Foveal LLP Independent Investment Research Foveal Research

While at first sight, the body of aficamten data in obstructive hypertrophic cardiomyopathy (oHCM) may appear slightly ahead of Camzyos on efficacy and safety, with no cases of low heart strength (LVEF) and so fewer dose interruptions, our detailed analysis reveals key differences in...

MRK: A second sotatercept market expansion prospect awaits in 1.5 million common heart failure patients who also suffer from pulmonary hypertension. While only preclinical animal model data suggest promising proof of concept, phase 2 placebo-controlled trial CADENCE-PH is due to readout by October 2024. Should this demonstrate a modest benefit, a successful phase 3 could generate multi billion additional revenue...

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...

MRK: Ahead of the first of 3 upcoming 2025 oral PCSK9 CORALreef phase III results in 2Q25, our in-depth analysis suggests a favourable...

Bayer announced Monday that its Factor XIa phase III trial of asundexian to prevent strokes in high risk patients with atrial...

AZN/GILD/Daiichi: Market expectations are running high for ADC’s toxic payload in NSCLC We undertake a detailed analysis the current...

The injectable IL23 class has been successful in treating a wide variety of inflammatory conditions such as psoriasis and inflammatory...

New data from MRK/MRNA cancer vaccine at ASCO last week continues to suggest a large underperformance of Keytruda control arm, along with...

As we highlighted in our February 23, 2020 report “Kisqali’s kiss of life“, NOVN's NATALEE trial of Kisqali demonstrated the broadest...

While ASCO 2023 does not offer much in updates for the three current lead contenders for anti-TIGIT combinations in non-small cell lung canc