Replies to post #222319 on Biotech Values

[DewDiligence]

(BMY)—Roche withdraws EMA application for Tecentriq/Avastin in first-line RCC:

https://t.co/w0eBasayTD

Combined with the CHMP reversal on Opdivo/Yervoy announced yesterday (#msg-144920478), today’s news strengthens BMY position in first-line RCC.

[DewDiligence]

MRK reports blowout results for Keytruda/Inlyta in 1L-RCC:

https://www.businesswire.com/news/home/20190211005764/en/Merck-Highlights-Breadth-Immuno-Oncology-Research-Program-Genitourinary

http://www.evaluate.com/vantage/articles/news/trial-results/asco-gu-bristols-renal-cancer-lead-looks-be-short-lived

$MRK keenly-awaited Ph3 Keynote-426 data in 1L RCC out for ASCO #GU19 https://t.co/VkHN0PDmPr

OS HR=0.53 in overall population!

Very strong efficacy and safety profile vs $BMY Checkmate-214 or $PFE Javelin Renal 101 pic.twitter.com/bi4G10johw

— Andy Biotech (@AndyBiotech) February 11, 2019