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'Total Disaster' In First-Line Lung Cancer For BMS's Opdivo

Executive Summary

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.

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