EFTA00306883Set 9
2014-06-027p4,747w
data seen thus (1-212) 622-5676
far in melanoma (Yervoy-naive and refractory), NSCLC (I st-line and pre-treated), and
head and neck cancer. Further, we expect pembro ... Merck confirms PD-I efficacy in IL PD-L1+ NSCLC with 47% irRC ORIL
First data from Merck's phase lb study of pembrolizumab in IL NSCLC showed a Wendy ... initiating a phase III for pembro Dana C Flanders
in front-line PD-L1+ NSCLC in September. We note that Bristol initiated a phase (1-212)622-1256
III study
https://www.justice.gov/epstein/files/DataSet%209/EFTA00306883.pdf
EFTA00598930Set 9
2015-10-025p4,184w
that Opdivo is
Bloomberg JPMA SCHOTT <GO,
already approved in an all comer sq-NSCLC population and Keytruda has
Aditl Singhania, PhD
been granted a restricted label, we expect ... view that Opdivo will maintain a clear leadership position in Wendy L Lin
the NSCLC marketplace. Overall, we continue to see Merck as a (1-212)622-5350
competitive ... mutations. Dana Flanders, CFA
(1-212)622-1256
• Keytruda approved in 2L PD-L1+ NSCLC. The FDA approved
M. Morgan Securities LLC
Keytruda for use with a companion diagnostic
https://www.justice.gov/epstein/files/DataSet%209/EFTA00598930.pdf
EFTA01465999Set 10
2013-12-2319p4,004w
other potential indications of Iclusig that are not included in our model:
GIST, and
NSCLC with FGFR and RET mutations; and 6) valuation: although the addressable
patient population ... share, with peak sales of $280 million and 81% probability
in ALK+ NSCLC. Based on such
assumptions, our probability-adjusted NPV model now derives a 12-month fair
value ... Parts Fair Value
(dollars in thousands)
Drug
Iclusig—CML
Worldwide
AP26113—ALK+ NSCLC
Worldwide
Subtotal
Net Cash at Year-end 2014
Net Present Value of additional Gain (Loss
https://www.justice.gov/epstein/files/DataSet%2010/EFTA01465999.pdf