Opdivo Fallout: Rivalry In PD-1 Market To Continue, More Trials Could Mean More Failures

Opdivo's Phase III disappointment in first-line non-small cell lung cancer (NSCLC) is not the end of the world for Bristol-Myers Squibb, according to Datamonitor Healthcare analyst Dustin Phan. It also may not be the last surprise in a field with so many contenders and so many ongoing trials, as data from Pharmaprojects shows.

Lung cancer concept

Bristol-Myers Squibb Co. shocked the market late last week when it announced a Phase III trial exploring its market leading PD-1 inhibitor Opdivo (nivolumab) as a first-line treatment for NSCLC had missed its primary endpoint. However, Datamonitor Healthcare analyst Dustin Phan told Scrip Opdivo will still pose a barrier to market entry for many late-phase pipeline therapies because of its strong uptake as a second-line treatment.

Topline data from the pivotal Phase III CheckMate 026 trial revealed that Opdivo failed to meet its primary endpoint of...

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