Media Thread, page-850

AACR: BeiGene details Novartis-partnered PD-1's first global pivotal win in lung cancer. Should Opdivo maker BMS be concerned?

Looks like the PD-1 space is heating up with more competitors. And it seems in order to beat the current mob, namely Keytruda and Opdivo, one's drug will need to show an edge in both efficacy and safety. Below is an excerpt of the above article:

Without a clear efficacy or safety edge, Novartis and BeiGene will have a hard time stealing share from those two established PD-1 players. One front on which tislelizumab can compete with those Western-made checkpoint inhibitors? Pricing, as BeiGene management and pharma watchers have suggested.

I know our PD1-Vaxx is very early days, but I dare say as far as safety is concerned, I think it will win hands down. Just a matter of proving up efficacy now. If successful, the scramble will be on. What's more, production cost of PD1-Vaxx will definitely be lower than the established players as well. Let's hope more of those patients progress to CR like the first 2 patients when the next announcement is released. By my reckoning, we should hear more within the next 4-6 weeks.