CYTK/BMY: aficamten approvable, but may not be better than BMY rival Camzyos
While at first sight, the body of aficamten data in obstructive hypertrophic cardiomyopathy (oHCM) may appear slightly ahead of Camzyos...
MRK: One big hit amongst smaller approvable assets
MRK: We examine in detail, the prospects of five median term Merck pipeline assets, over the next 6 years and find that there are good...
BMY/JNJ/BAYN: Bayer AF failure does not reduce chances for Factor XI in stroke
Bayer announced Monday that its Factor XIa phase III trial of asundexian to prevent strokes in high risk patients with atrial...
AZN/GILD/Daiichi: ADC's face stiff hurdles in 1st line lung cancer
AZN/GILD/Daiichi: Market expectations are running high for ADC’s toxic payload in NSCLC We undertake a detailed analysis the current...
JNJ/PTGX: JNJ2113: Oral dosing faces hurdles of new rival classes in psoriasis & Ulcerative Colitis
The injectable IL23 class has been successful in treating a wide variety of inflammatory conditions such as psoriasis and inflammatory...
MRK/MRNA: ASCO: vaccine-PD1 similar to historic PD1 alone
New data from MRK/MRNA cancer vaccine at ASCO last week continues to suggest a large underperformance of Keytruda control arm, along with...
