Keytruda and Optivo have around $500M in sales in 2015. Add Xalkori for $500M, that $1B. Pfizer sees Xalkori at $1B in 2020. This analyst saw $8.8B in 2018.
He likely added EGFR to the mix. '113 is useless against EGFR, although Ariad had touted it as effective early on.
We'll be 3rd or 4th to the party, including againg a PD-1 competitor.
'113 should generate healthy sales, but this article is misleading as to the market/dynamics.