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Latest From Emily Hayes
Gilead's Biktarvy (B/F/TAF) single tablet is poised to become a huge success, surpassing competitors in the HIV market by far, but the GlaxoSmithKline-backed ViiV Healthcare looks better positioned in the long run.
Bristol's stock price dipped after the AACR meeting, where pivotal lung cancer data for Opdivo/Yervoy disappointed relative to Merck's Keytruda/chemo combo, but Bristol still has many immuno-oncology irons in the fire in other indications and expressed confidence in its strategy.
Merck came out ahead in the immuno-oncology combination showdown at AACR, with a strong overall survival benefit for Keytruda/chemo in the Phase III KEYNOTE-189 study in first-line NSCLC. The data were seen as practice-changing, but Bristol's CheckMate-227 trial of Opdivo/Yervoy failed to impress in the same way.
Data showing overall survival benefit for Keytruda in patients with at least 1% PD-L1 expression ups the ante for competitors Bristol and Roche, which will be presenting data for combinations in lung cancer at the American Association of Clinical Research meeting in April.
Following failure of Incyte/Merck's epacadostat/Keytruda study, NewLink Genetics says it is reviewing its IDO clinical programs.