Bristol Still Rules Immuno-Oncology, But For How Long?

At $920m, sales for Opdivo still overshadow competitors, but market dynamics are set to change with introduction of Merck's Keytruda in first-line lung cancer and Roche's Tecentriq in second-line lung.

Bristol-Myers Squibb Co. reported strong third-quarter sales of $920m for its PD-1 inhibitor Opdivo, and also a rebound for its CTLA-4 inhibitor Yervoy, but the company now has to brace for its market share to be eroded by new competition.

Sales of $920m for Opdivo (nivolumab), up 202% from the same period in 2015, were slightly lower than the Street...

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