Specialist
Former Specialism Head, at Abbvie
Agenda
- Immunotherapies overview, focusing on Abbvie, Amgen, BMS and collaborations such as Celgene- Beigene
- PD-1 and PD-L1 players and dynamics
- Abbvie's Mavyret in hepatitis C (HCV)
- 12-month outlook and pipeline valuation
Questions
1.
What’s your overview of key trends in the immuno-oncology space in both the neoadjuvant and the adjuvant setups?
2.
Are there any limitations you would like to address that are currently in the neoadjuvant and adjuvant therapies?
3.
Could you elaborate on the issues for Bristol-Myers and its lung cancer applications, particularly the BMS issues of Opdivo and lung with CheckMate-227 and 451? You said we will be seeing a big difference in data, what’s the basis for your optimism?
4.
Do you see opportunity for growth for Opdivo and Keytruda?
5.
What are your thoughts on the acquisition of Medarex and how that positions Bristol-Myers in immuno- oncology?
6.
What about the co-operation for Bristol-Myers with Eisai and the H3 Biomedicine? Do you view that a significant partnership in terms of helping gain strides in IO?
7.
What was the deal rationale with Celgene? What’s the strategy and timing in terms of the immediate synergies you’re seeing in immuno-oncology?
8.
In light of the pressures from Merck on BMS standalone with intrusion from Keytruda and taking share away from Opdivo, how do you see the Celgene deal position Bristol-Myers against Merck?
9.
Is there any one particular product in the Celgene-BMS deal, in the combined portfolio, that you would deem as particularly significant, either due to trial design or shown outcomes?
10.
On the Celgene side of things, what does Juno add to BMS? Particularly with the potential for liso-cel and other cell-based therapies being tested against molecular targets?
11.
Can you share anything about combination therapies or the potential for CAR-T cell therapies to be used with Opdivo?
12.
What are your thoughts on the BMS-Celgene acquisition going through? Is there any potential left for Celgene to go after another player like BeiGene? Prior to the deal, there was a lot of buzz about that being an option, do you still think that remains on the table?
13.
What’s your perspective on the NKTR-214 combination study with Bristol-Myers and Opdivo? Could Opdivo and NKTR-214 get some of the market share losses to Merck? Do you have any opinion about the Bristol-Myers broad IO collaboration with Nektar overall?
14.
Could you talk about the Amgen and Merck collaboration to support a phase 1b study investigating blinatumomab in combination with Keytruda for patients with large B-cell lymphoma? Also on the second collaboration, the supporting phase 1 for the antibody in collaboration with Keytruda? Does that enhance Amgen’s portfolio and help Merck for its position against BMS?
15.
Any thoughts in regard to Amgen’s BiTE platform in terms of the technology differentiation in cancer IO?
16.
Do you have any thoughts on Abbvie's portfolio in immuno-oncology and how some of its partnerships have been faring, such as with Tizona in developing and commercialising CD39 therapeutics?
17.
What’s your outlook for the next 12-18 months? Is there anything we should be keeping an eye out for, are there any companies we haven’t discussed that you would deem significant to mention?
