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Post# of 252504
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Alias Born 09/14/2009

Re: DewDiligence post# 206197

Saturday, 11/19/2016 10:56:45 AM

Saturday, November 19, 2016 10:56:45 AM

Post# of 252504
I agree. They all follow the same script, comparing a company with its peers
using average sell side analysts prospect for earnings, growth, etc.
Then it recommends to invest in an ETF for safety as an alternative

The reason Market Realist thinks stock ABC is better than its competition
is dubious.

For example in the case of BMY
Quote:
Opdivo doesn’t require PD-L1 testing
Keytruda’s trials were tightly focused and included a subset of the population with high levels of the biomarker, PD-L1 (programmed death-ligand 1). By contrast, Bristol’s multiple trials for Opdivo included a broader population base. Although it was riskier, the success across multiple trials has helped Opdivo pick up faster in sales.

Notably, during the first nine months of 2016, Keytruda generated $919 million for Merck while Opdivo added $2.5 billion to Bristol’s top line. Unlike Keytruda, Opdivo doesn’t require any biomarker testing and thus caters to a wider lung cancer population. This has given Opdivo an edge over Keytruda.

End quote

I thought this is the downside of BMY vs MRK lately as all comers from
BMY is not as good as MRK (>50% PD-L1) in lung cancer.

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