Replies to post #203189 on Biotech Values

[dewophile]

Curious what makes you think Opdivo + Yervoy is a long shot, I thought the Phase 1 data from ASCO were extremely impressive?

The yervoy data as monotherapy are not particularly impressive, and my hunch is that a pd-1 plus chemo is likely to be better than pd-1 plus ctla4. the benefit of yervoy was mostly w chemo in the large ph 2, and BMY is not adding chemo to the combo (likely due to toxicity)
as for the combo data at asco i agree it was promising, but the numbers were pretty small. I also seem to recall that yervoy alone or w chemo did better in PD-1 negative (i could be remembering incorrectly couldn't easly find the data by googling), whereas in the ph 1 the combo only seemed to work in pd-1l expressors, so that jsut seemed peculiar