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Far from a level playing field in lung post ASCO
Opdivo still leads in lung cancer, though PD1 market continues to shrink from consensus' lofty expectations...
Overall this year’s ASCO has been consistent with our central thesis that the anti PD1/PDL1 market may disappoint consensus’ optimistic expectations and we continue to see pressure on consensus’ $30bn+ anti PD1/PDL1 forecasts vs our $10bn global market estimate. In this update, we answer the two key questions have emerged from this year’s ASCO in lung cancer: Are Roche’s and Merck’s anti PD-1/PD-L1 prospects in 2nd line lung now the same as Bristol’s after ASCO? Isn’t Roche’s first line combo of MDPL3280a and chemo better than other combos?
