Ipsen: Bavencio/Inlyta meets primary endpoint in 1L RCC: how relevant is it to Cabometyx?
Ipsen: (BUY, Fair Value EUR164 (+8%))Bavencio/Inlyta meets primary endpoint in 1L RCC: how relevant is it to Cabometyx?
Yesterday JAVELIN Renal 101 phase III trial delivered positive headline data in 1L RCC i.e. improvement in PFS over sunitinib in all-comers. No other PD1/PDL1-based combination delivered this before. It confirms this type of combinations should become SoC in 1L RCC. Ipsen agrees with the statement. It is CHECKMATE-9ER which will tell if it can compete while Cabo mono targets 2L RCC first.
Ipsen is global biotechnology specialty care company. Co. engages in research, development, manufacture and sale of pharmaceutical products for human healthcare. Co.'s product portfolio includes pharmaceutical products marketed around the world to specialists working in its targeted therapeutic areas (oncology, endocrinology, neurology and haematology). These products are specialist care drugs. Co. also markets products in other therapeutic areas including gastroenterology, cardiovascular and cognitive disorders. These products are primary care drugs. Co.'s brand names include Decapeptyl®, Somatuline®, Dysport®, Nutropin Aq®, Smecta®, Forlax®, Nisis®,Adrovance®, Exforge® and Adenuric®.
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