Check­Mate-227: Bris­tol-My­ers Squibb has a MYS­TIC-sized prob­lem on its hands

No­body knows how to put a top ex­ec on the spot quite like Gold­man Sach’s Ja­mi Ru­bin.

The high-pro­file an­a­lyst has a well-earned rep for go­ing straight for the jugu­lar, and that was on full dis­play Thurs­day night as she went at Bris­tol-My­ers Squibb’s lat­est po­ten­tial Achilles heel in im­muno-on­col­o­gy: Its Check­Mate 227 tri­al that in­cludes a matchup of Op­di­vo and the CT­LA-4 drug Yer­voy in front-line lung can­cer.

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