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Recent Research
Jan 20, 2017
BMY.US: No Accelerated pathway does not imply registrational failure
Bristol's announcement that it is not pursuing an accelerated FDA approval pathway for Yervoy and Opdivo in first line lung cancer was...
Oct 27, 2016
AZN.LN: Head and neck hold may explain BMYs hesitance with combo
Head and neck specific? The FDA placed a partial clinical trial hold on recruiting new patients to AstraZeneca’s anti PD-L1 (durvalumab)...
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 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...
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...
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...
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