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Recent Research


BMY/JNJ/BAY: Milvexian moves ahead at ESC
The first factor XIa clinical efficacy for stroke prevention was presented at the European Society of cardiology in Barcelona yesterday...
Aug 28, 2022


Roche: Maintaining Leadership is difficult: nearterm pipeline outlook
We undertake a detailed analysis of seven near term Roche pipeline assets, spanning Roche’s market leading positions in Non-Hodgkin lymphoma to breakthroughs for Duchene muscular dystrophy and find unique assets, but also successful competition
Aug 14, 2022


ROG: No rays of hope for TIGIT at ASCO2022
Roche recently announced the failure of co-primary progression free survival endpoints in both of its 1st line TIGIT trials in non-small (SK
Jun 22, 2022


NOVN Kisqali incumbent competitor Ibrance shows no OS benefit
ASCO2022 saw the eventual presentation of Pfizer's PALOMA-2 study, where, as we highlighted in our February 2020 Foveal report NOVN...
Jun 21, 2022


Bristol’s Breyanzi best in class; Opdivo+Yervoy longest survival ever lung & melanoma
ASCO 2022 saw publication of new data for Bristol's CD-19 CAR-T Breyanzi (liso cel) in large cell non-Hodgkin’s lymphoma, along with...
Jun 20, 2022


Bayer’s Factor XIa lower bleeding saw more strokes in small trial
We present an update on the state of the factor XI competitive market, building upon our previous analysis of three factor XI inhibitors for
May 15, 2022


JNJ: Novel next generation assets
We present an update to our September 2020 detailed pipeline analysis “J&J NME pipeline”, examining the prospects of three new molecular ent
Mar 7, 2022


Factor XIa: another anticoagulant? Not Quite. Could be gold standard
While uncharted territory inhibiting poorly investigated factor XIa, novel mechanism of action and early data and epidemiological studies suggest it could become the gold standard in Stroke prevention.
Jul 10, 2021


Keytruda Chemo combo approved despite more deaths and no survival benefit
Last night the FDA granted accelerated approval for Merck’s Keytruda to be used in combination with pemetrexed and carboplatin chemo for...
May 10, 2017


ROG:XV: PDL1 Tecentriq predictably worse on overall survival than PD1s again
Predictable failure of ROG anti PDL1 Tecentriq in Bladder cancer where anti PD1 succeeded: As we feared, Roche today announced that its...
May 9, 2017
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