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Biotech / Medical : BMY (bristol myers squibb)

BMY 45.63

+7.0%

3:59 PM EDT

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To: DewDiligence_on_SI who wrote (131)	2/5/2018 12:50:16 PM
From: Miljenko Zuanic	Read Replies (1) of 194

IMO, Eliquis is not sufficient. It is shared with PFE. They are investing $$$$ on Opdivo indications/expansions, and return is not there. Payer will favor cheaper K +chemo combo, than IO/IO! They need to break this "negative" development in NSCLC, and they do not know how???? This hTMB is BS! Initial respond may be fine, but true benefit is in OS, which at this point is not manifested in interim.!

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