JNJ/PTGX: JNJ2113: Icotrokinra ANTHEM-Ulercative Colitis efficacy similar to oral competitors
Despite headline efficacy in PTGX/JNJ's ulcerative colitis phase 2 ANTHEM-UC at its highest dose, the initial efficacy appears similar to...
JNJ/PTGX: JNJ2113: Concerns over upcoming (Q1) oral IL23 ANTHEM trial in Ulcerative Colitis
With JNJ2113's (icotrokinra) upcoming ulcerative colitis ANTHEM-UC trial reading out this first quarter, our unique UC specific analysis...
NOVN: Consensus missing large Fabhalta upside
The market continues to underestimate Fabhalta's prospects from current and potential indications. The recent positive APPULSE trial...
NOVN/AMGN: Cholesterol-busting Lipoprotein (a) drugs likely to lead to new multibillion cardiovascular breakthrough
NOVN lipoprotein (a) cholesterol-lowering pelacarsen is likely to be the first cardiovascular breakthrough in decades by reducing an...
ADC: AZN Dato overall survival misses underscores our long held concerns for ADC's in 1L Lung
Since our first ADC report over a year ago, our analysis has demonstrated significant doubts about all three leading TROP2 ADCs (AZN,...
WCLC: Hold you HARMONis: Keytruda safe from Summit
Despite the recent large PD1 beat by Summit/Akeso’s ivonescimab (SMT112) versus gold standard Keytruda [MRK] in lung cancer at WCLC24,...
NOVN/ROG/IONS/CALTX/AZN: Factor B lacking the X Factor in IgAN
Following the success of Novartis ’ Factor B complement inhibitor Fabhalta , Roche has partnered with IONIS to exploit Factor B...
NOVN/ROG: Fabulous Fabhalta halts Piasky blue skies
With the recent approval of Roche’s paroxysmal nocturnal haemoglobinuria (PNH) orphan drug C5 inhibitor Piasky, with its unique...
ADCs @ ASCO: concerns over Dato-DXd in 1L Lung; GILD 2L OS as bad as AZN; SKB high ORR in unusual trial
Following ASCO 24, we update our detailed analysis of the current phase late-stage data from AZN/Daiichi’s TROPION Gilead’s EVOKE and MRK
MRNA/MRK: ASCO cancer vaccine data does not address pre-treatment imbalances that may be driving result
While updated ASCO data from MRNA/MRK KEYNOTE 942 suggests maintenance of the RFS difference seen last year, it continues to be driven by...
ROG/SRPT: Duchenne EMBARK likely enought to lessen age restrictions
Despite the headline failure of the phase 3 EMBARK trial in Duchenne, the FDA accepted an efficacy supplement aimed to remove the 4-5y...
