ROG:VX: APHINITY headline positive but await full data
Awaiting full data: Roche announced that APHINITY met its primary endpoint , but as expected details are to be published at an upcoming...
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Recent Research
Feb 6, 2017
ROG.VX: APHINITY too close for comfort
We present the third update of our APHINITY analysis, originally published two years ago and find the risks of early stage Perjeta...
Oct 17, 2016
PD1 Combos at ESMO good for AZN and BMY not for MRK and ROG
Chemo combos continue to look equivocal, while IO combos remain durable as MYSTIC’s shadow clears New ESMO lung cancer data bodes well...
Oct 13, 2016
Unravelling the MYSTICal
Astra's underappreciated oncology pipeline stalking the market We initiate on AstraZeneca with an overweight rating and a Target Price of...
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...
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 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...
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...
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