Replies to post #207853 on Biotech Values

[DewDiligence]

Will be interesting to see if/how the rest of the class will be able to make up for the timing disadvantage in terms of differentiation, either based on data or marketing activities.

In due course, the differentiation will be based on data, IMO. So many regimens are being tested in first-line NSCLC that some of them are bound to perform well enough (relative to Keytruda + chemo) to take significant market share.