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Bristol Says It’s Ready For PD-1 Competition In Lung Cancer

Opdivo sales got out of the gate slowly, but Bristol sees encouraging trends – and has a validated diagnostic for the PD-L1 therapy at the ready, if needed.

On a day of competing earnings calls by the two leaders in the immuno-oncology space, Bristol-Myers Squibb Co. did not back down from the challenge being posed by Merck & Co. Inc. and its PD-1 inhibitor Keytruda (pembrolizumab), as well as that company’s efforts to establish PD-L1 expression as an efficacy biomarker.

Bristol execs told the firm’s April 28 first quarter earnings call that Opdivo (nivolumab) is on pace for success, despite disappointing first quarter sales of $40 million. Keytruda notched sales...

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