Bris­tol-My­ers clears an­oth­er hur­dle in Mer­ck lung can­cer show­down — but big chal­lenges re­main

Bris­tol-My­ers Squibb $BMY has had an aw­ful­ly hard time get­ting an­a­lysts to like the promis­ing da­ta they’ve pub­lished on their Op­di­vo/Yer­voy com­bo for front­line lung can­cer. In the face of Mer­ck’s $MRK dom­i­nance in this crit­i­cal area with their Keytru­da/chemo com­bo, ri­val Bris­tol-My­ers failed to ig­nite much ex­cite­ment with Check­mate-227 and a tar­get con­cen­trat­ing on pa­tients with a high tu­mor mu­ta­tion bur­den.

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