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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Recent Research
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 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...
Jun 2, 2015
Far from a level playing field in lung post ASCO
Opdivo still leads in lung cancer, though PD1 market continues to shrink from consensus' lofty expectations... Overall this year’s ASCO...
May 29, 2015
BMY.US: Opdivo not better than chemo in 44% of 2nd line lung cancer
Opdivo 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...
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