Bris­tol-My­ers takes a com­mand­ing lead over Mer­ck in the first stretch of a block­buster race

Brad Lon­car spe­cial­izes in in­vest­ing in im­muno-on­col­o­gy re­lat­ed com­pa­nies, and he’s been close­ly track­ing the progress of the two big check­point drugs on the mar­ket from Bris­tol-My­ers Squibb (Op­di­vo) and Mer­ck (Keytru­da).

Here’s his lat­est chart on how they’re do­ing in the mar­ket. “Both Op­di­vo and Keytru­da are hav­ing great launch­es,” Lon­car notes, “though Op­di­vo is clear­ly the win­ner by a wide mar­gin be­cause it does not re­quire pri­or bio­mark­er test­ing.”

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