Biotech Values

[poorgradstudent]

INCY / MRK / BMY:

INCY—Feuerstein should credit ‘poorgradstudent’ (@Ogut_Ozgur) for noticing the selective withholding of data from the trial in question.

Selectively withholding data is generally a bad sign (#msg-33973103, bottom).

Those darn bloggers.

Agree that withholding data is a red flag. But it's a weird one in this case because MRK seems to have gone along with it. And from the abstracts it appears BMY is not going to release NSCLC data for their nivo + epac combo; we'll see if they change their approach at the oral presentation.

I speculated on this at the time of abstract release, but I wonder if there is a competitive reason for the secrecy? NSCLC is a prized indication, and BMY is on the back foot a bit... I wonder if they decided to start keeping their next NSCLC move as quiet as possible, and MRK are reacting?

But the "horses, not zebras" suggestion would be that BMY isn't impressed by the NSCLC data, and INCY / MRK doing what they can to prop up their early numbers.