Replies to post #241737 on Biotech Values

[DewDiligence]

Addendum—BMY has projected $4B+ peak sales of Opdualag by 2029.

FDA label:
https://t.co/R7v5xodScz

[DewDiligence]

MRK—Synopsis of (anti-LAG-3) favezelimab data from ASCO abstract:

https://www.biopharmadive.com/news/asco-merck-favezelimab-lag3-hodgkin-trial/624457/

Favezelimab might eventually compete with BMY’s Opdualag (#msg-168259768), but it has a long way to go.

Please see #msg-168259803 and https://twitter.com/DewDiligence/status/1395141087413538822 for related info.

[DewDiligence]

EXEL testing XL092 with BMY’s Opdulag in solid tumors:

https://www.businesswire.com/news/home/20220929005808/en

BMY will furnish free drug for use in the trial, but there are no other financial commitments.

[DewDiligence]

BMY will not launch Opdualag in Germany due to pricing constraints on FDC (combination) drugs:

https://endpts.com/bristol-myers-axes-german-launch-of-new-cancer-drug-citing-pricing-hurdles/