Biotech Values

[dewophile]

Opdivo also remains the leading I-O drug in melanoma and RCC

Yervoy serves as an interesting gauge for BMY penetration in RCC and melanoma. My hunch based on the growth of yervoy (after some decline) is that combination therapy in melanoma - which is not SOC - is gaining traction simply based on more comfort with the opdivo and yervoy launch in RCC (especially given the much lower dosing used in renal)

there is also a mention of neoantigens FWIW - the transcript converted neoantigen in the audio to new antigens

https://finance.yahoo.com/news/edited-transcript-bmy-earnings-conference-220032826.html

TMB can be a surrogate marker for increased number of new antigens [neoantigens] or possibly increased specific new antigens [neoantigens] that could be driving the immune response