Merck cautiously steps into the PD-(L)1/CTLA-4 checkpoint fray. But should it ‘go big or go home’ instead?
Merck’s strategy on developing its PD-1 checkpoint drug Keytruda could be summarized as: If we have any kind of a shot at a legitimate target, we’re going to take it. Then we’ll start a combo trial ASAP.
Now it’s moved into an early-stage study in what is looming as the next big challenge that will either distinguish the leaders or set up the next great pitfall: A PD-(L)1/CTLA-4 combo.
The thinking behind this, outlined in a note from Bernstein’s Tim Anderson, helps illustrate just how intensely competitive this game of blockbusters has become, pitting Merck $MRK against Bristol-Myers Squibb $BMY (again) and a very ambitious group at AstraZeneca $AZN that has been making some closely-watched inroads in the field this year.
Unlock this article instantly by becoming a free subscriber.
You’ll get access to free articles each month, plus you can customize what newsletters get delivered to your inbox each week, including breaking news.
