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
May 29, 2015BMY.US: Opdivo not better than chemo in 44% of 2nd line lung cancerOpdivo not better than chemo in 44% of 2nd line lung cancer: non-squamous, PD-L1-ve in CHECKMATE 057 As we suspected in our previous...
May 27, 2015ASCO Late Breakers to watchASCO PD1 Late breakers in Lung, Melanoma, Colon, Liver and Head & Neck With ASCO abstracts already out, the currently embargoed late...
May 19, 2015ROG.VX: Roche's anti PD-L1 must be restricted in 2nd line lung unlike competitor, without superiRoche's MPDL worse than chemo in 2nd line PD-L1-ve lung, but doesn't have better data in PDL1 +ves either Much excitement has been caused...
Mar 31, 2015Honing in on targeted therapy may take the sting out of the PD-1 marketAnti PD-1 commercial potential may be vastly overestimated With PD-1 checkpoint inhibition clearly set to improve the landscape of cancer...
Feb 8, 2015ROG.VX: Perjeta's precarious premise, ambitious Esbriet aspirationsInitiation of Coverage of Roche: Underweight - Target Price CHF235 We see major risks over Herceptin add-on Perjeta in breast cancer...
ADCs @ ASCO: concerns over Dato-DXd in 1L Lung; GILD 2L OS as bad as AZN; SKB high ORR in unusual trialJul 1
MRNA/MRK: ASCO cancer vaccine data does not address pre-treatment imbalances that may be driving resultJun 18