Bristol Should Have Opdivo First-Line Lung Cancer Data In Weeks
With Opdivo sales up to $840m in the second quarter, Bristol execs once again make the case for trial strategy in the all-important first-line lung cancer indication and say they look forward to the CheckMate 026 data “in weeks not months.”
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If as is expected the EU Commission rubber-stamps CHMP approval for BMS' Opdivo in classical Hodgkin lymphoma, it will be the first PD-1 inhibitor approved to treat a hematologic malignancy in the EU.
Failure of Bristol's Opdivo in patients with lower expression of PD-L-1 biomarker gives Merck's Keytruda a huge advantage in first-line lung cancer, and leaves market-leading Bristol to wait for combination data.
Merck reports $314m for PD-1 inhibitor Keytruda in second quarter, mostly from melanoma indication, leaving it far behind Bristol's Opdivo. Pressed about its competitive strategy, company execs touted first-to-market advantage in first-line lung cancer and a "wall of data" that will protect in the future.