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Apr 18, 2023

mRNA-PD1 cancer vaccine trial control arm may have underperformed

In newly published data from Merck /Moderna’s PD1 + mRNA cancer vaccine trial, efficacy may be flattered by Keytruda alone control arm underperformance...

Acuity

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Focus Research

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

AZN/GILD/Daiichi: ADC's face stiff hurdles in 1st line lung cancer

AZN/GILD/Daiichi: ADC's face stiff hurdles in 1st line lung cancer

Recent Reseacrh

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

AZN/GILD/Daiichi: ADC's face stiff hurdles in 1st line lung cancer

AZN/GILD/Daiichi: ADC's face stiff hurdles in 1st line lung cancer

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