gy space given its aggressive clinical development approach to pembro with compelling data seen thus far in melanoma (Yervoy-naive and refractory), NSCLC (I st-line and pre-treated), and head and neck cancer. Further, we expect pembro to be the first PD-1 to launch (post- Yervoy melanoma, admittedly s

Rich Kahne< Reply-To: "Ens, Amanda" < BMY in a BIG surprise announced that CheckMate-026 FAILED to hit the primary PFS endpoint in 1L lung cancer (NSCLC) (link to press release). There was NO expectation that this would happen following MRK's successful results from KeyNote-024 which met both PFS &

anchise will likely feel pressure from the positive EMPA-REG OUTCOME data but we expect MRK to get a boost from FDA approval of Keytruda in 2nd line NSCLC soon (FDA action date Oct 2) and its HCV doublet grazoprevir/elbasvir by early next year (FDA action date Jan 28). TheStreet Rating: Buy, B+ TheSt

e PD-L1+ non-sq patients. For, BMY, today's Keytruda label further reinforces our view that Opdivo will maintain a clear leadership position in the NSCLC marketplace. Overall, we continue to see Merck as a competitive I/O player with a lead in multiple tumors with large unmet need such as HNSCC and c