Director of Research, Global Industries, Bloomberg Intelligence. Views my own. Not recommending buy/hold/sell.
London, England
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Well this changes the competitive dynamics - $GSK may now be the first out of the block with Phase 3 data merck.com/news/ifinatamab-de…
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$SMMT $GSK $AMGN $BNTX $BMY $PFE etc etc etc. Hopefully we can have a useful discussion on Summit’s ivonescimab (and other PD(L)-1xVEGFs). We will also look at the Small-cell lung cancer data and see how they might fit with the emerging therapeutic landscape.
bloomberg.zoom.us/webinar/re…
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$RVMD $LLY $AZN $ZLDPF $PBLS $MRK $ABBV MFN Deals, IPOs, EASD, Mounjaro and Qlex Patents: BI Drug Call by Bloomberg Intelligence on #SoundCloud
on.soundcloud.com/n5JXnt3xn1…
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While we await data - to my knowledge this is the first time we see efficacy outside of lung cancer. And IMbrave-151 failed. $SMMT $BNTX $AKESF | Ivonescimab Plus Chemotherapy Demonstrates Significant Overall Survival Benefit Versus Durvalumab+Chemo akesobio.com/en/media/akeso-…
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We rarely go into the science strategy of large pharma. Here I had the chance to do just that with Fiona Marshall of Novartis $NVS. We also share a background in neuroscience, so naturally that featured quite a bit. podcasts.apple.com/gb/podcas…
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The first photo is from the bassin d’arcachon just as the fire was starting - looked like nothing
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