BMS anti-PD-1 drug Opdivo has new indications

October 15, 2015 Source: New Kangjie

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In the battle for new anti-PD-1 drugs, BMS and Merck have always been at the forefront. The competition between the two companies is accompanied by the smell of smoke. On October 12, BMS announced that the company's anti-PD-1 drug Opdivo has once again received FDA approval for the addition of advanced non-small cell lung cancer indications, and that Merck has announced that Keytruda has approved squamous and non-squamous non-small cell lung cancer indications only Ten days.

According to the National Cancer Institute, lung cancer is the leading cause of cancer deaths in the United States. In 2015, there were an estimated 221,200 newly diagnosed patients, and the number of deaths due to lung cancer was as high as 158,000. Non-small cell lung cancer is the most common type of lung cancer.

In response to the coincidence of the approved time, some analysts pointed out that compared with Keytruda, Opdivo approved some differences in lung cancer adaptation population, the former is only suitable for those patients with tumors that are positive for PD-L1 expression. And Opdivo's new indications, plus the previous squamous non-small cell lung cancer, to adapt to a wider population.

Recent studies have shown that anti-PD-1 and anti-PD-L1 antibodies can cause long-term relief of various tumors such as melanoma, kidney cancer and lung cancer. Since the first approval of PD-1 of Merck and BMS last year, the pharmaceutical industry, The investment community is consistently sought after.

In September last year, Merck announced that the company's new cancer treatment, Keytruda, was approved by the FDA for the treatment of advanced or unresectable melanoma that no longer responds to other drugs. In the following three months, BMS's Opdivo was also approved by the FDA for the treatment of advanced melanoma patients who could not be surgically removed or who had metastasized and did not respond to other drugs.

It is understood that melanoma, which accounts for about 5% of new cancers in the United States, develops cancer cells from pigmented skin cells responsible for skin color. According to the National Cancer Institute, it is estimated that 76,100 Americans were diagnosed with melanoma in 2014, and another 9,710 people will die of this disease.

According to BMS and Merck's trial competition for their respective drugs, opdivo's current main treatment areas include melanoma, lung cancer, and liver cancer, while Keytruda's indications include melanoma, lung cancer, rectal cancer, and head and neck cancer.

According to analysts from Evaluate Pharma, the most promising new drug in 2015 is Opdivo, which is currently available in Europe and the United States, and the indications continue to expand. The sales in 2015 is expected to reach 658 million US dollars. The sales volume in 2020 will reach 7.122 billion US dollars.

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