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Re: dewophile post# 208294

Monday, 01/23/2017 4:17:56 PM

Monday, January 23, 2017 4:17:56 PM

Post# of 251273
Agreed likely no need to divest PD-L1 from PFE. Both NVS and AZN have PD-1 and PD-L1 combination trials ongoing. Buying BMY from here would be a much better deal than PFE ill advised plans of buying AGN and AZN which I was completely against. It would be a good deal for GILD to buy BMY now instead of in 2015 when many analysts thought GILD should.

Again people write end chapter on IO landscape too quickly. Not too long ago, less than one year actually, almost everyone put BMY as the winner over MRK by not using PD-L1 biomarker or using lower PD-L1 biomarker cutoff. I used every opportunity on Twitter to counter that argument but to deaf ears - I suppose it is easier to go with winner of the day for most people - now it is the other way around that warrants caution and counter argument.

Then:




Now:





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