EFTA01087638Set 9
2015-10-015p3,969w
Research
01 October 2015
Overweight
Bristol-Myers Squibb Company BMY. SPAY US
Price: S59.20
Opdivo/ Yervoy approval an incremental positive -
30 September 2015
ALERT
This morning, the FDA announced that ... approved Bristol's Opdivo Pharmaceuticals — Major &
(PD-1) in combination with Yervoy (CTLA4) for previously untreated Specialty
BRAF wild-type melanoma patients. This approval follows the Chris Schott ... trial, which was the basis of this filing. Overall,
Bloomberg .1.'`.1A SCHOTT <GO,
Opdivo/ Yervoy is the first I/O combo to be approved and given the
risk/benefit profile
https://www.justice.gov/epstein/files/DataSet%209/EFTA01087638.pdf
EFTA00598930Set 9
2015-10-025p4,184w
America Equity Research
J.P.Morgan 02 October 2015
MRK/BMY
Restricted Keytruda Label as Expected; See Opdivo
Maintaining Leadership Position - ALERT
Today, the FDA approved Keytruda (PD-1) with a companion diagnostic ... Keytruda's efficacy in a larger patient population. Given that Opdivo is
Bloomberg JPMA SCHOTT <GO,
already approved in an all comer sq-NSCLC population and Keytruda has
Aditl Singhania ... patients. For, BMY, today's Keytruda label further
reinforces our view that Opdivo will maintain a clear leadership position in Wendy L Lin
the NSCLC marketplace. Overall, we continue
https://www.justice.gov/epstein/files/DataSet%209/EFTA00598930.pdf
EFTA00673207Set 9
2015-10-2534p11,593w
more than $10,000 per month. The price for cancer drugs like Yervoy, Opdivo
and Keytruda routinely exceeds $120,000 a year. Some other specialty drugs have even higher prices ... really frustrates people are
expensive drugs that do not provide a cure. For instance, Opdivo adds an average of 3.2 months of life
to lung cancer patients and costs
https://www.justice.gov/epstein/files/DataSet%209/EFTA00673207.pdf