Replies to post #212378 on Biotech Values

[biomaven0]

I'd also add that the timing of Soriot leaving doesn't necessarily signal bad news for MYSTIC. By the time he actually exits he'd still reap the benefit (or penalty) from the trial results. And arguably this negotiation must have started well before they had results.

[DewDiligence]

I would say BMY investors are probably overvaluing the importance of Yervoy/CTLA-4 to BMY's future in NSCLC and in I-O generally.