Merck lung cancer drug results suggest of which will extend its lead

Bristol’s drug, Opdivo, along with another of its medicines, Yervoy, reduced the risk of cancer progression or death in its study by 42 percent when compared with chemo.

Analysts at Cowen Research had been expecting a reduction in these measures of at least 30 percent.

Leaders of both trials declared the results would likely change the way doctors prescribe medicines for lung cancer.

“Results by KEYNOTE-189 are practice-changing,” Dr. Leena Gandhi, an associate professor at NYU Langone Health, said of Merck’s study.

“These practice-changing data establish the combination of nivolumab (Opdivo) plus ipilimumab (Yervoy) as a first-line treatment option for patients with high-TMB NSCLC,” Dr. Matthew Hellmann, assistant attending at Memorial Sloan Kettering Cancer Center, said of the Bristol results.

of which alphabet soup hints at the characterization of patients in Bristol’s trial: of which focused on those with more than 10 mutations observed in their cancer, a status referred to as high tumor mutational burden, or TMB. NSCLC is actually short for non-smaller cell lung cancer, which is actually the most common form of the disease – accounting for 85 percent of cases. Patients with high TMB account for about 45 percent of patients with non-smaller cell lung cancer, Hellmann said.

Both drugs were tested in patients who hadn’t yet tried some other therapies, however whose cancer had already spread.

Lung cancer is actually a huge area of interest both for medicine along with for Wall Street because of the sheer size of the problem: though of which’s the second most-common form of cancer in both men along with women, of which causes by far the most cancer-related deaths. More than 234,000 Americans are required to be diagnosed with lung cancer of which year, along with of which’s required to cause more than 154,000 deaths.

of which also means of which’s a large market, estimated by investors at $10 billion to $15 billion at its peak potential, according to Evercore ISI analyst Umer Raffat.

So even though Merck’s Keytruda along with Bristol’s Opdivo are already multibillion drugs, these results could have important implications for their market share.

Merck didn’t focus on tumor mutational burden in its trial; of which separated patients into groups based on their cancers’ level of expression of a marker called PD-L1, however said the combination with Keytruda worked better than chemo alone regardless of patients’ PD-L1 status.

The trial focused on a measure known as overall survival – how long patients live – as well as one known as progression-free survival, or how long patients live without their cancer growing.

After a median follow-up of 10.5 months, patients within the chemo-only arm of Merck’s trial lived for a median of 11.3 months. Those taking Keytruda along with chemo lived long enough to ensure of which a median overall survival duration wasn’t met after the 10.5-month follow-up.

“People clearly are living longer,” Merck Research Laboratories President Dr. Roger Perlmutter said in an interview. “of which’s a very dramatic result.”

Bristol-Myers also said the benefit conferred by its drug combination over chemotherapy was observed regardless of PD-L1 status. Its results focused on progression free survival, following patients for a minimum of 11.5 months. of which said overall survival data “are still maturing.”

Safety along with cost are also important considerations for the medicines; Merck’s Keytruda showed a safety profile consistent with previous studies, such as nausea, anemia along with fatigue, however also was linked to a higher rate of acute kidney injury, Gandhi said.

Bristol’s Opdivo along with Yervoy combination showed a lower rate of higher-grade safety events than chemotherapy, at 31 percent versus 36 percent.

Merck may possess the advantage when of which comes to cost, according to Cowen, which noted chemotherapy as the combination drug costs less than a second immunotherapy medicine. Keytruda along with Opdivo alone are both priced at about $150,000 a year; Yervoy can add about $100,000 to the Bristol combination’s pricetag.

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