ASCO 2015: Abstract Thoughts On Cancer And Competition

With the start of the American Society of Clinical Oncology meeting, all eyes in the biopharma investor community are on Chicago. Social media is alive with #ASCO15 tweets and companies big and small are firing out press releases. Signal from noise will be hard to discern over the next few days.

While it’s hard to know if there will be any positive or negative surprises this year, at least until the weekend is over, a quick “Friday fun” data analysis of the nearly 5000 abstracts reveals the rather narrow focus of the community’s attention (though I’m likely contributing more to noise than signal).

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