Foveal LLP Independent Investment Research Foveal Research

Awaiting full data: Roche announced that APHINITY met its primary endpoint , but as expected details are to be published at an upcoming...

We present the third update of our APHINITY analysis, originally published two years ago and find the risks of early stage Perjeta...

Chemo combos continue to look equivocal, while IO combos remain durable as MYSTIC’s shadow clears New ESMO lung cancer data bodes well...

Astra's underappreciated oncology pipeline stalking the market We initiate on AstraZeneca with an overweight rating and a Target Price of...

PD1 market continues to shrink, but Bristol’s failure not good news for rivals BMY announced Friday that its pivotal phase III study of...

New ASCO 2016 data continues to support lower than consensus potential revenues, modest anti PD-L1 efficacy and more doubts over chemo...

Anti PD-1 commercial potential still appears vastly overestimated With PD-1 checkpoint inhibition clearly set to improve the landscape of...

Ocrelizumab likely very effective in half the overall PPMS population, as is Rituxan Given both Rituxan and ocrelizumab have a near...

Merck published full overall survival results of their phase III KEYNOTE-010 study of anti PD-1 immunotherapy in 2nd line NSCLC (lung...

Five-year data raises more concerns over Perjeta’s scope in early stage breast cancer trial APHINITY Our updated analysis following the...