Replies to post #219447 on Biotech Values

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I don’t think they can run Opdivo+214+Chemo vs chemo alone, at least have to be Opdivo+214+Chemo vs Opdivo+chemo vs chemo. Again, they are not going to start ph3 until next year at the earliest since they don’t have any data in combination with chemo, going to be tough to enroll patients with chemo only arm. Plus, if Opdivo is similar to Keytruda as BMY thinks, they should know chance of Opdivo+214+Chemo beat Opdivo+chemo is very small based on data presented so far. Look at OS HR of Keytruda+chemo vs chemo in various PD-L1 status, really almost a Hail Mary. Plus it counters to BMY’s push of chemo free regimen in NSCLC.