What now for low-cost PD-(L)1 competition?

A 14-1 vote against the Innovent/Lilly drug and in favour of additional trial(s) virtually assured its rejection by the FDA. The bigger question for investors and for healthcare systems is whether this also scuppers the chances of other PD-(L)1 newcomers seeking to undercut the current US incumbents and bring about price competition at last.

As well as identifying the key upcoming catalysts facing immuno-oncology players in the US, EU, China and Japan, the report surveys the past three months’ clinical trial development. These include an important success for Astrazeneca’s tremelimumab, and the fast-changing landscape in adjuvant and neoadjuvant treatment of lung cancer.