Avid Bioservices Inc (CDMO)

[Protector]

jakeDM, and it isn't going to get better!

But Opdivo is once again hot on its heels, and is expected to release its own data later this year on its first-line approach. Given its much larger market share and apparent better efficacy across licenses, should BMS also post positive data this could cancel out the positive vibes currently coming from Merck.

Those two will fight for every bit of market share. And the more their results are comparable to more they need differentiators and then one of both (even incl. AZ and Roche in that club for now) will at a certain moment do what it takes to beat the other.

They might have a common goal of making sure Chemo combo's don't come on the market, however behind that they are deathly competitors for this new emerging Immuno-Oncology market.