ESMO Preview: Opdivo Under Pressure

All eyes will be on beleaguered Opdivo at ESMO 2016 as BMS's leading checkpoint inhibitor comes under scrutiny in the NSCLC and renal cell cancer space. Details of Merck & Co's KEYNOTE-024 trial, Roche's Tecentriq in lung cancer and Exelixis' cabozantinib in kidney cancer could impact on how Opdivo's prospects are viewed.

Scrip, with help from Datamonitor Healthcare analyst Rachael Lloyd, has identified a number of clinical trial data presentations due at ESMO 2016 (the annual meeting of the European Society of Medical Oncology) that will help to shape the commercial future of Bristol-Myers Squibb Co.'sOpdivo (nivolumab).

Opdivo currently dominates the NSCLC setting owing to its approval in the second line setting independent of PD-L1 status. However,...

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