O boy, we are in trouble - Merck wins...

Our brightest scientific minds (?) say it’s coke versus pepsi, but the market conclude’s with conviction that it is a total fuster cluck at BMS.
So sad to see that the misguided arrogant leadership have single handedly lost the checkpoint race, due to strategic blindness..... No opportunity to blame previous leaders now folks, it is down to YOU!
“No really, we will win eventually” - eventually being sometime in the distant future.....
A lost opportunity, many years in the making.
Stand up and be counted ladies and gentlemen?

 

Actually, it is Burger King vs. McDonald

 

✅ Win in Oncology

Mission Accomplished.

 

I’m blown away with how the leadership in this organization steadily screwed this up over the past few years. BMS had a huge head start against Merck with the pd1 checkpoint and they simply outmaneuvered us. Now Lynelle today with her typical self-serving spin, trying to convince us that the future of lung cancer treatment is going to be all micro-biomarker targeted, and compartmentalized with all of this nitty gritty targeting bs...not buying it. Besides TMB could benefit keytruda just as well as us. We will do all the research and then the doctors will test for it as an augmentation to pdl1 to see who is likely to see a better benefit except the prescribed IO will be keytruda since they will have 90% lung share by then. Good plan.

 

Game over. BMS= , Hyundai
Merck= Mercedes

 

There are a lot of reps that have been pushed out or left because of the crappy management Lynelle and are now saying thru out the offices " I hear Keytruda is a lot better then opdivo". They are larger then the 6 person. pod.

 

Opdivo yearly cost: 150k
Huge checkpoint inhibitor lead-time in market: BMS
Brilliant clinical development biomarker strategy: Priceless

 

Unemployment is a lot less than pharma welfare. Better save some money

 

Just behave yourself and try stop scaring people; all is well, and there is enough of the pie to take.