Bristol’s Checkmate-331 Failure Not Likely To Endanger SCLC Labeling For Opdivo
Opdivo failed to meet an overall survival endpoint in a Phase III confirmatory study in small-cell lung cancer. But several analysts think Bristol will keep the SCLC labeling obtained in August due to lack of treatment options for these patients.
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BMS's Phase III Checkmate-451 combo trial with Opdivo and Yervoy misses its endpoint for small cell lung cancer in overall survival, building on recent disappointment caused by the failure of Checkmate-331.
With Merck and Bristol-Myers Squibb at the head of the immuno-oncology class – and jockeying for the lead – the two companies are reporting third quarter earnings in back-to-back calls on Oct. 25. Oncology has become dominant for both businesses, and analysts are keen for nuances to help differentiate the growth potential for the two firms.