did not...
Oct 1, 2015
BMY.US: Opdivo +Yervoy restricted to BRAF wild types by FDA despite good activity in mutants…
Implications for 2nd line non-squamous lung? It is interesting to note that this morning’s approval of Opdivo + Yervoy in 1st line...
Sep 29, 2015
ROG.VX: Bleak outlook for BIRCH FIR & POPLAR
Roche’s atezolizumab data appears uncompetitive in both 1st and 2nd line lung cancer New data at the European Cancer Congress confirms...
Sep 26, 2015
INCY; NLNK: IDO Inhibitor Yervoy combo ineffective after immunotherapy and half the efficacy of Opdi
Early IDO data disappointing for both Incyte and Roche Partners NewLink: IDO inhibition is one of many newer immunotherapies that are...
Sep 21, 2015
ROG.VX: Esbriet survival analysis is all-cause but not all patient mortality
Several survival analyses of Roche new anti-Pulmonary fibrosis drug Esbriet show that despite having a modest benefit in select patients...
Sep 12, 2015
INCY;PFE:ESMO Abstracts: IDO inhibitor underwhelms, PFE/MRCG anti PD-L1 appears modest
ESMO Abstracts out... With new Abstracts from the upcoming ESMO/ECC cancer conference just published we take a critical first look at the...
Sep 9, 2015
New data at WCLC may shrink PD-1 lung cancer opportunity. Bristol still leads but Roche’s PD-L1 may
Updated data presented this week at the World Conference on Lung cancer revealed Bristol’s anti PD1 immunotherapy Opdivo failed to...
Jul 20, 2015
BMY.US: Opdivo positive kidney cancer headline unlikely driven by subgroup as seen in non-squamous l
Bristol-Myers have just announced that their second line kidney cancer study CHECKMATE 025 of Opdivo vs chemo was stopped early, as it...
Jul 13, 2015
ROG.VX: MPDL3280a likely first in bladder, but market worth $100m as pricing already set
Roche's MPDL3280a in bladder cancer is likely to be first anti PD-1/PD-L1 in this setting, but competitors are setting the price and...
Jul 7, 2015
NOVN.VX: Entresto approved and priced high, but penetration may not be maximal
Entresto was approved last night for heart failure... with what appears to be a wide label, and is being set at a high price. However...
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