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Focus Research

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung

ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung

WCLC: Hold you HARMONis: Keytruda safe from Summit

WCLC: Hold you HARMONis: Keytruda safe from Summit

ADCs @ ASCO: concerns over Dato-DXd in 1L Lung; GILD 2L OS as bad as AZN; SKB high ORR in unusual trial

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

MRNA/MRK: ASCO cancer vaccine data does not address pre-treatment imbalances that may be driving result

ROG/SRPT: Duchenne EMBARK likely enought to lessen age restrictions

ROG/SRPT: Duchenne EMBARK likely enought to lessen age restrictions

Recent Research

NOVN: NATALEE's Kisqali of Life

Jun 6, 2023

NOVN: NATALEE's Kisqali of Life

As we highlighted in our February 23, 2020 report “Kisqali’s kiss of life“, NOVN's NATALEE trial of Kisqali demonstrated the broadest...

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

Dec 11, 2024

ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung

ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung

Oct 3, 2024

WCLC: Hold you HARMONis: Keytruda safe from Summit

Sep 22, 2024

ADCs @ ASCO: concerns over Dato-DXd in 1L Lung; GILD 2L OS as bad as AZN; SKB high ORR in unusual trial

ADCs @ ASCO: concerns over Dato-DXd in 1L Lung; GILD 2L OS as bad as AZN; SKB high ORR in unusual trial

Jul 1, 2024

MRNA/MRK: ASCO cancer vaccine data does not address pre-treatment imbalances that may be driving result

Jun 18, 2024

ROG/SRPT: Duchenne EMBARK likely enought to lessen age restrictions

May 29, 2024

AZN/ROG: Roche/AZN: SERDs restrict or fail

Apr 23, 2024

CYTK/BMY: aficamten approvable, but may not be better than BMY rival Camzyos

CYTK/BMY: aficamten approvable, but may not be better than BMY rival Camzyos

Feb 29, 2024

MRK: One big hit amongst smaller approvable assets

MRK: One big hit amongst smaller approvable assets

Feb 5, 2024

BMY/JNJ/BAYN: Bayer AF failure does not reduce chances for Factor XI in stroke

Nov 20, 2023

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