Biotech Values

[DewDiligence]

Re: BMY /CHECKMATE-227

I presume they are saving data such as HR for presentation/publication…

Yes, for the Opdivo/Yervoy-vs-chemo results in patients with PD-L1>=1% (Part 1a of CHEXKMATE-227).

For the Opdivo/chemo-vs-chemo results (Part 2 of CHECKMATE-227), BMY disclosed the OS HR (and other data) in a separate PR (#msg-150118788).

…so the only real question is what proportion of 1L [NSCLC] patients decline or are intolerant to chemo? That's your BMY patient population, period.

Agreed. And even for those patients, some of the ones with PD-L1>=50% may opt for Keytruda monotherapy rather than Opdivo + (low-dose) Yervoy.