Bristol's Strong SITC: IDO, 1L Kidney Cancer And New Mechanism Data Bode Well
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.
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The recently launched Opdivo/Yervoy combination already has a leading position in first-line kidney cancer in the US – with a 30% share of new patients – but has been rejected in Europe.
Novel oral anticoagulant Eliquis (apixaban) brought in $1.5bn in the first quarter and is set to overtake warfarin later this year. But Bristol remains on the defense on IO after a disappointing AACR.
All eyes are on Shire in its first quarter of reporting separate figures for its neuroscience division as Takeda ramps up the takeover pressure, while BMS, AbbVie, Sanofi, and Allergan primes pipeline for revenue growth.