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Join date: Nov 18, 2020
Posts (86)
May 24, 2026 ∙ 1 min
Ahead of ASCO: is mezigdomide still being framed too conservatively?
Ahead of BMY’s SUCCESSOR-2 late-breaker at ASCO next weekend, our mezigdomide report examins whether the market is still too conservative on its clinical and commercial relevance in post-lenalidomide relapse. Our focus is less on whether the programme has activity at all, and more on whether the current framing understates its potential to drive a more meaningful backbone reset if Phase III superiority and commercial uptake prove sufficient.
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May 18, 2026 ∙ 1 min
Positive LidERA? Hidden risks beneath the SERD surface
Our latest detailed adjuvant SERDs analsyis reveals a potential mispricing emerging between Roche and AstraZeneca, with the market potentially extrapolating lidERA into a broader commercial opportunity than is warranted,
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Apr 12, 2026 ∙ 1 min
Cobenfy in Alzheimer’s: is consensus too dismissive?
Ahead of the 2H26 Alzheimer’s ADEPT-2 Cobenfy phase III readout, our new report focuses on a simple question: is the market framing the programme too conservatively relative to its clinical and commercial potential?
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