Merck Defends Its Offensive Strategy For Keytruda
Executive Summary
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.
You may also be interested in...
Under Fire, Bristol Plans To Pick Up The IO Pieces
Facing analysts jittery about the prospects for Opdivo/Yervoy in first-line lung cancer, Bristol boasts breadth of Phase III lung program, including IO/chemo studies, and variety of tumor types targeted.
Opdivo's Failure In First-Line Lung Cancer Prompts Rethink On Trial Endpoints
Merck's Keytruda gains huge advantage in first-line lung cancer as Bristol's stumble in patients with lower expression of PD-L-1 biomarker raises questions about cut-off levels in trials.
Does CheckMate 026 Take Bristol Out Of The End Game?
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.