More in depth analysis in arriving on Opdivo and its impact on SIRT. The accelerated FDA approval immediately brings Opdivo to second line for HCC off crazy PhaseI-II data. Opdivo has a response rate of 15-20% versus sorafenib at 2%. PhaseIII reports next year and the oncology space is expecting a homerun which will bring it to first line.
People are expecting SIRT to be pushed back down the treatment waterfall and eventually they will have to start a new batch of clinical trials targeting SIRT +/vs Opdivo.
wats going on ???, page-8
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