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Recent Research
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...
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...
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 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 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...
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