It’s Wednesday at the 2017 JP Morgan Healthcare Conference and the last full day of the meeting.
It’s also our last day for a rolling blog; we hope you’ve enjoyed our coverage and commentary this year.
If you want to catch up on what we’ve written about, do check out our posts form Day 1 (Link) and Day 2 of JPM17 (Link).
Yesterday also included some thoughts on the latest Merck pembrolizumab filing announcement in 1L NSCLC, which has certainly had a dramatic impact on the market, even for big pharma (MRK +$4.9B, BMY -$3.3B).
Companies we’ve covered so far include: Celgene, Incyte, Seattle Genetics, Clovis, Puma, BMS, Five Prime, Nektar, Juno and others.
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It’s Tuesday at the 2017 JP Morgan Healthcare conference in San Francisco.
Each day of #JPM17 we’re doing a rolling blog post which we’re updating throughout the day with commentary and insights on the company presentations we’re covering.
While we’re not giving a blow-by-blow account, many companies have the slides readily available, we will be commenting on noteworthy news, and what we learn about pharma/biotech corporate strategy going into 2017.
For those of you who like to catch up with the final summary of each day’s highlights, you can read our post around Day 1 here (Link).
Yesterday we also published a thought leader interview we did with Dr Stephan Grupp, Director of the Cancer Immunotherapy Program at CHOP about some of the latest CAR T cell data and emerging issues we heard at #ASH16 last month (Link). Do check it out!
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Like the Battle of Britain, the cancer immunotherapy landscape is a dynamic one where tactical decisions can make the difference between “winning” and “losing.”
As Bristol Myers recently found out in first-line NSCLC, if you choose the wrong trial design or adopt an overly-aggressive strategy, you can end up losing badly (see post: Detailed thoughts on BMS CheckMate 026 1L trial in NSCLC)
A recent trip to the operations bunker at former RAF Uxbridge, from where the fighters of 11 Group were directed, shows how close we came to losing the Battle of Britain. Had the German Luftwaffe continued to target RAF airfields instead of diverting their efforts on London, the outcome of the war is likely to have been quite different.
History provides a valuable lesson that strategy and tactics can and do matter; in R&D the targets you choose and how effectively you execute on a plan can make a big difference to outcome.
Pictured: the RAF 11 Group Operations plot as it looked on September 15, 1940.
In Part 2 of the BSB interview with PsiOxus Therapeutics CEO Dr John Beadle, we discuss corporate strategy, and some of the challenges faced by an emerging Biotech company, many of which are likely to be shared by other small companies in the field.
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It’s Day 3 of the JP Morgan Healthcare Conference in San Francisco, and we hope that you’re enjoying our commentary and analysis around some of the presentations & news each day. If you’re reading this and aren’t a subscriber already, then why not become one?
We’re not offering a substitute for watching a company presentation yourself, they’re freely available by webcast and several companies have also put up their presentations up on their websites, but in a world awash with information competing for time and attention, we hope we’ve teased out a few of the noteworthy points.
Yesterday, on the Day 2 post we commented on $AMGN, $RHBBY, $BMY, $SGMO, $IMGN and more.
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It’s Tuesday at the 2016 JP Morgan Healthcare conference in San Francisco (Twitter #JPM16).
Each day of #JPM16 we’re doing a rolling blog post which we’re updating throughout the day with commentary and insights on the company presentations we’re covering.
While we’re not giving a blow-by-blow account, many companies have the slides readily available, we will be commenting on noteworthy news, and what we learn about corporate strategy going into 2016.
For those of you who like to catch up with the final summary of each day’s highlights, you can read yesterday’s Day 1 synopsis here and our interview with Seattle Genetics CEO, Clay Siegall here.
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