NICE Move On Cabometyx Gives BMS Longer To Make Opdivo Case In Second Line RCC
A NICE knock-back for Ipsen's Cabometyx in renal cell carcinoma (RCC) means less pressure on BMS's embattled Opdivo, but not for long if Ipsen is willing to compromise on price, warn analysts.
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Latecomer Tecentriq from Roche has been making solid in roads in the lung cancer space, where it has been scrapping it out with Bristol-Myers Squibb's Opdivo and Merck & Co's Keytruda. However, early data with Tecentriq in the renal cell carcinoma (RCC) space are less than impressive. The news will be welcomed by BMS, which has Opdivo approved in advanced RCC.
Bristol-Myers Squibb's Opdivo looks set to blow rivals out the water in renal cell carcinoma as NICE U-turns on negative recommendation, just weeks after the company revealed the full extent of the drug’s disappointment in first-line lung cancer.
Exelixis’s plan to file an sNDA, based on positive results in the Phase II CABOSUN study, could support an early approval for cabozantinib in first-line kidney cancer, spuring more change in the crowded kidney cancer market