Replies to post #221637 on Biotech Values

[dewophile]

Opdivo also remains the leading I-O drug in melanoma and RCC

Yervoy serves as an interesting gauge for BMY penetration in RCC and melanoma. My hunch based on the growth of yervoy (after some decline) is that combination therapy in melanoma - which is not SOC - is gaining traction simply based on more comfort with the opdivo and yervoy launch in RCC (especially given the much lower dosing used in renal)

there is also a mention of neoantigens FWIW - the transcript converted neoantigen in the audio to new antigens

https://finance.yahoo.com/news/edited-transcript-bmy-earnings-conference-220032826.html

TMB can be a surrogate marker for increased number of new antigens [neoantigens] or possibly increased specific new antigens [neoantigens] that could be driving the immune response

[jq1234]

From BMY 3Q earning:

So in the U.S., lung is about 35% of our business for Opdivo, renal is roughly around 20% and then 30% of that is going to be in melanoma and then the remainder will be spread across other tumors. Ex-U.S., you will see a difference based mainly on a different set of indications that you have ex-U.S. versus in the U.S. So, outside of the U.S., lung is a larger percentage, it's about 60% outside of the U.S., renal is around 20% and then we've got 20% in melanoma.

The 35% in US and 60% ex-US of total from lung will come down significantly in the coming years!