No Clear Winner in BMS, Exelixis/Ipsen First-line Renal Cancer Race
While the CheckMate-214 data on the Opdivo/Yervoy combo made the headlines at ESMO, a closer look at the results show there is plenty of room for Cabometyx to have sizeable market share.
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Results from a number of Phase III studies in non-small cell lung cancer for major immuno-oncology players are coming soon, with potential to change the market dynamics.
In the CheckMate 214 study in first-line renal cell carcinoma, Bristol's Opdivo/Yervoy combo beat Pfizer's Sutent on overall survival endpoint regardless of PD-L1 expression, supporting a bid for expanded labeling.
The use of the emerging tumor mutation burden biomarker and its relevance to the outcome of the CheckMate 227 study of Opdivo/Yervoy in first-line lung cancer was a hot topic during Bristol's Q3 earnings call, but questions remain.