You made sweeping statements out there with many items mixed together. You can say for sure BMY Nivolumab program is well ahead of MRK lambrolizumab, thus more durability data etc. However, to compare data objectively which means you don't set on one belief you won't change no matter what, you have to compare data at similar stage. To me, in melanoma, lambrolizumab data are somewhat better than Nivolumab single agent, comparable to Nivolumab + ipilumumab at similar stage - both results are published in NEJM today.
As of PD1/PDL1 making many agents irrelevant, it is too early to say that with your certainty. It will change in melanoma dramatically, no question about that, but in other solid tumors, it is much less clear. Even in melanoma, question remains whether sequencing or in combination with PD1/PDL1 after target drug like Zelboraf which shrinks tumor quickly would produce even more dramatic long term response. People have short memory, I had heard chemo irrelevant in oncology for a long time, but unfortunately it is still main stay of cancer treatment today. Cancer especially solid tumor is complicated, multiple approach will be here to stay for a long time.
