PFE | 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

Feb 23, 2023

PFE: ACIP: Prevnar protects against some new but not all old infections

New data from Pfizer’s pneumococcal vaccine reveals inferiority to an important serotype 3 that makes up approximately one third of cases

Dec 21, 2022

PFE pipeline Swim in a big pond if you're 2nd to jump in

We examine in detail, the prospects of five near term Pfizer pipeline assets, slated for the FDA over the next 3 years and find that there a

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...

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

Foveal LLP Independent Investment Research Foveal Research