Opdivo and bavi need each other.
That will be true of all the PD-L1 IO's
So does the FDA and patients in need.
Bavi's ability to increase OR is a huge win /win for everyone.
If Opdivo and Bavi were approved Opdivo sales would triple.
The first combo to be approved will have a head start gaining market share.
The high profile Opdivo (heavily advertised) does not reflect a drug that only works in 20%OR and serious side effects is not exactly the holy grail. The FDA has hung their hat hear and Bavi would prove how right they were.
The over all excitement is justified this is a first generation product they will achieve huge advancements
with time.
Bavi is the closest to giving them that boost now, increasing OR from 20% to 50% or 60% and the K Curve maybe greater together than either alone, which is already impressive in current responders.
There are other combinations being explored by all the BP's.
This 3 year delay gave time for BP's to play catch up, and they would love to shut us out.
It will be particularly hard for BP's because of Bavi's safety profile, and , right now we are still in the best shape for first approval as a combination therapy.
We own PS which is getting tonnes of press. We own AVID which is setting up for major growth.
I hope CJ can defend our IP.
So far we are exceedingly poor when litigation is involved.
Were going to be very happy or a kick in the gut depending on results of SUNRISE.
Unless the FDA is in love with something they see in the Combo trials.
Our platform is growing no longer a one shot pony.
The dye will be cast by this time next year. One way or the other.
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