Exelixis CEO Michael Morrissey (file photo)

#ES­MO20: Look out Mer­ck. Bris­tol My­ers and Ex­elix­is stake out their com­bo’s claim to best-in-class sta­tus for front­line kid­ney can­cer

Now that the PD-(L)1 check­points are deeply en­trenched in the on­col­o­gy mar­ket, it’s time to wel­come a wave of com­bi­na­tion ther­a­pies — be­yond chemo — look­ing to ex­tend their ben­e­fit to larg­er num­bers of pa­tients. Bris­tol My­ers Squibb ($BMY} and Ex­elix­is {EX­EL} are close to the front of that line.

To­day at ES­MO the col­lab­o­ra­tors pulled the cur­tain back on some stel­lar da­ta for their com­bi­na­tion of Op­di­vo (the PD-1) and Cabome­tyx (the TKI), mark­ing a sig­nif­i­cant ad­vance for the block­buster Bris­tol My­ers fran­chise while of­fer­ing a big leg up for the team at Ex­elix­is.

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