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Biotech / Medical : BMY (bristol myers squibb)

BMY 45.08

+5.7%

12:48 PM EDT

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From: Miljenko Zuanic	2/5/2018 12:00:46 PM
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From JPM notes: <Regarding IO... - Opdivo sales for 4Q were $1,361M (cons $1,306M) vs $1,310M (+4% yoy) for the same quarter 2016. In the US: 44-50% of sales were in lung (all settings; some off-label use occurs in the first line setting), 18-22% in RCC, 14-20% in melanoma, 5-10% in head and neck, and 9-15% in all other settings. In the EU: 50-60% of sales are in lung. - BMY maintains its leading share in second line lung and is seeing strong performance in RCC and second line HCC.> IF Keytruda continue to erode 2L NSCLC pool of pts, (is re-treatment with another PD-1 at all recommended????), what is to take that Keytruda will bypass Nivo in US/\WW sale for 2018? Also, Key may be much better Ep (INCY) companion than Nivo.

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