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ROG.VX: Bleak outlook for BIRCH FIR & POPLAR

Sep 29, 2015

Roche’s atezolizumab data appears uncompetitive in both 1st and 2nd line lung cancer

New data at the European Cancer Congress confirms our concerns that Roche’s anti PD-L1 immunotherapy may be uncompetitive in both 1st and 2nd line lung cancer...

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Focus Research

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

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

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

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

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

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

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

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

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

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

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

MRK: One big hit amongst smaller approvable assets

MRK: One big hit amongst smaller approvable assets

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

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

Recent Reseacrh

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough

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

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

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

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

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

MRK: One big hit amongst smaller approvable assets

MRK: One big hit amongst smaller approvable assets

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

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