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Recent Research
ROG.VX: Ocrelizumab breakthrough in PPMS may not be effective in all
Ocrelizumab likely very effective in half the overall PPMS population, as is Rituxan Given both Rituxan and ocrelizumab have a near...
Jan 13, 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
ROG.VX: APHINITY’s fine line: 5-year data raises more concerns with Perjeta
Five-year data raises more concerns over Perjeta’s scope in early stage breast cancer trial APHINITY Our updated analysis following the...
Dec 15, 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
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
ROG.VX: Esbriet survival analysis is all-cause but not all patient mortality
Several survival analyses of Roche new anti-Pulmonary fibrosis drug Esbriet show that despite having a modest benefit in select patients...
Sep 21, 2015
New data at WCLC may shrink PD-1 lung cancer opportunity. Bristol still leads but Roche’s PD-L1 may
Updated data presented this week at the World Conference on Lung cancer revealed Bristol’s anti PD1 immunotherapy Opdivo failed to...
Sep 9, 2015
BMY.US: Opdivo positive kidney cancer headline unlikely driven by subgroup as seen in non-squamous l
Bristol-Myers have just announced that their second line kidney cancer study CHECKMATE 025 of Opdivo vs chemo was stopped early, as it...
Jul 20, 2015
ROG.VX: MPDL3280a likely first in bladder, but market worth $100m as pricing already set
Roche's MPDL3280a in bladder cancer is likely to be first anti PD-1/PD-L1 in this setting, but competitors are setting the price and...
Jul 13, 2015
ROG.VX: Roche's anti PD-L1 must be restricted in 2nd line lung unlike competitor, without superi
Roche's MPDL worse than chemo in 2nd line PD-L1-ve lung, but doesn't have better data in PDL1 +ves either Much excitement has been caused...
May 19, 2015
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