ASCO Steep climb for Bristol competitors in 1st and 2nd line lung cancer

Pressure on consensus: We have long argued all IO competitors will have to better Bristol’s Opdivo + Yervoy combination in the biggest PD1 market, 1st line lung cancer. ASCO data further increases our conviction on the four key themes we’ve been developing for over a year on the prospects of chemo combinations, new IO combos, and the overall value of the market.

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