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New data at WCLC may shrink PD-1 lung cancer opportunity. Bristol still leads but Roche’s PD-L1 may

Updated data presented this week at the World Conference on Lung cancer revealed Bristol’s anti PD1 immunotherapy Opdivo failed to yield meaningful cancer shrinkage even when combined with sister immunotherapy Yervoy in a key segment of 1st line lung cancer of patients without the PDL1 biomarker. Competitor Roche is trying to combine its anti PDL1 with chemo therapy, but data raises more concerns.