Even so, this is good news for Merck -- as Merck gets a likely 2017 study result that may well be the basis for first line therapy in NSCLC. And we all know that's a goldmine. We've been saying right along that Merck will move to widen the oncology market-spaces for Keytruda, and this is clearly designed to do just that. A bit of the release, then:
. . . .Merck will conduct a Phase 2 study examining the combination of pembrolizumab with pemetrexed in first-line non-squamous, non-small cell lung cancer (NSCLC). This study is currently enrolling.
Lilly will conduct a multiple-arm Phase 1/2 study examining the combination of ramucirumab with pembrolizumab in multiple tumors. This study is anticipated to begin in 2015.
Lilly will conduct a Phase 1/2 study examining the combination of necitumumab with pembrolizumab in NSCLC. This study is anticipated to begin in 2015. . . .
Financial details were not released, but this easily runs to the high hundreds of millions of dollars -- perhaps nearly a billion, life of deal. And still, in NSCLC, at least -- Opdivo® remains the clear leader -- the one to beat, in my experienced opinion.
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