Replies to post #219779 on Biotech Values

[dewophile]

I wonder how much halo effect keytruda will have from lung to other indications
opdivo data seem at least as good as keytruda in melanoma IMO
BMY has their nivo/ipi combination in adjuvant setting now fully enrolled which could provide an edge if successful

[DewDiligence]

FDA approves Keytruda monotherapy in adjuvant melanoma with lymph-node involvement:

https://www.businesswire.com/news/home/20190219005210/en/FDA-Approves-Merck%E2%80%99s-KEYTRUDA%C2%AE-pembrolizumab-Adjuvant-Treatment

This is a setting where PD-L1 status apparently doesn't matter much.