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Recent Research
ASCO Steep climb for Bristol competitors in 1st and 2nd line lung cancer
Pressure on consensus: We have long argued all IO competitors will have to better Bristol’s Opdivo + Yervoy combination in the biggest...
Jun 8, 2016
ASCO data closing in on PD1 market
New ASCO 2016 data continues to support lower than consensus potential revenues, modest anti PD-L1 efficacy and more doubts over chemo...
May 26, 2016
ROG.VX: Roche files single arm BIRCH in a forest of overall survival
Too little too late Roche today announced that the FDA accepted its filing for atezolizumab in 2nd line PD‑L1 +ve Non-Small cell lung...
Apr 11, 2016
Short sharp targeted treatment may take the sting out of PD-1 market
Anti PD-1 commercial potential still appears vastly overestimated With PD-1 checkpoint inhibition clearly set to improve the landscape of...
Apr 6, 2016
MRK.US:Little scope for competitive labelling for Keytruda in 2nd line lung cancer after new overall
Merck published full overall survival results of their phase III KEYNOTE-010 study of anti PD-1 immunotherapy in 2nd line NSCLC (lung...
Dec 21, 2015
MRK.US: First anti-IDO/PD1 data appears no better than current standard of care
Much anticipated IDO+PD1 combo data faces high hurlde... IDO inhibition is one of many newer immunotherapies that are beginning to enter...
Nov 23, 2015
MRK.US: Keytruda survival data in strongly PD-L1 +ve lung cancer may cast a transient shadow over Op
Can Merck undercut Bristol in the PD-1 lung cancer market? While Opdivo currently has the best label of the newly approved anti PD-1s in...
Oct 26, 2015
BMY:US Opdivo approved in 2L non-squamous lung without mandatory PD-L1 testing, but FDA label challe
The FDA approved in 2nd line lung cancer for Bristol-Myers’ Opdivo and Merck’s Keytruda. The headline is of course that the FDA did not...
Oct 11, 2015
BMY.US: Opdivo +Yervoy restricted to BRAF wild types by FDA despite good activity in mutants…
Implications for 2nd line non-squamous lung? It is interesting to note that this morning’s approval of Opdivo + Yervoy in 1st line...
Oct 1, 2015
ROG.VX: Bleak outlook for BIRCH FIR & POPLAR
Roche’s atezolizumab data appears uncompetitive in both 1st and 2nd line lung cancer New data at the European Cancer Congress confirms...
Sep 29, 2015
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