Ayala Pharmaceuticals Inc (ADXS)

[mypekeispooped]

Interesting find from another board. Here's the parts on H&N and colorectal cancers.

Pfizer has broken ground in head and neck (H&N), colorectal and breast cancers. Its Bavencio drug is now being investigated in all major solid tumors, such as those from Bristol-Myers Squibb and Merck. This contrasts with Roche's Tecentriq, which is still absent from H&N and gastrointestinal (GI) cancers. Roche has expanded its patient enrollment in ovarian cancer with two new Phase III trials, taking over Pfizer's lead. Similarly, Bristol-Myers has increased its presence in GI cancer with late-stage trials.
AstraZeneca is still waiting for the first durvalumab approval in bladder cancer, despite entering the immuno-oncology race much earlier than Pfizer. Although it has trials in all major tumor types, its share of patient enrollment is relatively small in all tumor types except lung and H&N.


Bristol-Myers Squibb and Merck & Co. lead IO with the most approved indications for their PD-1 drugs Opdivo and Keytruda. Merck has the most regulatory catalysts, but the focus remains firmly on the FDA's decision for first-line lung cancer. While lung and bladder cancers are highly competitive, gastric, breast and ovarian are still largely up for grabs. Merck and Bristol-Myers are vying for the first colorectal cancer FDA nod, but Keytruda's colorectal label will be broader than Opdivo's if both are approved.