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.
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Merck came out ahead in the immuno-oncology combination showdown at AACR, with a strong overall survival benefit for Keytruda/chemo in the Phase III KEYNOTE-189 study in first-line NSCLC. The data were seen as practice-changing, but Bristol's CheckMate-227 trial of Opdivo/Yervoy failed to impress in the same way.
J.P. Morgan Notebook Day 2: Bristol Humbled By Competition, Sanofi’s Sarilumab Ready For Review, Justifying Spinraza’s Price And More
Daily round-up of news and notes from the 2017 J.P. Morgan Healthcare conference in San Francisco. Bristol-Myers CEO humbled by PD-1 competition in lung cancer; Sanofi’s sarilumab manufacturing issues resolved; Biogen, Ionis discuss SMA drug’s high cost; Shire happy with Xiidra launch to date; Sarepta says more than 250 patients have started Exondys treatment; J&J’s Gorsky on innovation and pricing; and Amicus reveals US approval strategy for migalastat.
Merck’s strong Phase II data testing Keytruda with chemotherapy in first-line lung cancer may put pressure on future IO/IO combinations when it comes to toxicity, efficacy and – importantly – cost.