ESMO Preview: Opdivo Under Pressure
All eyes will be on beleaguered Opdivo at ESMO 2016 as BMS's leading checkpoint inhibitor comes under scrutiny in the NSCLC and renal cell cancer space. Details of Merck & Co's KEYNOTE-024 trial, Roche's Tecentriq in lung cancer and Exelixis' cabozantinib in kidney cancer could impact on how Opdivo's prospects are viewed.
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Johnson & Johnson and Roche launched the big pharma quarterly reporting season. Next up are Novartis, Lilly, Merck, Bayer, GSK, Bristol-Myers Squibb, Amgen and Sanofi. Scrip offers some key points to watch for.
Things couldn't have gone any worse for Bristol-Myers Squibb's Opdivo in the CheckMate 026 lung cancer data presented at ESMO. Without even a trend towards efficacy in patients with high levels of PD-L1 expression, imminent erosion of market share by Merck's Keytruda seems inevitable.
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.