Early anti-PD-1 data from Merck and Bristol-Myers Squibb will help show if hematology is as promising as solid tumors

Wall Street will also be looking at early indications of efficacy in hematological cancer for anti-PD-1s. Much of the early PD-1 data has been in solid tumors, rather than hematology.


 

 

While one investor--whose firm requires him to remain unnamed--said he expects anti-PD-1s to be more about solid tumors than hematology, he does expect that, within hematology, anti-PD1s could be a significant hematology focus.

Oliver Marti of Columbus Circle Investors expects PD-1 data to continue to be mixed in non-Hodgkin lymphoma, but weak in multiple myeloma.

Merck ($MRK) will present data for its anti-PD-1 Keytruda in relapsed/refractory classical Hodgkin lymphoma at ASH, while Bristol-Myers Squibb ($BMY) will have non-Hodgkin lymphoma and lymphoid malignancy data for its Opdivo.

"ASH will provide initial data on BMY's and Merck's PD-1 inhibitors Opdivo and Keytruda in hematologic malignancies. Opdivo achieved an impressive 87% objective response rate in heavily pretreated patients with Hodgkin's lymphoma. Keytruda preliminary results look a bit weaker than Opdivo's. However, follow-up was shorter in the Keytruda study (KEYNOTE-13)," noted Mario Linimeier of investment firm Medical Strategy.

For more:
Five Prime hitches onto Bristol-Myers' blockbuster-in-waiting immunotherapy
Bristol-Myers' oncology star lines up for lung cancer approval, leading the PD-1 pack
Merck takes to Europe with its promising PD-1 cancer drug

Early anti-PD-1 data from Merck and Bristol-Myers Squibb will help show if hematology is as promising as solid tumors
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