Opdivo winning the PD-1 War

It's going to be fun watching the Oncology group crash. Inferior product, inflated egos, inflated salaries and not much genuine talent. It's a recipe for entertainment.

 

There is not a group within the industry that compares to us. You have a poor education unfit for real science background and experience. We get paid for our results not for serving lunches!

 

You just keep telling yourself that.

 

Keytruda sells itself.

... until Opdivo gets more indications, and has lower barrier for patients (no PD-L1 assay).

 

3Q 2015 Opdivo vs. Keytruda Results are in!

Opdivo: From BMS website: Third Quarter 2015 Financial Results Press Release

Three months ended 9/30/15: Worldwide- $305M U.S. $268M

Keytruda: From Merck website: Third Quarter 2015 Financial Results Press Release
Approximately $160M (Global)

Supplement to 3Q 2015 Earnings Release
U.S. Sales $109M


GAME OVER!

 

It's going to get a LOT more lopsided than that!

 

Why is that? I thought they are both approved more or less for the same indications in the same countries.

 

O's profile is a bit more impressive, to say the least.

 

I don't get it. The published efficacy data for both drugs looks pretty much the same.

 

This may also be game over...

http://www.fiercebiotech.com/story/mercks-star-oncology-drug-posts-mixed-results-lung-cancer-trial/2015-10-26

 

Not anymore...

http://www.fiercebiotech.com/story/mercks-star-oncology-drug-posts-mixed-results-lung-cancer-trial/2015-10-26

 

I have the largest sales in the nation and out selling the competing three to one. Very easy to exceed just get out of bed call on the three most influential practitioners every week and present appropriate inducements. The remaining weekly time is all mine!

 

The data doesn't suggest this!

 

Wait, I thought that was your job?

 

Ouch. As if it didn't already look pretty bad for Keytruda.

 

The colon rectal data just placed us on protocol at the cancer center

 

"As it stands, analysts expect Opdivo to lead the pack with about $8.8 billion in sales by 2020, followed by Keytruda at $5.5 billion. But there are many trials, approvals and labels to be revealed in the intervening years that could change the landscape."

$5.5 Billion would not be too bad. Big market, nice share.
Not like the fatalistic rants here.

 

BMS aka Batman
MRK aka Robin

 

The golf outing at Sawgrass brought out all the important players and fun had by all. Sales will skyrocket!

 

Keep buying those sales! It's the Merck Way! The only Merck Way!