NOVN | Foveal Research

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

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

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

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

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...

Jun 21, 2022

NOVN Kisqali incumbent competitor Ibrance shows no OS benefit

ASCO2022 saw the eventual presentation of Pfizer's PALOMA-2 study, where, as we highlighted in our February 2020 Foveal report NOVN...

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...

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

Oct 3

WCLC: Hold you HARMONis: Keytruda safe from Summit

Sep 22

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

Jul 1

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

Jun 18

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

May 29

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

Apr 23

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

Feb 29

MRK: One big hit amongst smaller approvable assets

Feb 5

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

Nov 20, 2023

AZN/GILD/Daiichi: ADC's face stiff hurdles in 1st line lung cancer

Oct 31, 2023

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