Replies to post #212221 on Biotech Values

[DewDiligence]

BMY/Barron’s addendum:

https://twitter.com/DewDiligence/status/881244921222631429

[DewDiligence]

Opdivo monotherapy superior to Yervoy monotherapy in Stage-III/IV resected melanoma:

https://finance.yahoo.com/news/phase-3-study-evaluating-safety-101500049.html

There’s no direct commercial benefit for BMY in these results, as far as I can tell. The combination of Opdivo + Yervoy was not tested in this trial.