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Pharma Q3 Results Preview: Merck Vs. Bristol In IO Showdown

 
• By Emily Hayes

With Merck and Bristol-Myers Squibb at the head of the immuno-oncology class – and jockeying for the lead – the two companies are reporting third quarter earnings in back-to-back calls on Oct. 25. Oncology has become dominant for both businesses, and analysts are keen for nuances to help differentiate the growth potential for the two firms.

Female athletes running towards finish line on track field

Bristol-Myers Squibb Co. set the pace for the entire checkpoint immunotherapy space with the launch of the CTLA-4 inhibitor Yervoy (ipilimumab) in 2011 and the PD-1 inhibitor Opdivo (nivolumab) in 2014 and ruled the roost for a long time.

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