Tuesday, 17 July 2018 - 6:52
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Opdivo

A puzzling Bristol-Myers Squibb

US-based Bristol-Myers Squibb on Thursday reported its first-quarter results, which have raised uncertainty about the company’s actual potential. BMS generated sales of $5.19bn, that is a +5% increase over Q1 2017, below the $5.22bn expected by analysts. Revenues from Opdivo,…

Why Merck & Co. makes serious bet on Keytruda

The US-based group Merck & Co. is largely focusing on its blockbuster Keytruda, an immunotherapy launched in Q4 2014 that has delivered approximately $5bn revenues since then, $3.8bn of which in 2017, that is as much as 9% of the…

Rude awakening for immunotherapy sector

Last Friday’s news about the failed Phase III clinical trial with immunotherapy Keytruda in combination with Incyte’s cancer therapy epacadostat not only has wiped $4m from the US biotech’s capitalization over few hours, but has also risen much concern among…

The immunotherapy market

The Financial Times has published  today a very short review about the immunotherapy market. This business is currently dominated by Merck & Co and Bristol-Myers Squibb with blockbusters Keytruda and Opdivo, however these are already facing competition from Roche, Pfizer…

Pharma sector dynamics and Roche’s strategy

The pharmaceutical market maintains its consolidation trend, as confirmed by recent figures from Evaluate Pharma. The global drug market was worth $770bn in 2016 and as much as 20% of this value was generated by the top 4 of the…

Positive times for Bristol-Myers Squibb

Bristol-Myers Squibb is experiencing an extremely positive phase, and investors share this view: indeed, BMS’ shares have risen over 17% in the last three months and capitalization is now $106bn, with a P/E ratio of 23. Most of the credit…

New strategic move by BMS: collaboration with Infinity Pharmaceuticals expanded

Bristol-Myers Squibb and Cambridge, US-based biotech company Infinity Pharmaceuticals announced they have expanded the cooperation agreement aimed at evaluating Infinity’s IPI-549 in combination with Opdivo (nivolumab) to include patients with triple negative breast cancer (TNBC). TNBC has shown resistance to…

Research on new cancer therapies: state of the art

The Economist has chosen the state of the art of cancer therapies as the latest Technology Quarterly’s topic. Cancer kills 8.8m people each year and affects at least one on three people in western countries. Although this death rate is…

Immunotherapy takes risky gamble

Many analysts believe there is excessive enthusiasm in the pharmaceutical market about immunotherapies for cancer. Merck & Co. and Bristol-Myers Squibb lead the industry until now, with their respective immunotherapies Keytruda and Opdivo, both “checkpoint inhibitors”, generating together over $4bn…

BMS, Novartis strike partnership to assess Opdivo-Mekinist combination

Novartis and Bristol-Myers Squibb announced a collaboration to assess the safety, tolerability, and efficacy of Mekinist (trametinib) in combination with Opdivo (nivolumab) and Opdivo plus Yervoy (ipilimumab) as a potential treatment option for metastatic colorectal cancer in a certain patients…

What future for immuno-oncology?

On the eve of the American Society of Clinical Oncology annual meeting, pharmaceutical industry analysts are wondering what is the future of immuno-oncology. Few treatment areas, indeed, have seen so many changes and innovations as oncology over such a short…

OK in Europe to BMS’ Opdivo for head and neck cancer

Bristol-Myers Squibb announced that the European Commission approved Opdivo (nivolumab) as monotherapy for the treatment of SCCHN (squamous cell cancer of the head and neck) in adults progressing on or after platinum-based therapy. The product is the first and only…

New clinical data show efficacy of BMS’ Opdivo in treating melanoma

Bristol-Myers Squibb announced results from the Phase III CheckMate -067 clinical trial, a randomized, double-blind, two-year study enrolling 945 patients. The data revealed that the Opdivo (nivolumab) – Yervoy (Ipilimumab) combination reduces mortality by 64% in patients with advanced melanoma….

Pfizer must seek a mega-merger to keep growing

Pfizer’s shares have declined over 10% since August, while the Healthcare sector has only lost 5%, although Pfizer has been fairly active in M&A since August, having acquired Medivation ($14) and AstraZeneca’s antibiotic portfolio ($1.5bn). Besides, Pfizer announced in September…

Highlights of ESMO 2016

The year’s most anticipated results in the oncological field were expected at the European Society for Medical Oncology (ESMO) Annual Congress. Many comments focused on lung cancer. MSD reported that Keytruda reduces the risk of disease progression by 50% and…

Very positive results for MSD’s Keytruda in NSCLC

MSD announced at the ESMO annual congress the results from Keynote-024, a trial investigating the use of Keytruda (pembrolizumab) vs chemotherapy in patients with NSCLC (non-small cell lung cancer). Keytruda reduced the risk of disease progression or death by 50%…