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Bristol’s Breyanzi best in class; Opdivo+Yervoy longest survival ever lung & melanoma

Jun 20, 2022

ASCO 2022 saw publication of new data for Bristol's CD-19 CAR-T Breyanzi (liso cel) in large cell non-Hodgkin’s lymphoma, along with unprecedented 5 year long-term overall survival benefit for Opdivo plus Yervoy in first line lung cancer

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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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