>> For BMY, there's a cannibalization risk with respect to the Opdivo + Yervoy program in high-TMB NSCLC.
If that were BMY’s concern, wouldn’t same apply to 1L melanoma and RCC too? They are moving to ph3 in both indications. So that can’t be the reason.
I think in NSCLC, they look at their data, haven’t found path forward yet which is why BMY have not committed to ph3 yet. In 1L NSCLC, pretty soon they’ll have tough time to enroll any patients into a chemo doublets arm, at least in US. What are they going to compare to? Keytruda plus chemo doublet would be tough hurdle for any other combo to climb. As crazy as BMY had been in NSCLC trial design especially CheckMate-227, I don’t think they’d be crazy enough to try to run Opdivo directly against Keytruda in any way/trial anytime soon.
