Excellent read. First financials are only just coming to light for the big IO franchises.
Interesting projection of 'only' $1.7bn peak sales for Yervoy in 2020.
Worthwhile noting that BMS are also a competitor for partnering and surely they will prefer to boost the financial performance of Yervoy before any other therapy, all things being equal.
"One big area of opportunity is combination therapy -- pairing a backbone drug like Opdivo with either a different immunotherapy or another type of cancer medicine....Bristol-Myers already has the first such combination approved in the U.S.: Opdivo and Yervoy are used together to treat melanoma.
VLA Price at posting:
68.0¢ Sentiment: Buy Disclosure: Held
