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I am an MD by background who runs a healthcare hedge fund. I worked as a sell-side medical analyst for 20 years, covering pharmaceuticals, medical devices, PBMs and drug distributors.
  • ASCO Meeting 0 comments
    May 29, 2014 3:04 PM | about stocks: MRK

    The ASCO meeting is about to get underway, with abstracts having been dissected and the plenary session awaited. Clearly, the hottest topic this year, and for the foreseeable future, is cancer immunotherapy. I am looking forward to Merck's data, as I perceive it to be the leader in this field. Otherwise, I do not expect a significant amount of stock reaction due to conference presentations. I believe that we are in the "second inning" of immunotherapy, and that it will greatly advance treatment for many cancers (high mutations, viral origin) as part of combination regimens over the next 10 years. Furthermore, approaches such as adoptive transfer of lymphocytes are also being investigated. Over time, great strides will be made, and by 2030 we shall marvel at the new paradigms.


    Disclosure: I am long MRK.

    Themes: Oncology Stocks: MRK
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