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Opdivo And Eliquis Carry Bristol’s Q1; Company Continues To Defend IO Strategy

Executive Summary

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.

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Also, Bristol has filed its Opdivo/Yervoy IO combination in Europe for first-line NSCLC, including squamous and non-squamous disease, based on CheckMate 227 data; some analysts expect FDA will accept the same dataset.

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