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Recent Research


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...
Feb 5, 2024


MRK: MK-0616: Next gen cholesterol pill?
MRK: Ahead of the first of 3 upcoming 2025 oral PCSK9 CORALreef phase III results in 2Q25, our in-depth analysis suggests a favourable...
Feb 5, 2024


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...
Nov 20, 2023


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...
Oct 31, 2023


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...
Sep 18, 2023


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...
Jun 12, 2023


NOVN: NATALEE's Kisqali of Life
As we highlighted in our February 23, 2020 report “Kisqali’s kiss of life“, NOVN's NATALEE trial of Kisqali demonstrated the broadest...
Jun 6, 2023


Still no light from TIGIT trials at ASCO23
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
May 28, 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 under
Apr 18, 2023


Little hope in TIGIT trials to date
As expected, TIGIT addition to PD1 failed to beat chemo in second-line patients.
The failure of Merck’s TIGIT+PD1 combo to beat second line
Mar 20, 2023
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