AlphaImpactRx and Barclays Capital conducted a webinar on the emerging dynamics of today’s US oncology market on Tuesday, December 1st from 12-1 pm EST.
Mark Purcell, head of Barclays global pharmaceutical equity research team and Stacy Mecham, SVP, Oncology Franchise at AlphaImpactRx presented the latest data in immuno-oncology, including late-breaking news on PD-L1 testing, as well as developing trends in breast cancer and CLL treatment to get you ready for the upcoming ASH and San Antonio Breast Cancer conferences.
Competition across the immuno-oncology battlefield is heating up behind the recent launches of Opdivo and Keytruda, and it promises to get more crowded in the near future. We’ll provide unique insight generated from the AlphaImpactRx point-of-care data to help you understand who’s gaining traction, and where it’s being gained, in both NSCLC and melanoma. We’ll provide a first look into the prevalence and influence of PD-LI testing in its early days, as well as a view of the latest treatment strategies emerging in the competitive breast cancer and CLL markets.
AlphaImpactRx_Barclays_Oncology_Webinar_1 Dec 2015Bill Bowman
- Lung cancer, specifically non-small cell lung cancer (NSCLC), represents the most crowded and intense battleground for immuno-oncology therapies.
- Key data readouts in 2016 will compare the efficacy of Opdivo, Keytruda, and other immunotherapies versus chemotherapy in front-line NSCLC patients.
- Questions remain around the optimal use of PD-L1 testing to select patients and the potential for combination approaches using chemotherapy or other agents.
This document summarizes cancer incidence and spending trends globally:
- Cancer incidence rates vary significantly between more and less developed regions, with higher rates of lung and colorectal cancer in more developed areas and higher rates of liver and gastric cancer in less developed areas.
- Oncology drug spending has grown substantially, reaching $91 billion globally in 2013, still dominated by the US and major EU markets.
- The average monthly cost of branded cancer drugs in the US nearly doubled from 2003-2013, with some individual drugs costing over $30,000 per month.
Global & usa cancer immunotherapy market analysis to 2020Research Hub
This document provides an overview and analysis of the global cancer immunotherapy market from 2014 to 2020. It discusses the types of immunotherapies available including monoclonal antibodies, cancer vaccines, and non-specific therapies. It analyzes current trends in immunotherapies such as anti-PD-1 drugs, dendritic cell vaccines, T-cell therapies, and cancer vaccines. It also provides market size data for cancer immunotherapies by geography, indication, company, and individual drugs.
This Presentation provides information about the segmentation of oncology market worldwide, Global Oncology market analysis along with Indian Oncology market.
This presentation covers the following information - Indian Government initiatives,Market Challenges,Market Drivers and SWOT Analysis.
Your fast-pass to the news, insights, and storylines you need to know.
Watch the full webinar here http://ow.ly/4mOGmk
Hosted by Master of Ceremonies Ian Lloyd, senior director of Pharmaprojects and data integration, this webinar spotlights the blockbuster trends and rising stars of global R&D 2016 as seen in this year’s Annual Review.
During this presentation, Ian Lloyd & Scrip Managing Editor, Alex Shimmings cover:
>> Year-on-year growth
>> Clinical phases trends
>> Top companies and the shape of the industry
>> Mergers and acquisitions
>> Trending therapies, diseases, drug types and delivery routes
>> Mechanisms and drug targets
This webinar is the essential pharma R&D trend and forecast overview you need to be positioned for success in 2016.
Watch the full webinar here http://ow.ly/4mOGmk
Analyzing ASCO 2016: Developments, takeaways, and implications from the confe...Pharma Intelligence
In conjunction with a Key Opinion Leader, Dr. Peter Lee MD Chair, Department of Immuno-Oncology at City of Hope Comprehensive Cancer Center, CA, several Informa analysts discuss the major developments of the conference and key take-aways via a Webinar.
Watch our recording of Biomedtracker's Robert Jeng, Ph,D., Citeline's Allison Bruce, Scrip's Mary Jo Laffler, and Datamonitor Healthcare's Zachary McLellan as they download and debrief following the always-exciting ASCO weekend.
View and listen to the full webinar here https://www.youtube.com/watch?v=7yMsCb3R5X8
Us breast cancer therapy market opportunity analysisRajesh Sarma
"US Breast Cancer Therapy Market Opportunity Analysis" Report Highlight:
US Breast Cancer Incidence & Prevalence
US Breast Cancer Therapy Market Overview
US Breast Cancer Drug Clinical Pipeline by Company & Phase
US Breast Cancer Drug Clinical Pipeline: 251 Drugs
Majority Drugs in Phase-II Trials: 73 Drugs
Marketed Breast Cancer Drugs in US: 32 Drugs
Breast Cancer Patent Analysis
New science is redefining cancer as a large number of narrowly defined diseases and bringing therapeutic options to an expanded number of patients. With the rapid growth in the oncology treatment landscape, health systems are struggling to adapt and embrace the evolution—including regulatory systems, diagnostic infrastructure, treatment providers and financing mechanisms. These challenges will require urgent attention in light of the strong near-term pipeline of clinically distinctive therapies and new programs that are galvanizing research efforts to change the trajectory for cancer.
Read the full report >> http://imsh.co/2axszmt
AlphaImpactRx_Barclays_Oncology_Webinar_1 Dec 2015Bill Bowman
- Lung cancer, specifically non-small cell lung cancer (NSCLC), represents the most crowded and intense battleground for immuno-oncology therapies.
- Key data readouts in 2016 will compare the efficacy of Opdivo, Keytruda, and other immunotherapies versus chemotherapy in front-line NSCLC patients.
- Questions remain around the optimal use of PD-L1 testing to select patients and the potential for combination approaches using chemotherapy or other agents.
This document summarizes cancer incidence and spending trends globally:
- Cancer incidence rates vary significantly between more and less developed regions, with higher rates of lung and colorectal cancer in more developed areas and higher rates of liver and gastric cancer in less developed areas.
- Oncology drug spending has grown substantially, reaching $91 billion globally in 2013, still dominated by the US and major EU markets.
- The average monthly cost of branded cancer drugs in the US nearly doubled from 2003-2013, with some individual drugs costing over $30,000 per month.
Global & usa cancer immunotherapy market analysis to 2020Research Hub
This document provides an overview and analysis of the global cancer immunotherapy market from 2014 to 2020. It discusses the types of immunotherapies available including monoclonal antibodies, cancer vaccines, and non-specific therapies. It analyzes current trends in immunotherapies such as anti-PD-1 drugs, dendritic cell vaccines, T-cell therapies, and cancer vaccines. It also provides market size data for cancer immunotherapies by geography, indication, company, and individual drugs.
This Presentation provides information about the segmentation of oncology market worldwide, Global Oncology market analysis along with Indian Oncology market.
This presentation covers the following information - Indian Government initiatives,Market Challenges,Market Drivers and SWOT Analysis.
Your fast-pass to the news, insights, and storylines you need to know.
Watch the full webinar here http://ow.ly/4mOGmk
Hosted by Master of Ceremonies Ian Lloyd, senior director of Pharmaprojects and data integration, this webinar spotlights the blockbuster trends and rising stars of global R&D 2016 as seen in this year’s Annual Review.
During this presentation, Ian Lloyd & Scrip Managing Editor, Alex Shimmings cover:
>> Year-on-year growth
>> Clinical phases trends
>> Top companies and the shape of the industry
>> Mergers and acquisitions
>> Trending therapies, diseases, drug types and delivery routes
>> Mechanisms and drug targets
This webinar is the essential pharma R&D trend and forecast overview you need to be positioned for success in 2016.
Watch the full webinar here http://ow.ly/4mOGmk
Analyzing ASCO 2016: Developments, takeaways, and implications from the confe...Pharma Intelligence
In conjunction with a Key Opinion Leader, Dr. Peter Lee MD Chair, Department of Immuno-Oncology at City of Hope Comprehensive Cancer Center, CA, several Informa analysts discuss the major developments of the conference and key take-aways via a Webinar.
Watch our recording of Biomedtracker's Robert Jeng, Ph,D., Citeline's Allison Bruce, Scrip's Mary Jo Laffler, and Datamonitor Healthcare's Zachary McLellan as they download and debrief following the always-exciting ASCO weekend.
View and listen to the full webinar here https://www.youtube.com/watch?v=7yMsCb3R5X8
Us breast cancer therapy market opportunity analysisRajesh Sarma
"US Breast Cancer Therapy Market Opportunity Analysis" Report Highlight:
US Breast Cancer Incidence & Prevalence
US Breast Cancer Therapy Market Overview
US Breast Cancer Drug Clinical Pipeline by Company & Phase
US Breast Cancer Drug Clinical Pipeline: 251 Drugs
Majority Drugs in Phase-II Trials: 73 Drugs
Marketed Breast Cancer Drugs in US: 32 Drugs
Breast Cancer Patent Analysis
New science is redefining cancer as a large number of narrowly defined diseases and bringing therapeutic options to an expanded number of patients. With the rapid growth in the oncology treatment landscape, health systems are struggling to adapt and embrace the evolution—including regulatory systems, diagnostic infrastructure, treatment providers and financing mechanisms. These challenges will require urgent attention in light of the strong near-term pipeline of clinically distinctive therapies and new programs that are galvanizing research efforts to change the trajectory for cancer.
Read the full report >> http://imsh.co/2axszmt
Biomarker technology platforms for cancer diagnoses and therapiesJames Parker
This document provides an in-depth analysis of the biomarker technology platform market for cancer diagnoses and therapies. It is 343 pages long, published in September 2011, and costs $3,400. The document examines clinical measurement devices and their reagents/supplies used to diagnose and monitor cancer in various healthcare settings. It also discusses the application of biomarkers in developing novel targeted cancer therapeutics, predicting treatment response and efficacy, and cancer diagnosis.
Oncolytics Biotech presented their investor presentation which included the following key points:
1) Oncolytics is developing REOLYSIN, a novel immuno-oncology viral agent for systemic administration that exploits cancer cell lysis and anti-tumor immunity.
2) Additional randomized phase 2 clinical trials in 2017 are expected to generate overall survival data in breast cancer, ovarian cancer, non-small cell lung cancer, and colorectal cancer.
3) The clinical development plan focuses on combining REOLYSIN with chemotherapy for late-stage development and establishing it as a backbone agent combined with immunotherapy.
4) Over 900 patients have been treated with REOLYSIN intravenously with no drug
Epigenetics Diagnostic Market Size, Share, Growth, Trends and Forecast Report...Signitech
The global epigenetics diagnostic market size was valued at USD 5.5 billion in 2018 and is estimated to register a CAGR of 18.8% over the forecast period. Increasing prevalence of cancer and other chronic diseases and growing geriatric population are some of the key factors expected to drive the market.
This 271-page report from TriMark Publications provides a comprehensive overview of the breast cancer therapies market. It details the major drug classes used to treat breast cancer, including chemotherapy, hormone therapy, targeted therapies, and drugs in development. The report examines key factors shaping the market such as regulatory trends, reimbursement, companion diagnostics, and the impact of generics. It also provides global and regional breast cancer statistics and discusses the seven main treatment modalities. Major topics covered include game-changing drugs for HER2-positive and estrogen receptor-positive breast cancer, as well as triple negative breast cancer.
Cancer immunotherapy market & clinical pipelineKuicK Research
This document discusses cancer immunotherapy and provides an overview of the market and clinical pipeline. It notes that cancer immunotherapy utilizes the body's immune system to target cancerous cells and has advantages over conventional treatments like chemotherapy. The market for cancer immunotherapy has grown significantly in recent years and is expected to continue expanding due to the development of new immunotherapies. The document also outlines the large number of immunotherapies currently in clinical trials, including monoclonal antibodies, vaccines, oncolytic viruses, cytokines, and cell therapies. It analyzes the competitive landscape and clinical pipelines of major pharmaceutical companies developing cancer immunotherapies.
This investor presentation summarizes Oncolytics Biotech's clinical development plan for REOLYSIN, a viral immunotherapy for cancer. It discusses three pathways: 1) chemotherapy combinations, which are the basis for the first registration pathway in pancreatic cancer. Survival data from several phase 2 studies is expected in 2017. 2) Immunotherapy combinations, including an ongoing study of REOLYSIN with pembrolizumab. 3) Targeted agent/IMiD combinations, such as a collaboration using REOLYSIN with pomalidomide in multiple myeloma. The presentation outlines the mechanism of action of REOLYSIN and how combinations can enhance innate and adaptive immune responses against cancer.
Targovax presentation december 2017 carnegietargovax2017
Targovax provided an overview of its clinical programs for its two immuno-oncology platforms: ONCOS oncolytic virus and TG mutRAS neoantigen vaccine. For ONCOS, interim data from ongoing phase I/II trials in several solid tumors was highlighted. For TG, encouraging survival data from a phase I/II trial in resected pancreatic cancer was summarized. Upcoming clinical readouts and trial initiations in 2017-2018 were outlined for both platforms.
How patient subpopulations are changing the commercialization of oncology pro...IMSHealthRWES
An excerpt from the latest issue of AccessPoint, looking at how genomic profiling data is transforming our understanding of patient subpopulations - a key to targeting treatments with greater precision
This investor presentation summarizes the development of Oncolytics Biotech's lead product REOLYSIN, a therapeutic reovirus. Key points include:
1) REOLYSIN has demonstrated statistically significant improvements in overall survival for metastatic breast cancer and doubled two-year survival for metastatic pancreatic cancer.
2) The clinical development plan focuses on combination therapies with chemotherapy, immunotherapy agents like pembrolizumab, and targeted therapies/IMiDs to boost REOLYSIN's mechanism of action.
3) Over 1,100 patients have been treated with REOLYSIN which has shown a good safety profile with no maximum tolerated dose reached and mostly mild side effects.
Targovax is developing immunotherapies to enable the immune system to kill cancer cells. They have two platforms: oncolytic viruses and peptide vaccines. Their peptide vaccine TG01 showed encouraging 2-year survival data in a Phase I/II trial in pancreatic cancer patients, with a survival rate higher than historical controls. Their oncolytic virus ONCOS-102 is in a Phase I trial in CPI-refractory melanoma patients to see if it can activate the immune system and make those patients responsive to checkpoint inhibitors again. Targovax has multiple clinical readouts expected in 2017 and 2018 that could be value inflection points.
The document provides an overview of Targovax's clinical programs for ONCOS-102 and TG01. For ONCOS-102, a Phase I/II trial in ovarian and colorectal cancer in combination with durvalumab was initiated in Q3 2017. Encouraging survival and immune response data was reported from the ongoing Phase I/II trial of TG01 in resected pancreatic cancer. Targovax is developing these programs to boost the effectiveness of immunotherapy and has clinical readouts expected in 2017-2019.
Cancer Genetics, Inc. (CGIX) is a cancer-focused diagnostics company that provides proprietary genomic tests for cancers like leukemia, lymphoma, and urogenital cancers. The company has a growing portfolio of 5 launched and 8 tests in development. CGIX aims to rapidly expand revenues through sales of its tests, partnerships, and an initiative to partner with community hospitals. The company also has partnerships with major cancer research centers to develop new tests and validate existing ones. CGIX operates in a growing molecular diagnostics market focused on oncology that is projected to reach $17.6 billion, as these types of tests improve cancer treatment.
An high-level overview : The overall objective is to prioritize solid tumors with pan-FGFR driven cancer, evaluate clinical benchmarks and develop TPP for lead indication
- Ashish Jaiswal | Email: ashish.jaiswal8@gmail.com
Targovax is developing cancer immunotherapies using their TG technology to arm the immune system to fight RAS mutated cancers. Their lead candidate TG01 is in Phase I/II trials in combination with chemotherapy for resected pancreatic cancer, showing promising early survival data. Targovax has a broad clinical program with upcoming data readouts evaluating TG01 in additional cancer types and TG02 entering Phase I trials. Their therapeutic cancer vaccines target specific RAS mutations found in many cancers, offering a potential new treatment approach.
1706 ir deck full w_appendix v1_cmd_v6_uten appendixtargovax2017
The document summarizes a capital markets update presentation by Targovax. It discusses Targovax's two immunotherapy platforms - ONCOS-102, an oncolytic virus, and TG01, a peptide cancer vaccine. For ONCOS-102, the virus is injected into tumors where it stimulates an immune response by releasing cancer antigens. TG01 mimics antigens to stimulate "killer" T-cells. Early clinical trial results for ONCOS-102 showed increased tumor-infiltrating T-cells and systemic immune responses in cancer patients. Targovax is pursuing multiple clinical trials to combine its immunotherapies with other treatments.
Targovax is developing immunotherapies to help the immune system fight cancer. They have six ongoing clinical trials combining their oncolytic adenovirus or peptide vaccines with checkpoint inhibitors or chemotherapy. They expect readouts from four of these trials in 2017-2018, which will be important value inflection points. Encouraging survival data was seen in a Phase I/II trial of their peptide vaccine TG01 in resected pancreatic cancer patients.
Targovax is developing two cancer immunotherapy drugs - ONCOS-102, an oncolytic virus, and TG01, a neoantigen vaccine. Data from clinical trials of ONCOS-102 showed it activated patients' immune systems against their tumors. Targovax has an ongoing clinical program testing ONCOS-102 in various cancer types and combinations. TG01 targets RAS mutations in pancreatic cancer and showed encouraging long-term survival rates in previous trials. A recent trial combining TG01 with chemotherapy showed improved median and 2-year survival over historical controls. Targovax is seeking a partner to advance TG01 into a late-stage trial aimed at registration.
This document provides an overview of Targovax, a biotechnology company developing immunotherapy treatments for cancer. It summarizes Targovax's two platform technologies: ONCOS-102, an oncolytic virus that selectively infects and lyses cancer cells to trigger an immune response, and TG neoantigen vaccines that target specific cancer mutations to generate T-cells to kill cancer cells. The document outlines Targovax's clinical development plans and timelines across six clinical trials in several cancer indications. It also reviews the company's financial position and shareholder base, noting a strong cash runway into 2019 to complete the planned clinical program.
This corporate presentation summarizes PharmaMar's pipeline and strategy:
- PharmaMar is a biotech company focused on developing marine-derived oncology drugs. It has a fully integrated platform from discovery to commercialization.
- The pipeline includes Yondelis® for soft tissue sarcoma and ovarian cancer, Aplidin® for multiple myeloma, and PM1183 which is being studied in small cell lung cancer, platinum-resistant ovarian cancer, and BRCA breast cancer.
- PM1183 has shown promising results in early clinical trials, achieving a 67% response rate in small cell lung cancer. Phase III trials are ongoing in platinum-resistant ovarian cancer.
China Healthcare Market potentials & opportunitiesritupon gogoi
China has a large and growing healthcare market due to its large population and strong economic growth. Healthcare expenditures as a percentage of GDP have been rising in China and are projected to reach $1 trillion by 2020. An aging population and rising rates of chronic diseases will drive further growth in healthcare spending. However, the Chinese healthcare market faces challenges from frequent changes in regulations, policies that favor domestic generic drugs over innovative medicines, and difficulties for foreign companies to gain inclusion on the national drug reimbursement list.
Biomarker technology platforms for cancer diagnoses and therapiesJames Parker
This document provides an in-depth analysis of the biomarker technology platform market for cancer diagnoses and therapies. It is 343 pages long, published in September 2011, and costs $3,400. The document examines clinical measurement devices and their reagents/supplies used to diagnose and monitor cancer in various healthcare settings. It also discusses the application of biomarkers in developing novel targeted cancer therapeutics, predicting treatment response and efficacy, and cancer diagnosis.
Oncolytics Biotech presented their investor presentation which included the following key points:
1) Oncolytics is developing REOLYSIN, a novel immuno-oncology viral agent for systemic administration that exploits cancer cell lysis and anti-tumor immunity.
2) Additional randomized phase 2 clinical trials in 2017 are expected to generate overall survival data in breast cancer, ovarian cancer, non-small cell lung cancer, and colorectal cancer.
3) The clinical development plan focuses on combining REOLYSIN with chemotherapy for late-stage development and establishing it as a backbone agent combined with immunotherapy.
4) Over 900 patients have been treated with REOLYSIN intravenously with no drug
Epigenetics Diagnostic Market Size, Share, Growth, Trends and Forecast Report...Signitech
The global epigenetics diagnostic market size was valued at USD 5.5 billion in 2018 and is estimated to register a CAGR of 18.8% over the forecast period. Increasing prevalence of cancer and other chronic diseases and growing geriatric population are some of the key factors expected to drive the market.
This 271-page report from TriMark Publications provides a comprehensive overview of the breast cancer therapies market. It details the major drug classes used to treat breast cancer, including chemotherapy, hormone therapy, targeted therapies, and drugs in development. The report examines key factors shaping the market such as regulatory trends, reimbursement, companion diagnostics, and the impact of generics. It also provides global and regional breast cancer statistics and discusses the seven main treatment modalities. Major topics covered include game-changing drugs for HER2-positive and estrogen receptor-positive breast cancer, as well as triple negative breast cancer.
Cancer immunotherapy market & clinical pipelineKuicK Research
This document discusses cancer immunotherapy and provides an overview of the market and clinical pipeline. It notes that cancer immunotherapy utilizes the body's immune system to target cancerous cells and has advantages over conventional treatments like chemotherapy. The market for cancer immunotherapy has grown significantly in recent years and is expected to continue expanding due to the development of new immunotherapies. The document also outlines the large number of immunotherapies currently in clinical trials, including monoclonal antibodies, vaccines, oncolytic viruses, cytokines, and cell therapies. It analyzes the competitive landscape and clinical pipelines of major pharmaceutical companies developing cancer immunotherapies.
This investor presentation summarizes Oncolytics Biotech's clinical development plan for REOLYSIN, a viral immunotherapy for cancer. It discusses three pathways: 1) chemotherapy combinations, which are the basis for the first registration pathway in pancreatic cancer. Survival data from several phase 2 studies is expected in 2017. 2) Immunotherapy combinations, including an ongoing study of REOLYSIN with pembrolizumab. 3) Targeted agent/IMiD combinations, such as a collaboration using REOLYSIN with pomalidomide in multiple myeloma. The presentation outlines the mechanism of action of REOLYSIN and how combinations can enhance innate and adaptive immune responses against cancer.
Targovax presentation december 2017 carnegietargovax2017
Targovax provided an overview of its clinical programs for its two immuno-oncology platforms: ONCOS oncolytic virus and TG mutRAS neoantigen vaccine. For ONCOS, interim data from ongoing phase I/II trials in several solid tumors was highlighted. For TG, encouraging survival data from a phase I/II trial in resected pancreatic cancer was summarized. Upcoming clinical readouts and trial initiations in 2017-2018 were outlined for both platforms.
How patient subpopulations are changing the commercialization of oncology pro...IMSHealthRWES
An excerpt from the latest issue of AccessPoint, looking at how genomic profiling data is transforming our understanding of patient subpopulations - a key to targeting treatments with greater precision
This investor presentation summarizes the development of Oncolytics Biotech's lead product REOLYSIN, a therapeutic reovirus. Key points include:
1) REOLYSIN has demonstrated statistically significant improvements in overall survival for metastatic breast cancer and doubled two-year survival for metastatic pancreatic cancer.
2) The clinical development plan focuses on combination therapies with chemotherapy, immunotherapy agents like pembrolizumab, and targeted therapies/IMiDs to boost REOLYSIN's mechanism of action.
3) Over 1,100 patients have been treated with REOLYSIN which has shown a good safety profile with no maximum tolerated dose reached and mostly mild side effects.
Targovax is developing immunotherapies to enable the immune system to kill cancer cells. They have two platforms: oncolytic viruses and peptide vaccines. Their peptide vaccine TG01 showed encouraging 2-year survival data in a Phase I/II trial in pancreatic cancer patients, with a survival rate higher than historical controls. Their oncolytic virus ONCOS-102 is in a Phase I trial in CPI-refractory melanoma patients to see if it can activate the immune system and make those patients responsive to checkpoint inhibitors again. Targovax has multiple clinical readouts expected in 2017 and 2018 that could be value inflection points.
The document provides an overview of Targovax's clinical programs for ONCOS-102 and TG01. For ONCOS-102, a Phase I/II trial in ovarian and colorectal cancer in combination with durvalumab was initiated in Q3 2017. Encouraging survival and immune response data was reported from the ongoing Phase I/II trial of TG01 in resected pancreatic cancer. Targovax is developing these programs to boost the effectiveness of immunotherapy and has clinical readouts expected in 2017-2019.
Cancer Genetics, Inc. (CGIX) is a cancer-focused diagnostics company that provides proprietary genomic tests for cancers like leukemia, lymphoma, and urogenital cancers. The company has a growing portfolio of 5 launched and 8 tests in development. CGIX aims to rapidly expand revenues through sales of its tests, partnerships, and an initiative to partner with community hospitals. The company also has partnerships with major cancer research centers to develop new tests and validate existing ones. CGIX operates in a growing molecular diagnostics market focused on oncology that is projected to reach $17.6 billion, as these types of tests improve cancer treatment.
An high-level overview : The overall objective is to prioritize solid tumors with pan-FGFR driven cancer, evaluate clinical benchmarks and develop TPP for lead indication
- Ashish Jaiswal | Email: ashish.jaiswal8@gmail.com
Targovax is developing cancer immunotherapies using their TG technology to arm the immune system to fight RAS mutated cancers. Their lead candidate TG01 is in Phase I/II trials in combination with chemotherapy for resected pancreatic cancer, showing promising early survival data. Targovax has a broad clinical program with upcoming data readouts evaluating TG01 in additional cancer types and TG02 entering Phase I trials. Their therapeutic cancer vaccines target specific RAS mutations found in many cancers, offering a potential new treatment approach.
1706 ir deck full w_appendix v1_cmd_v6_uten appendixtargovax2017
The document summarizes a capital markets update presentation by Targovax. It discusses Targovax's two immunotherapy platforms - ONCOS-102, an oncolytic virus, and TG01, a peptide cancer vaccine. For ONCOS-102, the virus is injected into tumors where it stimulates an immune response by releasing cancer antigens. TG01 mimics antigens to stimulate "killer" T-cells. Early clinical trial results for ONCOS-102 showed increased tumor-infiltrating T-cells and systemic immune responses in cancer patients. Targovax is pursuing multiple clinical trials to combine its immunotherapies with other treatments.
Targovax is developing immunotherapies to help the immune system fight cancer. They have six ongoing clinical trials combining their oncolytic adenovirus or peptide vaccines with checkpoint inhibitors or chemotherapy. They expect readouts from four of these trials in 2017-2018, which will be important value inflection points. Encouraging survival data was seen in a Phase I/II trial of their peptide vaccine TG01 in resected pancreatic cancer patients.
Targovax is developing two cancer immunotherapy drugs - ONCOS-102, an oncolytic virus, and TG01, a neoantigen vaccine. Data from clinical trials of ONCOS-102 showed it activated patients' immune systems against their tumors. Targovax has an ongoing clinical program testing ONCOS-102 in various cancer types and combinations. TG01 targets RAS mutations in pancreatic cancer and showed encouraging long-term survival rates in previous trials. A recent trial combining TG01 with chemotherapy showed improved median and 2-year survival over historical controls. Targovax is seeking a partner to advance TG01 into a late-stage trial aimed at registration.
This document provides an overview of Targovax, a biotechnology company developing immunotherapy treatments for cancer. It summarizes Targovax's two platform technologies: ONCOS-102, an oncolytic virus that selectively infects and lyses cancer cells to trigger an immune response, and TG neoantigen vaccines that target specific cancer mutations to generate T-cells to kill cancer cells. The document outlines Targovax's clinical development plans and timelines across six clinical trials in several cancer indications. It also reviews the company's financial position and shareholder base, noting a strong cash runway into 2019 to complete the planned clinical program.
This corporate presentation summarizes PharmaMar's pipeline and strategy:
- PharmaMar is a biotech company focused on developing marine-derived oncology drugs. It has a fully integrated platform from discovery to commercialization.
- The pipeline includes Yondelis® for soft tissue sarcoma and ovarian cancer, Aplidin® for multiple myeloma, and PM1183 which is being studied in small cell lung cancer, platinum-resistant ovarian cancer, and BRCA breast cancer.
- PM1183 has shown promising results in early clinical trials, achieving a 67% response rate in small cell lung cancer. Phase III trials are ongoing in platinum-resistant ovarian cancer.
China Healthcare Market potentials & opportunitiesritupon gogoi
China has a large and growing healthcare market due to its large population and strong economic growth. Healthcare expenditures as a percentage of GDP have been rising in China and are projected to reach $1 trillion by 2020. An aging population and rising rates of chronic diseases will drive further growth in healthcare spending. However, the Chinese healthcare market faces challenges from frequent changes in regulations, policies that favor domestic generic drugs over innovative medicines, and difficulties for foreign companies to gain inclusion on the national drug reimbursement list.
Australian Business Forum helps Australian SMEs and businesses to understand the Chinese market and refine their China strategy.
http://abf.events/
ABOUT THE PRESENTATION BELOW
John Knight of The George Institute for Global Health discusses how the China Australia Free Trade Agreement and China's 12th Five Year Plan have created opportunities for Australian healthcare providers in China. The presentation also compares the healthcare systems of the two countries, using data from the University of Sydney and Peking University.
Originally presented at Australia-China BusinessWeek 2015 Sydney.
This document contains 7 student poster abstracts from the Journal of Oral and Maxillofacial Pathology. The abstracts report on various original research studies related to oral cancer and oral potentially malignant disorders. The first abstract examines promoter methylation of the MGMT gene in oral potentially malignant disorders and oral squamous cell carcinoma. The second abstract surveys past and present gutkha consumers on gutkha usage after a gutkha ban. The third abstract provides a comparative histopathological analysis of oral lichen planus and oral lichenoid reaction.
This document provides an investor presentation for Cancer Genetics, Inc. It discusses CGI's mission to be the oncology diagnostics partner from bench to bedside. CGI has a global footprint through acquisitions and partnerships. It provides genomic testing and services to support clinical trials, research collaborations, and patient care. CGI is uniquely positioned to address trends in oncology like personalized treatment and biomarker-based clinical trials.
Pembrolizumab - “Treatment of melanoma has never been this promising”Patwant Dhillon
Pembrolizumab is a monoclonal antibody that blocks the interaction between PD-1 receptors on T cells and PD-L1/PD-L2 ligands expressed by tumor cells. It was approved by the FDA based on results from the KEYNOTE-001 trial showing a 26% overall response rate in advanced melanoma patients who progressed on prior ipilimumab treatment. The trial found similar response rates of 26% for pembrolizumab doses of 2 mg/kg and 10 mg/kg every 3 weeks, with responses ongoing in 88% of patients after 8 months of follow up and a median progression free survival of 22 and 14 weeks respectively. Common adverse effects included fatigue, rash and pruritus.
China's healthcare sector is undergoing rapid growth and transformation. The Chinese government has identified healthcare as a strategic industry and is undertaking reforms through the 12th Five-Year Plan to strengthen public health infrastructure, expand insurance coverage, and support sectors like traditional Chinese medicine. China will increasingly contribute to global health spending as obesity and diseases like diabetes rise domestically. The growth of connected devices and digital health also presents opportunities for remote monitoring and transforming how healthcare is delivered in China.
An overview of the China healthcare market, its structure, trends in reform and growth drivers and constraints. Key challenges to participating in China healthcare are highlighted as are best practices of successful foreign companies playing in China healthcare.
An Introduction of Healthcare Market in ChinaZiqian WANG
A research on healthcare market in China covering topics including an introduction of Public Hospital System, Chinese Physicians' Work Condition and Salaries, as well as Continued Medical Education system.
In 3 sentences:
Envigo is a global contract research organization dedicated to helping customers advance human and animal health. They provide contract research services and research models across 5 continents, employing over 3,800 people at 52 locations. The presentation discussed key considerations for the non-clinical safety evaluation of drugs targeting immune checkpoints, including challenges assessing immunotoxicity and predicting autoimmune risks in animal models.
The document discusses immune checkpoint blockade as a promising cancer immunotherapy approach. It explains that immune checkpoints are inhibitory pathways in the immune system that are important for self-tolerance but can also enable tumour immune resistance. Blocking these checkpoints with antibodies can unleash anti-tumour immune responses. The first such drug approved was a CTLA-4 antibody, and additional checkpoint proteins like PD-1 are also being targeted to enhance anti-tumour immunity and clinical responses. Combination therapies are seen as a promising future approach.
- AIOCD AWACS is a pharmaceutical market research organization formed by AIOCD Ltd. and Trikala Medi InfoTech to provide market intelligence to help clients grow sales and profits through accurate and timely information.
- They offer 7 products including Data Exchange for secondary sales data and PharmaTrac for sales data audits. Other products include DrugInfo for a drug database, Retail Reach for retailer communication, and Zero Bounce for new product availability alerts.
- AWACS classifies drugs in its database according to the EPhMRA system including therapy, class, group, and subgroup based on the drug's target, mode of action, route of administration, and active ingredients. AWACS also
PharmAsia Summit2013 report "In search of new growth models for Big Pharma in...Franck Le Deu
The pharmaceutical market in China continues to grow rapidly, projected to reach $1.9 trillion by 2020. Key drivers of growth include an aging population, rising rates of chronic diseases due to lifestyle changes, and improved healthcare access and insurance coverage. While China represents a major opportunity, multinational companies face challenges from increasing cost containment pressures, regulatory hurdles, and a recent anti-corruption probe. To succeed, companies will need new business models that address these realities.
The document discusses the role of peroxisome proliferator activated receptor gamma (PPARγ) agonists in treating type 2 diabetes and reducing cardiovascular risk. PPARγ agonists like thiazolidinediones improve insulin sensitivity and have beneficial effects on lipids, inflammation, and vascular cell proliferation. They may reduce cardiovascular events in type 2 diabetes through these metabolic and anti-inflammatory mechanisms. However, PPARγ agonists can also cause side effects like fluid retention, weight gain, and congestive heart failure, so their risks and benefits must be carefully weighed.
This document summarizes key findings from the 2016 American Society of Clinical Oncology (ASCO) annual meeting regarding melanoma. It discusses several studies evaluating immunotherapy approaches for metastatic melanoma, including:
1) A phase 3 study showing pembrolizumab alone had higher response rates and longer progression-free and overall survival than ipilimumab.
2) A phase 3 study demonstrating that the combination of nivolumab and ipilimumab had higher response rates and longer progression-free survival than either agent alone.
3) A phase 2 study suggesting nivolumab followed by ipilimumab may be better tolerated and more effective than the reverse sequence.
The document concludes combination immunotherapy is generally
Non-Small Cell Lung Cancer Pipeline Insight | Non-Small Cell Lung Cancer Pipe...Dr. B.K. Agrawal
NSCLC report encloses the detailed analysis of Non-Small Cell Lung Cancer marketed drugs and late stage (Phase-III and Phase-II) pipeline drugs.
The therapies that are approved for the NSCLC treatment are Rozlytrek (Entrectinib), Imfinzi (Durvalumab), Opdivo (Nivolumab), Tecentriq (Atezolizumab), Keytruda (Pembrolizumab), Tafinlar (Dabrafenib) in combination with Mekinist (Trametinib), Tagrisso (osimertinib), Lorbrena/Lorviqua (Lorlatinib), Vizimpro (Dacomitinib), Alunbrig (Brigatinib), Alecensa (Alectinib), Vitrakvi (Larotrectinib), Portrazza (Necitumumab) along with many more.
The document discusses liquid biopsies and next generation cancer molecular diagnostics. It summarizes that OncoCyte Corporation is focused on developing diagnostic tests for early cancer detection using liquid biopsies, with an initial focus on tests for lung cancer. Key points include that lung cancer diagnostics represents a large market opportunity and that OncoCyte's preliminary lung cancer diagnostic test shows strong performance in clinical trials with high sensitivity and specificity. The test has the potential to reduce risky follow-up procedures for patients and provide significant healthcare cost savings.
Cancer targeted therapy market & clinical insight 2015KuicK Research
“Cancer Targeted Therapy Market & Clinical Insight” Report Highlight:
Introduction & Categorization of Cancer Targeted Therapies
Mechanism of Cancer Targeted Tyrosine Kinase, Vaccines, Oncogenes Inhibitors, Monoclonal Antibodies
Cancer Targeted Therapy Clinical Pipeline by Company, Indication & Phase
Clinical Insight on More Than 1200 Cancer Targeted Therapies in Pipeline
Clinical Insight & Patent Analysis of Marketed Cancer Targeted Therapies
Global Cancer Targeted Therapeutics Market Dynamics
Future Prospects of Cancer Targeted Therapies
Challenges and Opportunities for Digital PCR in the CLIA Laboratory of the Mo...Kate Barlow
Anthony Magliocco, Chair of Anatomical Pathology, Moffitt Cancer Center, USA
The Moffit Cancer Center is one of the largest NCI designated comprehensive free-standing cancer centers in the USA. The center has developed one of the most advanced personalized cancer medicine treatment programs in the world. This program is supported by a comprehensive and advanced CLIA molecular diagnostics. Digital PCR assays are currently being developed for several clinical applications including TKI resistance monitoring in patients with advanced lung cancer. The challenges and opportunities in deploying digital PCR into clinical practice will be discussed.
The investor presentation discusses Cancer Genetics, Inc., a company that provides genomic testing services. It highlights the company's recent growth, including acquisitions, research collaborations, product launches, and patents. The presentation also outlines the company's targeted NGS panel pipeline for diseases like multiple myeloma, CLL, and myeloid cancers. It positions Cancer Genetics as a leader in oncology diagnostics with proprietary tests that can help guide cancer diagnosis, prognosis, and treatment selection.
Global cancer stem cell therapy market outlook 2020KuicK Research
“Global Cancer Stem Cell Therapy Market Outlook 2020” Report Highlight:
Introduction & Classification of Stem Cells
Stem Cell Transplants Classification
Cancer Stem Cell Therapy Mechanism of Action
Global Cancer Stem Cell Market Analysis
Global Cancer Stem Cell Clinical Pipeline by Company & Phase
Global Cancer Stem Cell Clinical Pipeline: 32 Therapies
Global Cancer Stem Cell Market Dynamics: Challenges & Favorable Parameters
Global Cancer Stem Cell Market Future Outlook
Cancer immunotherapy market research reportreport sellers
Global Cancer Immunotherapy market is estimated at $62.57 billion in 2016 and is expected to reach $160.24 billion by 2023 growing at a CAGR of 14.3% from 2016 to 2023.For more information please visit https://www.reportsellers.com/market-research-report/Cancer-Immunotherapy---Global-Market
Global cancer vaccines market & pipeline analysisKuicK Research
“Global Cancer Vaccine Market & Pipeline Analysis” Report Highlights:
Global Cancer Market Overview
Personalized Cancer Vaccines: Progress & Possibilities
Platforms for Cancer Vaccines Delivery
Cancer Vaccines: Mechanism & Innovations
Global Cancer Vaccines Clinical Pipeline by Phase, Indication, Company & Country
Global Cancer Vaccine Clinical Pipeline: 289 Vaccines
Marketed Cancer Vaccines: 12 Vaccines
Regulatory Framework for Cancer Vaccines Development & Marketing
There is ongoing debate around the high costs of cancer care and whether these costs are sustainable. Various stakeholders are developing value frameworks to better evaluate the benefits of new cancer treatments relative to their costs. Key value frameworks include those from NCCN, ASCO, and ICER, which incorporate factors like clinical benefits, toxicity, and cost. These frameworks aim to help guide treatment decisions and discussions around the value of different options between physicians and patients. However, some feel the existing frameworks do not fully capture all relevant factors in defining value in oncology.
Cancer targeted therapy market & clinical insight 2015KuicK Research
“Cancer Targeted Therapy Market & Clinical Insight” Report Highlight:
Introduction & Categorization of Cancer Targeted Therapies
Mechanism of Cancer Targeted Tyrosine Kinase, Vaccines, Oncogenes Inhibitors, Monoclonal Antibodies
Cancer Targeted Therapy Clinical Pipeline by Company, Indication & Phase
Clinical Insight on More Than 1200 Cancer Targeted Therapies in Pipeline
Clinical Insight & Patent Analysis of Marketed Cancer Targeted Therapies
Global Cancer Targeted Therapeutics Market Dynamics
Future Prospects of Cancer Targeted Therapies
Kurt Schalper, MD, PhD, and Edward Garon, MD, MS, prepared useful Practice Aids pertaining to immuno-oncology biomarkers for this CME/MOC activity titled "Advances and Challenges in Refining the Use of Cancer Immunotherapies Through Biomarker Testing: Practical Guidance for Pathologists on the Front Lines of the Immuno-Oncology Revolution." For the full presentation, monograph, complete CME/MOC information, and to apply for credit, please visit us at http://bit.ly/2DE3X9J. CME/MOC credit will be available until December 2, 2019.
NeoGenomics Company Overview 2014-09-12 includes the following sections:
-Forward-looking Statements
-Investment Highlights
-Experienced Management Team
-Company Overview
-Proven Track Record Of Consistent Growth
-U.S. Cancer Testing Market Size $10-12 Billion
-NeoGenomics' Cancer Testing Services
-Customer Targets
-Accelerating Pace of Innovation
-90+ New Assays Launched Since January 2012
-A Growing Commercial & Facility Footprint
-Acquisition of Path Logic
-Strategic Alliance
-2014 and 2015 Strategic Priorities
-Accelerating Cash Flow & Earnings
-Adjusted EBITDA Metrics
- And much more...
Precision Medicine in Oncology InformaticsWarren Kibbe
Precision medicine in oncology aims to provide targeted cancer treatments based on a patient's individual tumor characteristics. The presentation discusses precision oncology initiatives including NCI-MATCH clinical trials which assign cancer therapies based on a tumor's molecular abnormalities rather than location. It outlines plans to expand genomically-based cancer trials, understand and overcome treatment resistance through molecular analysis, and establish a national cancer database integrating genomic and clinical data to accelerate cancer research. Cloud computing platforms are being developed to provide researchers access to large cancer genomic and clinical datasets. The goal is to advance precision cancer treatment by incorporating individual patient genetics and biomarkers into therapeutic decision making.
Download Us blood cancer drug market & pipeline analysis 2015KuicK Research
US pharmaceutical companies have identified opportunities to generate significant revenues from treating blood cancers in the US market. The number of blood cancer cases is rising, and demand exists for improved therapies. As a result, many new drugs have been introduced for treating blood cancers. Several innovative therapies are in clinical trials that could be approved in coming years. Key drug classes for treating blood cancers include chemotherapy drugs, monoclonal antibodies, and tyrosine kinase inhibitors, which have shown better outcomes than chemotherapy alone. The future blood cancer drug market is expected to grow as more innovative therapies enter the market, though developing treatments remains challenging due to the heterogeneity of blood cancers.
Colorectal Cancer Market 2023: Epidemiology, Industry Trends, Size, Share And...frankmorgan27
The increasing occurrences of polyps and inflammatory bowel conditions like ulcerative colitis or Crohn’s disease are primarily propelling the colorectal cancer market.
“Psychiatry and the Humanities”: An Innovative Course at the University of Mo...Université de Montréal
“Psychiatry and the Humanities”: An Innovative Course at the University of Montreal Expanding the medical model to embrace the humanities. Link: https://www.psychiatrictimes.com/view/-psychiatry-and-the-humanities-an-innovative-course-at-the-university-of-montreal
5-hydroxytryptamine or 5-HT or Serotonin is a neurotransmitter that serves a range of roles in the human body. It is sometimes referred to as the happy chemical since it promotes overall well-being and happiness.
It is mostly found in the brain, intestines, and blood platelets.
5-HT is utilised to transport messages between nerve cells, is known to be involved in smooth muscle contraction, and adds to overall well-being and pleasure, among other benefits. 5-HT regulates the body's sleep-wake cycles and internal clock by acting as a precursor to melatonin.
It is hypothesised to regulate hunger, emotions, motor, cognitive, and autonomic processes.
STUDIES IN SUPPORT OF SPECIAL POPULATIONS: GERIATRICS E7shruti jagirdar
Unit 4: MRA 103T Regulatory affairs
This guideline is directed principally toward new Molecular Entities that are
likely to have significant use in the elderly, either because the disease intended
to be treated is characteristically a disease of aging ( e.g., Alzheimer's disease) or
because the population to be treated is known to include substantial numbers of
geriatric patients (e.g., hypertension).
Co-Chairs, Val J. Lowe, MD, and Cyrus A. Raji, MD, PhD, prepared useful Practice Aids pertaining to Alzheimer’s disease for this CME/AAPA activity titled “Alzheimer’s Disease Case Conference: Gearing Up for the Expanding Role of Neuroradiology in Diagnosis and Treatment.” For the full presentation, downloadable Practice Aids, and complete CME/AAPA information, and to apply for credit, please visit us at https://bit.ly/3PvVY25. CME/AAPA credit will be available until June 28, 2025.
Know the difference between Endodontics and Orthodontics.Gokuldas Hospital
Your smile is beautiful.
Let’s be honest. Maintaining that beautiful smile is not an easy task. It is more than brushing and flossing. Sometimes, you might encounter dental issues that need special dental care. These issues can range anywhere from misalignment of the jaw to pain in the root of teeth.
Cell Therapy Expansion and Challenges in Autoimmune DiseaseHealth Advances
There is increasing confidence that cell therapies will soon play a role in the treatment of autoimmune disorders, but the extent of this impact remains to be seen. Early readouts on autologous CAR-Ts in lupus are encouraging, but manufacturing and cost limitations are likely to restrict access to highly refractory patients. Allogeneic CAR-Ts have the potential to broaden access to earlier lines of treatment due to their inherent cost benefits, however they will need to demonstrate comparable or improved efficacy to established modalities.
In addition to infrastructure and capacity constraints, CAR-Ts face a very different risk-benefit dynamic in autoimmune compared to oncology, highlighting the need for tolerable therapies with low adverse event risk. CAR-NK and Treg-based therapies are also being developed in certain autoimmune disorders and may demonstrate favorable safety profiles. Several novel non-cell therapies such as bispecific antibodies, nanobodies, and RNAi drugs, may also offer future alternative competitive solutions with variable value propositions.
Widespread adoption of cell therapies will not only require strong efficacy and safety data, but also adapted pricing and access strategies. At oncology-based price points, CAR-Ts are unlikely to achieve broad market access in autoimmune disorders, with eligible patient populations that are potentially orders of magnitude greater than the number of currently addressable cancer patients. Developers have made strides towards reducing cell therapy COGS while improving manufacturing efficiency, but payors will inevitably restrict access until more sustainable pricing is achieved.
Despite these headwinds, industry leaders and investors remain confident that cell therapies are poised to address significant unmet need in patients suffering from autoimmune disorders. However, the extent of this impact on the treatment landscape remains to be seen, as the industry rapidly approaches an inflection point.
Summer is a time for fun in the sun, but the heat and humidity can also wreak havoc on your skin. From itchy rashes to unwanted pigmentation, several skin conditions become more prevalent during these warmer months.
Are you looking for a long-lasting solution to your missing tooth?
Dental implants are the most common type of method for replacing the missing tooth. Unlike dentures or bridges, implants are surgically placed in the jawbone. In layman’s terms, a dental implant is similar to the natural root of the tooth. It offers a stable foundation for the artificial tooth giving it the look, feel, and function similar to the natural tooth.
Osvaldo Bernardo Muchanga-GASTROINTESTINAL INFECTIONS AND GASTRITIS-2024.pdfOsvaldo Bernardo Muchanga
GASTROINTESTINAL INFECTIONS AND GASTRITIS
Osvaldo Bernardo Muchanga
Gastrointestinal Infections
GASTROINTESTINAL INFECTIONS result from the ingestion of pathogens that cause infections at the level of this tract, generally being transmitted by food, water and hands contaminated by microorganisms such as E. coli, Salmonella, Shigella, Vibrio cholerae, Campylobacter, Staphylococcus, Rotavirus among others that are generally contained in feces, thus configuring a FECAL-ORAL type of transmission.
Among the factors that lead to the occurrence of gastrointestinal infections are the hygienic and sanitary deficiencies that characterize our markets and other places where raw or cooked food is sold, poor environmental sanitation in communities, deficiencies in water treatment (or in the process of its plumbing), risky hygienic-sanitary habits (not washing hands after major and/or minor needs), among others.
These are generally consequences (signs and symptoms) resulting from gastrointestinal infections: diarrhea, vomiting, fever and malaise, among others.
The treatment consists of replacing lost liquids and electrolytes (drinking drinking water and other recommended liquids, including consumption of juicy fruits such as papayas, apples, pears, among others that contain water in their composition).
To prevent this, it is necessary to promote health education, improve the hygienic-sanitary conditions of markets and communities in general as a way of promoting, preserving and prolonging PUBLIC HEALTH.
Gastritis and Gastric Health
Gastric Health is one of the most relevant concerns in human health, with gastrointestinal infections being among the main illnesses that affect humans.
Among gastric problems, we have GASTRITIS AND GASTRIC ULCERS as the main public health problems. Gastritis and gastric ulcers normally result from inflammation and corrosion of the walls of the stomach (gastric mucosa) and are generally associated (caused) by the bacterium Helicobacter pylor, which, according to the literature, this bacterium settles on these walls (of the stomach) and starts to release urease that ends up altering the normal pH of the stomach (acid), which leads to inflammation and corrosion of the mucous membranes and consequent gastritis or ulcers, respectively.
In addition to bacterial infections, gastritis and gastric ulcers are associated with several factors, with emphasis on prolonged fasting, chemical substances including drugs, alcohol, foods with strong seasonings including chilli, which ends up causing inflammation of the stomach walls and/or corrosion. of the same, resulting in the appearance of wounds and consequent gastritis or ulcers, respectively.
Among patients with gastritis and/or ulcers, one of the dilemmas is associated with the foods to consume in order to minimize the sensation of pain and discomfort.
Travel vaccination in Manchester offers comprehensive immunization services for individuals planning international trips. Expert healthcare providers administer vaccines tailored to your destination, ensuring you stay protected against various diseases. Conveniently located clinics and flexible appointment options make it easy to get the necessary shots before your journey. Stay healthy and travel with confidence by getting vaccinated in Manchester. Visit us: www.nxhealthcare.co.uk
2. Introductions and Objective
Webinar Moderator: Stacy Mecham
Senior Vice President,
Oncology Franchise,
AlphaImpactRx
Objective
• To share our unique perspective on the dynamics of today’s oncology marketplace.
• To advance your understanding of the unprecedented changes emerging across
promotion, treatment and testing - and to provide a view into how 2016 is shaping
up.
2
Featured Presenter: Mark Purcell
Managing Director
and Head of Global
Pharmaceutical
Equity Research
Coverage, Barclays
3. Our Agenda
3
• A snapshot of the current Oncology Promotional Landscape
• The I/O Battlefield
NSCLC
Melanoma
PD-L1 Testing
• Preparing for ASH and San Antonio Breast Cancer Conferences
Breast Cancer
CLL
• Q&A
4. …and once earned, you need
to make the most of it.
The battle to earn the Oncologist’s
attention is becoming more challenging...
4
5. Novartis is emerging as the leader within a crowded oncology
promotional landscape.
n=Total sales representative product details BrandImpact Oncology panel had ~ 450 physicians in October 2015
ShareofDetails
Source: BrandImpact
0%
2%
4%
6%
8%
10%
12%
14%
2010 2011 2012 2013 2014 2015 (Jan-Oct)
Novartis GSK Genentech BMS Merck Celgene
Pfizer Boehringer Ing. Lilly Bayer Janssen Amgen
Eisai Pharmacyclics Medivation Millennium Sanofi Teva
Onyx Incyte AstraZeneca
n=35,979 n=33,970 n=34,408 n=31,103 n=30,028 n=28,498
Share of Attention – Company Level Detailing - Oncology (2010-2015)
March ‘15: Novartis
acquires Oncology
franchise from GSK
5
6. Is access to the Oncologist opening up?
6
After a decline through the end of
2013, the surge in new launches
and new indications starting 2014
may have required an increase in
time allocated to seeing reps…
…and, the average time allocated to each
detail has also increased.
20
40
60
80
100
120
140
160
180
Q1
2012
Q2
2012
Q3
2012
Q4
2012
Q1
2013
Q2
2013
Q3
2013
Q4
2013
Q1
2014
Q2
2014
Q3
2014
Q4
2014
Q1
2015
Q2
2015
Q3
2015
5
6
7
8
9
10
Source: BrandImpact
Average Minutes Allotted to Detailing per Quarter (Oncologists)
Source: BrandImpact
7. Source: BrandImpact
7
2,894
1,842
1,305
1,034 942 893
643 574 572
414
0
400
800
1,200
1,600
2,000
2,400
2,800
3,200
Lung Cancer Breast Cancer CLL Colorectal
Cancer
Multiple
Myeloma
Renal Cell CML Mantle Cell
Lymphoma
Melanoma Gastric Cancer
Details by Indication (YTD October 2015)
Indication-level details reported most often
reflect the influx of new brands, the number
of players in certain tumor markets, and the
competitive nature of these market segments.
n=number of details reported by indication for the time period
NSCLC is the most frequently-
detailed tumor type so far in
2015, overtaking breast cancer.
Indication 2015 Rank
(YTD Oct)
2014 2013
NSCLC 1 2 3
Breast Cancer 2 1 1
CLL 3 4 11
Colorectal Cancer 4 5 2
Multiple Myeloma 5 3 4
Renal Cell 6 9 7
CML 7 7 5
Mantle Cell Lymphoma 8 11 13
Melanoma 9 8 8
Gastric Cancer 10 35 36
Understanding detailing at the indication level is critical.
8. Source: BrandImpact
8
Measuring details at the brand level is no longer enough.
Top 10 Detailed
Brands
2015 Rank
(YTD Oct)
Opdivo 1
Afinitor 2
Imbruvica 3
Keytruda 4
Avastin 5
Cyramza 6
Ibrance 7
Revlimid 8
Xtandi 9
Neulasta 10
Top 10 Detailed
Brands by Ind
Indication 2015 Rank
(YTD Oct)
Opdivo NSCLC 1
Afinitor Breast Cancer 3
Ibrance Breast Cancer 3
Imbruvica CLL 4
Keytruda Melanoma 5
Xtandi Prostate Cancer 6
Neulasta Neutropenia 7
Gazyva CLL 8
Cyramza NSCLC 9
Kyprolis Multiple Myeloma 10
9. Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be
aware that the firm may have a conflict of interest that could affect the objectivity of this report.
Investors should consider this report as only a single factor in making their investment decision.
This research report has been prepared in whole or in part by equity research analysts based outside the US who are not registered/qualified as research analysts
with FINRA.
PLEASE SEE ANALYST CERTIFICATIONS AND IMPORTANT DISCLOSURES BEGINNING ON PAGE 52.
Equity Research
Barclays Global Pharmaceuticals
Mark Purcell
Barclays, UK
+44 203 1347189
mark.purcell@barclays.com
Thinking ahead in oncology
An analyst’s perspective
1 December 2015
10. • Introduction
• Lung cancer – Opdivo versus the competition
• Key questions / perspectives in an increasingly crowded indication; 1L data in 2016
• Melanoma battleground
• Opdivo vs Keytruda; Immunotherapy versus targeted treatments; emerging combos
• Breast cancer
• Ibrance launch perspectives in HER2-ve patients
• Perjeta perspectives –a race against time
• Chronic Lymphocytic Leukemia
• Where next for Imbruvica?
Thinking ahead in oncology
Overview
December 1, 201510
Source: Barclays Research
12. The role of a stock market analyst
An overview of my role and what I do
Source: Barclays Research
December 1, 201512
Financial
analysis
Therapeutic
analysis
Industry analysisReports/presentations
Breadth of analysis… …requires a team approach
Stock recommendations
Investment ideas
US pharma
US biotech
US medtech
etc
Japan pharma
India pharma
etc
Global
research
US biopharma Asia biopharma
Distribution
EU pharma
EU generics
EU medtech
etc
EU biopharma
GibsonPurcell Capra Ak’sola KlebanLeuchten
13. December 1, 201513
Therapeutic market analysis
• Prescription data
• IMS Smart Solutions (US), MIDAS (global), NPA (US)
• AlphaImpactRx (US)
• Customer perspectives
• KOL calls/surveys; conference feedback
• PBM/managed care (US); NICE/IQWIG assessment (EU)
• Company reports and meetings
• Quarterly earnings releases and conference calls
• Analyst meetings; company field trips
Market data
Physician /
payor feedback
Company
perspective
Which data sources do we use?
Source: Barclays Research
15. December 1, 201515
Common questions with immunoncology
• PD-(L)-1 treatment benefits 25-65% of refractory non-
squamous NSCLC relative to standard chemotherapy
• Will patient triaging based on an imperfect diagnostic enrichment
approach take off? Who has the best approach?
• Will chemotherapy be squeezed or be used in combo?
• Payors have targeted therapeutic areas such as respiratory
and diabetes – how about oncology?
• Will payors start using exclusions in oncology eg CML?
• Will payors restrict use based on diagnostic enrichment?
• Oncology is clearly a crowded pipeline area
• Speed of uptake for immunoncology approaches?
• Are refractory patient shares representative of potential front line
patient shares?
• Will third/fourth to market use price to gain market share?
• How will costs be divided in combination approaches?
Patient triaging
Payor influence
Competition
Will patients be triaged? Can payors influence prescribing? Will competition act rationally?
Source: Barclays Research
16. Comparative Testing Rates for PD-L1 and Established
Biomarkers in mNSCLC and mM
Source: Barclays Research; BrandImpact / BrandImpactDx
;
December 1, 201516
17. December 1, 201517
PD-L1 Testing Rates for mNSCLC and mM Among PD-L1
Testers and Percent of Their Patients Tested
Source: Barclays Research , BrandImpact/BrandImpactDx
PD-L1 testing is more common in NSCLC patients (48% oncologists) versus melanoma (25%)
19. December 1, 201519
Key questions / perspectives in lung cancer
• Pivotal data H2 2016; 60% of patients; diverse strategies
• BMY and MRK PD-L1+ve mono initially; chemo combo
studies now started
• ROG main focus chemo combos; AZN treme / EGFRi /
chemo combos
• PD-L1 biomarker debate in non-squamous (76% of patients)
• PD-L1 enrichment suggests relative benefit for 68% (ROG),
36% (BMY), 23% (MRK) non-squamous patients vs chemo
• BMY all comers approach – lack of reimbursement concerns
• Treat all-comers (better tolerability than chemo) or
diagnostically enrich for PD-L1 responders?
• Are all diagnostic approaches equal (ROG IC/TC approach)
• Duration of therapy an issue – median number doses just 6?
• Q3W preferred versus Q2W dosing? % of patients
contraindicated with autoimmune conditions?
Front-line
NSCLC
Refractory
NSCLC
Triaging/
duration
Most intense and potentially crowded battleground for i/o therapies
Source: Barclays Research
20. NSCLC Market Shares Based on PD-L1 Status (squamous)
December 1, 201520
Opdivo treated patients – 46% untested, 33% PD-L1 –ve, 20% PD-L1 +ve
Keytruda – approved for PD-L1 +ve patients only
Only 20% of PD-L1 testing occurs in the 2L+ setting
PD-L1 Positive: R6M May-Oct 2015
n=217
dr=28
PD-L1 Negative/Other: R6M May-Oct 2015
n=517
dr=70
Untested Patients: R6M May-Oct 2015
n=757
dr=99
PD-L1 Tested Patients Untested Patients
Keytruda,
1%
Tarceva,
1%
Cyramza,
1%
Opdivo,
49%
Abraxane,
10%
Other
Chemo,
35%
Untreated,
4%
Tarceva,
1% Cyramza,
2%
Opdivo,
32%
Abraxane,
13%
Other
Chemo,
39%
Untreated,
11%
Tarceva,
2% Cyramza,
1%
Opdivo,
34%
Abraxane,
15%
Other
Chemo,
39%
Untreated,
9%
Overall mNSCLC Shares (R6M Through October 2015)
Source: Barclays Research , AlphaImpactRx
Report Definition: (n = number of Patient Visits diagnosed and receiving systemic therapy; dr = number of physicians
reporting,
based on a sample of 170 oncologists, of whom 81(43%) have tested for PD-L1 in some patients).
“Other Chemo’ includes Gemzar, Navelbine, Taxol, and Taxotere. Results may vary from 100% due to rounding.
“PD-L1 Negative/Other” includes patients where the results are negative, pending or inconclusive.
Overall shares include all patients, treated and untreated, and excludes patients on maintenance therapy.
21. Anti-PD-1 US revenue progression – NSCLC inflection?
December 1, 201521
NCCN support and FDA approval in squamous and then non-squamous NSCLC has
driven an acceleration in anti-PD-1 revenues in the US
Source: Barclays Research
NCCN
supports 1L
melanoma
Opdivo FDA
approval sq
NSCLC
0
20
40
60
80
100
120
140
160
$m
Keytruda Opdivo Total
FDA approval
Keytruda
NSCLC 2 Oct;
Opdivo non-sq
NSCLC 9 Oct
$m Q3'14 Q4'14 Q1'15 Q2'15 Q3'15
Keytruda IMS estimated 7 47 72 89 109
Keytruda reported 44 66 86 109
Opdivo IMS estimated - 0 19 112 239
Opdivo reported 1 38 107 268
Opdivo non-sq
NSCLC data
at ASCO
22. December 1, 201522
What next?
• How strong will the OS benefit be in KN-010 trial? (920pts, PD-
L1+ve vs Taxotere; Opdivo has set all-comer OS benchmark:
HR of 0.62 in sq and 0.73 in non-sq 2L+NSCLC vs Taxotere)
• Will Keytruda launch first in PD-L1+ve 1L NSCLC and be
reimbursed for all vs just PS>50% pts (KN-024 June’16)?
• Can Roche file atezo with FDA based on BIRCH/FIR data?
• How strong will the OS benefit be in the OAK trial mid’16
(1225pts, all comers vs Taxotere; Opdivo the benchmark)
• Front-line data from Impower trials 2017
• Can AZN file durva based on 3L+ PD-L1+ ATLANTIC trial?
Keytruda
(Merck)
atezolizumab
(Roche)
durvalumab
(AstraZeneca)
Data pending for refractory NSCLC ahead of front-line data H2’16
Source: Barclays Research
• Front-line data in PDL-1+ve (PS>1%) from Checkmate-024
trial expected August’16
Opdivo
(BMY)
23. December 1, 201523
Overall mNSCLC Market Shares (Non-Squamous Histology)
Opdivo penetration has expanded to 13% in non-squamous NSCLC following FDA
approval 9 October, taking share from chemotherapy and capturing untreated patients;
targeted therapies for patients expressing EGFR / ALK mutations broadly stable
Source: Barclays Research, AlphaImpactRx
24. December 1, 201524
1st Line mNSCLC Market Shares (Non-Squamous)
Alimta-containing regimens have the largest share in 1st line therapy. Opdivo currently
has 2% penetration off-label in this segment
Source: Barclays Research, AlphaImpactRx
25. December 1, 201525
2nd Line+ mNSCLC Market Shares (Non-Squamous)
Opdivo catapulted to first place in refractory non-squamous patients, largely at the
expense of cytotoxic agents. Keytruda 4% share in first month post-approval.
Source: Barclays Research, AlphaImpactRx
26. December 1, 201526
Overall mNSCLC Market Shares (Squamous Cell Histology)
Opdivo has surpassed chemotherapy regimens to become the leading treatment for
patients with squamous cell NSCLC
Source: Barclays Research, AlphaImpactRx
27. December 1, 201527
1st Line mNSCLC Market Shares (Squamous Cell Histology)
Cytotoxic chemotherapy remains the standard approach in 1st line therapy. Abraxane is
currently used in over a quarter of patients. Opdivo has a modest presence to date .
Source: Barclays Research, AlphaImpactRx
28. December 1, 201528
2nd Line+ mNSCLC Market Shares (Squamous Cell Histology)
Opdivo has quickly become the preferred treatment option in 2nd line+ squamous NSCLC
with a 75% market penetration, taking share from chemotherapy and Abraxane.
Keytruda 7% share in first month post-approval
Source: Barclays Research, AlphaImpactRx
30. December 1, 201530
Key questions / perspectives in melanoma
• Opdivo monotherapy PDUFA 27 Nov; Keytruda monotherapy
PDUFA 19 Dec
• Opdivo and Keytruda both beat Yervoy monotherapy in CM-
066 and KN-066, respectively
• Opdivo+Yervoy superior to Opdivo alone based on PFS but
with a tolerability penalty (30% discontinuation due to AEs)
• Keytruda launched first and has maintained leading share
• Opdivo/Keytruda monotherapy data look comparable
• Is Q3W dosing an advantage for Keytruda?
• In CM-067, one third PD-L1>5% and two thirds PD-L1<5%.
Opdivo comparable mPFS to Opdivo+Yervoy (14.0m) in pts
PD-L1>5% patients – if replicated in OS data, will combo be
reserved for PD-L1<5%
• BRAF+MEKi trial COMBI-d shows 25.1m median OS in V600E
mutation positive patients – with a lower 13% discontinuation
rate, can BRAF+MEKi hold onto (PD-L1-ve) market share?
Front-line
melanoma
Refractory
melanoma
Triaging
Straight Opdivo versus Keytruda battle; how much share will BRAF/MEKi combos retain?
Source: Barclays Research
31. Melanoma Market Shares Based on PD-L1 Status
December 1, 201531
Opdivo treated patients – 50% untested, 27% PD-L1 –ve, 23% PD-L1 +ve
Keytruda treated patients – 52% untested, 26% PD-L1 –ve, 23% PD-L1 +ve
Source: Barclays Research , AlphaImpactRx AlphaImpact
32. December 1, 201532
What next?
• 1L PDUFA 19 Dec; Yervoy-refractory PDUFA 24 Dec
• Phase 3 “go decision” taken on Keytruda + Incyte’s IDO
inhibitor epacadostat based on 53% ORR in 19 patients (c.79%
PD-L1+ve)
• 1L monotherapy PDUFA 27 Nov based on CM-066 trial
• 76% ORR and 20.9m DOR in combination with Zelboraf in 1L
BRAFV600 mutant patients; awaiting data from phase 1b trial of
atezo+Zelboraf+Cotellic data before assessing next steps
Keytruda
(Merck)
atezolizumab
(Roche)
Following additional monotherapy approvals, focus shifts to future combinations
Source: Barclays Research
Opdivo
(BMY)
33. December 1, 201533
Overall Metastatic Melanoma Shares
Keytruda has surpassed Yervoy as the leader metastatic melanoma treatment, but is facing
increasing competition from Mekinist/Tafinlar, Opdivo and the Opdivo/Yervoy combination
Source: Barclays Research, AlphaImpactRx
34. December 1, 201534
1st Line Metastatic Melanoma Shares
Keytruda and Mekinist/Tafinlar were essentially tied for the lead position in the frontline
setting. Use of single agent Opdivo has declined and Yervoy monotherapy shares have
plummeted, in part because these two brands are increasingly being used in combination
Source: Barclays Research, AlphaImpactRx
35. December 1, 201535
2nd Line+ Metastatic Melanoma Shares
Keytruda remained the most frequently prescribed treatment in this segment, albeit with a
drop in share to 35% as Opdivo and the Opdivo/Yervoy combination gained share
Source: Barclays Research, AlphaImpactRx
36. December 1, 201536
1st Line Metastatic Melanoma Shares (BRAF Mutation+)
Led by the Mekinist/Tafinlar combination, BRAF-mutation targeted agents have
continued to make share gains supported by the COMBI-d and coBRIM pivotal data
(25.1 month and 22.3 month median overall survival, respectively)
Source: Barclays Research, AlphaImpactRx
37. December 1, 201537
2nd Line+ Metastatic Melanoma Shares (BRAF Mutation+)
The Mekinist/Tafinlar combination and Keytruda were tied for the top spot among
patients expressing BRAF V600 mutations who have received prior therapy
Source: Barclays Research, AlphaImpactRx
39. December 1, 201539
Key perspectives for Ibrance in HER2-ve breast cancer
• Ibrance Q3 2015 US revenues $229m following first-line
accelerated approval – where next?
• Positive 2L+ PALOMA-3 data (ASCO) and PALOMA-2 data
(Q4’15E) should further support the launch
• Using Afinitor as a proxy: 55% sales in breast cancer =>
c.$120m US sales per quarter from 11% share. Implied
Ibrance quarterly sales circa $270m (circa $229m currently)
• PENELOPE-B trial in neo-adjuvant breast cancer data 2020
• Trials outside breast cancer – eg lung cancer
• Afinitor generics 2019 onwards could drive pricing pressure
• LLY abemaciclib – MONARCH 2 data in breast cancer H1’17,
JUNIPER 2L+ lung data H2’16; monotherapy activity,
continuous dosing, brain penetration advantages?
• NOVN ribociclib (LEE011) – MONALEESA-2 and -7 data in
breast cancer H2’17 / H1’18
Ibrance in
context
Opportunities
Threats
Off to a strong start, but what is the revenue and competitive outlook?
Source: Barclays Research
40. December 1, 201540
Overall HR+/HER2- mBC Shares (Post-Menopausal)
Ibrance has assumed the second position in the overall ER+/HER2- mBC market ,
having overtaken AI monotherapy, Faslodex and Afinitor
Source: Barclays Research, AlphaImpactRx
41. December 1, 201541
1st Line HR+/HER2- mBC Shares (Post-Menopausal)
Ibrance is closing in on AI monotherapy for the lead in the 1st line setting, with a share of
nearly 30% in October
Source: Barclays Research, AlphaImpactRx
42. December 1, 201542
1st Line HR+/HER2- mBC Shares - New Starts (Post-Menopausal)
Ibrance also leads in the share of new prescriptions for 1st line therapy, having captured
37% of NWRXs in October.
Source: Barclays Research, AlphaImpactRx
43. December 1, 201543
2nd / 3rd Line HR+/HER2- mBC Shares (Post-Menopausal)
Ibrance use has also steadily increased in the 2nd line setting, where it is now in the third
position, ahead of Afinitor. Pre-treated patients on 3rd line therapy or greater tend to
receive cytotoxic therapy
Source: Barclays Research, AlphaImpactRx Source: Barclays Research, AlphaImpactRx
• 2nd Line HR+/ HER2- Post-Menopausal mBC Patients
(Through October 2015)
• 3rd Line+ HR+/ HER2- Post-Menopausal mBC Patients
(Through October 2015)
45. December 1, 201545
Protecting Roche’s breast cancer franchise – Perjeta update
• Perjeta and Kadcyla have accelerated revenue growth of
Roche’s HER2 franchise to 19% - however Herceptin remains
68% US / 78% ex-US franchise by value:
• Perjeta penetration >50% on-label (>70% neo-adjuvant)
• Subcutaneous Herceptin >30% conversion
• Kadcyla+Perjeta 1L trial MARIANNE failed
• Perjeta driving Herceptin duration of use
• Perjeta 2L+ PHEREXA trial 2015/16
• Perjeta APHINITY trial H1 2016 (55% of Herceptin use)
• The race against time – Herceptin biosimilars!
• Herceptin COMP 2014 EU (2ndry patents?), 2019 US
• Samsung bioepsis (Jan’16; NA); Amgen ABP-980 (Mar’16;
NA); Celltrion (Dec’16; NA), Pfizer (Oct’16; 1L / Dec’16 NA)
Perjeta in
context
Opportunities
Threats
Off to a strong start, but what is the revenue and competitive outlook?
Source: Barclays Research
46. December 1, 201546
Neoadjuvant / Adjuvant HER2+ Breast Cancer Shares
• The Perjeta/Herceptin combination now dominates the neoadjuvant HER2+ space
• In the adjuvant setting Herceptin remains the most widely used option- APHINITY
data are needed to tap this key (55% Herceptin revenues) opportunity
Source: Barclays Research, AlphaImpactRx
47. December 1, 201547
1st Line HER2+/HR- mBC Shares
The Perjeta/Herceptin combination has become the dominant regimen in frontline
treatment of HER2+/HR- mBC; the MARIANNE data precludes Keytruda moving into this
setting; other Herceptin-based regimens gained share in October
Source: Barclays Research, AlphaImpactRx
48. December 1, 201548
1st Line HER2+/HR+ mBC Shares
The Perjeta/Herceptin combination has a commanding 60% share in 1st line treatment
among HER2+ mBC patients who are also HR+
Source: Barclays Research, AlphaImpactRx
49. December 1, 201549
2nd Line+ HER2+/HR- mBC Shares
Kadcyla is being used in a majority of the patients on 2nd line+ therapy for HER2+/HR-
mBC on the back of the EMILIA trial; Perjeta 2L+ PHEREXA trial reports 2015/16 and
could boost penetration
Source: Barclays Research, AlphaImpactRx
50. December 1, 201550
2nd Line+ HER2+/HR+ mBC Shares
Other treatment options come into play in 2nd line+ therapy for patients who are
HER2+/HR+. Herceptin is still widely used, particularly in combination with HT or Perjeta
Source: Barclays Research, AlphaImpactRx
52. December 1, 201552
Imbruvica label expansion in focus post ABBV+PCYC deal
• ABBV acquired PCYC for Imbruvica =>1bn revenues in 2015E,
>$7bn peak sales guidance (implied >$10bn globally) ahead of
LOE end 2026:
• Rapid penetration in refractory CLL and p17 del 1L CLL
• Competition from GILD’s Zydelig
• Expanded indications: 1L CLL (RESONATE-2; H2’15;
ECOG1912 H1’17; 1L CLL >35% larger in terms of patient
numbers than 2L/3L); non-GCB NHL (PHOENIX; mid’18); 1L
MCL (SHINE; mid’18); FL (DAWN H2’15, SELENE HE’17)
• Duration of use - >>14 months in 1L CLL? 94% 2yr DFS!!
• Combination trials with ABBV assets ABT-199 (bcl-2 inhibitor)
and duvelisib (PI3K δ,γ inhibitor like Zydelig)
• GILD – in-licensed BTK inhibitor ONO-4059 end 2014
• BTK inhibitors with improved selectivity – Acerta Pharma,
Beigene, Eternity Biosciences etc
Imbruvica in
context
Opportunities
Threats
Imbruvica standard of care in refractory CLL – so where next?
Source: Barclays Research
53. December 1, 201553
CLL Patients by 17p Deletion Status
Most patients with CLL are being tested and 20% express the 17p deletion [higher than
the 5-10% expected, possibly as the CLL panel represents patients treated with systemic
therapy (as opposed to “watchful waiting”)]
Source: Barclays Research, AlphaImpactRx
54. December 1, 201554
Overall CLL Market Shares
Imbruvica has become the leading therapeutic option within the overall CLL space,
followed in turn by Treanda and Rituxan
Source: Barclays Research, AlphaImpactRx
55. December 1, 201555
CLL Market Shares (1st Line)
Treanda-based treatment held onto the lead position in October, but Imbruvica penetration
continues to rise at the expense of Rituxan-based treatments ahead of RESONATE-2
Source: Barclays Research, AlphaImpactRx
56. December 1, 201556
CLL Market Shares (2nd Line and 3rd line)
Imbruvica has far and away become the leading therapeutic option for previously treated
patients with CLL and far surpasses the performance of Zydelig in these settings
Source: Barclays Research, AlphaImpactRx Source: Barclays Research, AlphaImpactRx
57. December 1, 201557
CLL Market Shares (17p del+ / 1st Line)
Imbruvica has come to dominate treatment among patients who express the 17p deletion
Source: Barclays Research, AlphaImpactRx
58. December 1, 201558
CLL Market Shares 17p del+ (1st Line)
Imbruvica continues to own the 1st line therapy space for 17p del+ CLL and is now being
used in nearly 3 out of 4 patients
Source: Barclays Research, AlphaImpactRx
59. December 1, 201559
CLL Market Shares in 17p del+ Patients (2nd Line and 3rd Line+)
Imbruvica is likewise the market leader among previously treated patients who are 17d
del+, particularly in the 2nd line setting. Other treatment options saw a spike in October
Source: Barclays Research, AlphaImpactRx Source: Barclays Research, AlphaImpactRx
60. December 1, 201560
Analyst Certifications and Important Disclosures
Analyst(s) Certification(s):
I, Mark Purcell, hereby certify (1) that the views expressed in this research report accurately reflect my personal views about any or all of the subject securities or
issuers referred to in this research report and (2) no part of my compensation was, is or will be directly or indirectly related to the specific recommendations or
views expressed in this research report.
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The analysts responsible for preparing this research report have received compensation based upon various factors including the firm's total revenues, a portion
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61. December 1, 201561
Important Disclosures (continued)
Risk Disclosure(s)
Master limited partnerships (MLPs) are pass-through entities structured as publicly listed partnerships. For tax purposes, distributions to MLP unit holders may
be treated as a return of principal. Investors should consult their own tax advisors before investing in MLP units.
Mentioned Stocks (Ticker, Date, Price)
AbbVie Inc. (ABBV, 25-Nov-2015, USD 60.29), Overweight/Neutral, A/C/D/J/K/L/M/O
AstraZeneca (AZN.L, 26-Nov-2015, GBP 45.20), Underweight/Neutral, C/D/J/K/L/M/N
Bristol-Myers Squibb (BMY, 25-Nov-2015, USD 68.08), Equal Weight/Neutral, A/C/D/J/K/L/M/N
Johnson & Johnson (JNJ, 25-Nov-2015, USD 101.96), Equal Weight/Neutral, C/J/K/M/N
Merck & Co. (MRK, 25-Nov-2015, USD 53.72), Equal Weight/Neutral, C/D/J/K/L/M/N/O
Merck KGaA (MRCG.DE, 26-Nov-2015, EUR 96.46), Equal Weight/Neutral, A/D/E/J/K/L/M/N
Pfizer Inc. (PFE, 25-Nov-2015, USD 32.87), Equal Weight/Neutral, C/D/J/K/L/M/O
Roche (ROG.VX, 26-Nov-2015, CHF 274.00), Overweight/Neutral, A/D/E/J/K/L/M/N
Other Material Conflicts: Barclays Bank and or its affiliate is advising GeneWEAVE BioSciences Inc in relation to their potential acquisition by Roche (SIX:ROG.)
The ratings, price targets and estimates on Roche (SIX:ROG) do not incorporate this transaction.
62. December 1, 201562
Important Disclosures (continued)
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63. December 1, 201563
Important Disclosures (continued)
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64. December 1, 201564
Important Disclosures (continued)
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65. December 1, 201565
Disclaimer
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66. December 1, 201566
Disclaimer (continued)
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68. Our Agenda
68
• A snapshot of the current Oncology Promotional Landscape
• The I/O Battlefield
NSCLC
Melanoma
PD-L1 Testing
• Preparing for ASH and San Antonio Breast Cancer Conferences
Breast Cancer
CLL
• Q&A