UPDATED: I should have been clearer. BMS manufactures ipilimumab, branded as YervoyTM. An astute commenter reminds me that I should have mentioned that. So both the yellow and purple bars below accrue to Bristol Myers Squibb.
I'm just a little crispy tonight, so I'll just use a picture -- here is what at least one analyst ($ subs. req'd.) sees as the market, now to 2020.
Note that this crosses all cancers, and still has BMS's nivolumab (in yellow below, branded as Opdivo®) as the clear leader. Here it is:
Sleep well, one and all. More some other day. I'm out.
2 comments:
I don't see how ipilimumab can maintain it's market share. Opdivo and Keytruda will replace it as first line treatment for metastatic melanoma as it is effective in only ~10% of patients, versus ~50% for the anti-PD-1s, and it is far more toxic.
I agree, Anon.
The good news is that it (branded as Yervoy) is also a BMS drug. So Opdivo will pick up its slack for BMS...
Namaste, and do stop back!
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