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.
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