Is Roche's latest Tecentriq win really a win for Merck's Keytruda?

Is Roche's latest Tecentriq win really a win for Merck's Keytruda?

Source: 
Fierce Pharma
snippet: 

With new lung cancer data, Roche touted another win Thursday for red-hot immuno-oncology drug Tecentriq. But the way some analysts see things, it may actually be a win for archrival Keytruda.