No­var­tis CEO Vas Narasimhan is rais­ing the bar on sec­ond-gen can­cer drug stud­ies

No­var­tis $NVS has been no­tice­ably ab­sent from the cen­ter ring of PD-1/L1 re­search, qui­et­ly ad­vanc­ing its own check­point as an in-house as­set to match up with a grow­ing pipeline of can­cer ther­a­pies. But that doesn’t mean that new­ly pro­mot­ed CEO Vas Narasimhan hasn’t been think­ing a lot about the phar­ma gi­ant’s de­vel­op­ment strat­e­gy or what it has to do to po­si­tion it­self as the in­dus­try faces read­outs on a tsuna­mi of more than 1,000 com­bi­na­tion stud­ies now in the clin­ic.

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