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Biotech / Medical : BMY (bristol myers squibb)
BMY 42.64-0.4%3:59 PM EDT

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To: DewDiligence_on_SI who wrote (133)2/5/2018 2:13:54 PM
From: Miljenko Zuanic  Read Replies (1) of 194
 
One do not need to be "Salamon" to figure out that hTMB will hurt response to chemo (resistance level increase), while may be simple neutral to IO. Neoantigen hypothesis need to be proven first, which right now it is not. That is why I said "BS".

At this point, I do not share your confidence that BMY will hold Nivo growth rate! All indications where N-W chombo are used will be too expensive (with treatment cost rise due to SAE) to justify benefit, IMO. I may be wrong, but it is my gut-filing.
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