Biotech Values

[JohnWayne]

BMY -- the prevalence at the same absolute cut-off isn't the same between BMY and MRK assays, so even if BMY is positive at a lower cut-off than 50%, it's unclear how much more of the 1L NSCLC population BMY will be able to target. And just because BMY enrolled at the >=1% cut-off does not necessarily mean that they'll be positive at that cut-off...