Edison healthcare quarterly: Immuno-oncology 2: The combos come

Immuno-oncology – which groups immune checkpoint blockers with immunotherapies and cancer vaccines – is undoubtedly becoming the highest-profile area of drug development from the investor’s point of view. This has been driven by the remarkable data seen in early clinical studies of the anti-PD-1/PDL-1 agents that has marked out this drug class as the potential future cornerstone of therapy for many solid tumours. Checkpoint inhibitors have eclipsed cancer vaccines, but we consider there could be merit if the two approaches are combined. 2014 should see a number of key study readouts of anti-PD-1 agents, as well as the start of new studies that look set to define the emerging competitive landscape. In this report, we update our recent overview.

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