Bristol Still Rules Immuno-Oncology, But For How Long?
At $920m, sales for Opdivo still overshadow competitors, but market dynamics are set to change with introduction of Merck's Keytruda in first-line lung cancer and Roche's Tecentriq in second-line lung.
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Bristol-Myers Squibb's decision not to seek accelerated FDA approval for its Opdivo/Yervoy combo in early lung cancer shocked investors - but analysts still expect a filing to come, albeit later than first thought.
The FDA has accepted for review AstraZeneca’s anti-PD-L1 product durvalumab in bladder cancer and granted it a priority review, setting the stage for its market debut in the second quarter of 2017. But as the fifth PD1/L1 targeting product to market it will need to attract attention to itself.
Execs speculated during third-quarter earnings calls about the impact of FDA approval for Merck's Keytruda in first-line lung cancer and looked forward to readouts of combination studies, which could soon bring another market shake-up.