Asco 2019 event analyser – low-key meeting belies some huge stock moves
Mirati Therapeutics nearly stole the show at Asco despite not actually presenting – a fact that illustrates how low on meaningful data this year's conference was.
Asco 2019 – Polo reveals an overall survival hole
The keenly awaited study of Lynparza in pancreatic cancer maintenance fails to show much beyond its headline primary endpoint of progression-free survival.
AACR 2019 – Rubraca trial points to a place for Parps in pancreatic cancer
Encouraging early data from an academic trial of Clovis's Rubraca raise hopes that Parps could emerge as a more tolerable maintenance therapy for some pancreatic…
Events overtake Bavencio in ovarian cancer
Pfizer/Merck KGaA scrap a pivotal trial, partly because it tested Bavencio against what is no longer the relevant standard of care.
JP Morgan 2019 day two roundup – after the party a harsh reality
After Monday’s celebrations the sector gets down to discussing the difficult business of actually selling and making money from drugs.
JP Morgan 2019 day one roundup – happy days are here again
The takeovers of Loxo and Celgene put M&A back on the agenda, and positive clinical readouts from Sage and Axsome add to the celebratory mood.
JP Morgan 2019 – Lilly fans the M&A flames with Loxo Oncology deal
Deal adds a marketed small molecule and three pipeline agents, although Lilly will share revenue from Vitrakvi and LOXO-195 with Bayer.
Glaxosmithkline’s Tesaro move: start of a new acquisition wave?
The $5bn transaction was surely only made possible by shrinking valuations, but investors in both Glaxo and Tesaro have reasons to be unhappy.
Patience is a virtue for big pharma buyers
For biotechs nearing regulatory approval the key is to sell before launch. For buyers, playing the waiting game is a better strategy.
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