Drug Development

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.”

Roche will be up soon with the first sales of its newly approved PD-L1 drug Tecentriq, with AstraZeneca and Pfizer looking for near-term entries.

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