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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...
Sep 30, 2016
ESMO 2016: all anti PD1/PDL1 checkpoint inhibitors are not the same
Pressure on anti PD-L1s: ESMO 2016 increases the body of evidence that anti PD-L1s from Roche, Astra and PFE/MRCG may fall short of PD-1s...
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...
Jun 8, 2016
ASCO Steep climb for Bristol competitors in 1st and 2nd line lung cancer
Pressure on consensus: We have long argued all IO competitors will have to better Bristol’s Opdivo + Yervoy combination in the biggest...
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...
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