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Recent Research
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...
Oct 11, 2015
BMY:US Opdivo approved in 2L non-squamous lung without mandatory PD-L1 testing, but FDA label challe
The FDA approved in 2nd line lung cancer for Bristol-Myers’ Opdivo and Merck’s Keytruda. The headline is of course that the FDA did not...
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 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...
May 27, 2015
ASCO Late Breakers to watch
ASCO PD1 Late breakers in Lung, Melanoma, Colon, Liver and Head & Neck With ASCO abstracts already out, the currently embargoed late...
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