Bristol-Myers Squibb -- 2016 ASCO Investor Presentation · ASCO 2016 NOT FOR PRODUCT PROMOTIONAL...
Transcript of Bristol-Myers Squibb -- 2016 ASCO Investor Presentation · ASCO 2016 NOT FOR PRODUCT PROMOTIONAL...
1NOT FOR PRODUCT PROMOTIONAL USEASCO 2016
ASCOInvestor MeetingJune 4, 2016
*American Society of Clinical Oncology, June 3 - 7, 2016
2016*
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During this meeting, we will make statements about the Company’sfuture plans and prospects that constitute forward-looking statementsfor purposes of the safe harbor provisions under the Private Securities Litigation Reform Act of 1995. Actual results may differ materially from those indicated as a result of various important factors, including those discussed in the company’s most recent annual report on Form 10-K and reports on Form 10-Q and Form 8-K. These documents are available from the SEC, the Bristol-Myers Squibb website or from Bristol-Myers Squibb Investor Relations.
In addition, any forward-looking statements represent our estimates only as of today and should not be relied upon as representing our estimates as of any subsequent date. While we may elect to update forward-looking statements at some point in the future, we specifically disclaim any obligation to do so, even if our estimates change.
Forward-Looking Information
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• Introduction
• Immuno-Oncology Strategy
• Key Data at ASCO
• Next Wave of Innovation
• Conclude / Q&A
Today’s Agenda
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BMS Immuno-Oncology:Transforming Cancer Care
Giovanni CaforioChief Executive Officer
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Our Strategic Foundation
People helping patients in their fight against serious disease
I N N O VAT E I M P R O V EI N T E G R AT E
Diversified Specialty BioPharma
Best of BIOTECH
Best of PHARMA
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Immuno-Oncology Strategic Priorities
Maintain Leadership in Lung Cancer
Enhance Survival with Opdivo+Yervoy Regimen
Expand I-O Use into Earlier Settings
Accelerate Next Wave Therapeutics
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Immuno-Oncology Strategy
Francis CussChief Scientific Officer
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14Tumors with
ongoing and planned
registrational trials
Leading In Immuno-OncologyPositive registrationaltrials
513
Phase III trials stopped early due to survival benefit
9New EnglandJournal ofMedicinePublications
100 GlobalApprovalsfor Opdivo FDA
Approvals in I-O
Note: All milestones since 2014
6Breakthrough Therapy Designations
YearsApprovals
0
2
4
6
8
10
12
Opdivo Avastin Taxotere
9
YearsApprovals
8>
9<2
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Immuno-Oncology Strategic Priorities
Maintain Leadership in Lung Cancer
Enhance Survival with Opdivo+Yervoy Regimen
Expand I-O Use into Earlier Settings
Accelerate Next Wave Therapeutics
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Complementary MoAs that work together to maximize anti-tumor immunologic responses
Scientific Rationale for Combining Opdivo and Yervoy
PD-L1 PD-L2
OPDIVO blocks PD-1 to:1) Enable T-cells to
recognize and attack tumor cells
2) Prevent activation-induced T-cell death
YERVOY blocks CTLA-4 to:1) Help stimulate T-cell
activation and proliferation
2) Deplete T-reg cells and reverse immune-suppression
CTLA-4 Receptor
OPDIVO
PD-1 Receptor
YERVOY
Memory T cell
YERVOY
Some activated T cells become memory cells that can support subsequent immune responses by recognizing the tumor antigen
T cell
T-regcell
Tumor
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Broad Development of
*7 potentially registrational
+
Ongoing Trials *
StudyMelanoma -069, -067
StudyMelanoma -004, -218, -511, -401,-204
NSCLC -012, -227, -568
SCLC -032, -451
RCC -016, -214
GBM -143
CRC-MSI -142
Gastric -032
Head & Neck -651
HCC -040
Pancreatic, TNB, Bladder, Ovarian -032
Hematological -039
Virus Associated Tumors -358
StudyMelanoma -067NSCLC -012SCLC -032GBM -143CRC-MSI -142Gastric -032
Currently Approved
Opdivo + Yervoy Data at ASCO 2016
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Expand I-O Use into Earlier Settings
AdjuvantNeo Adjuvant Locally Advanced
Melanoma
NSCLC
RCC
Bladder
Gastric
Esophageal
Melanoma
RCC
NSCLC
Head & Neck
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Patients who do not respondto Opdivo +/- Yervoy
Patients who progress after treatment with Opdivo +/- Yervoy
Additional tumors, including where signals are not sufficient
Improve outcomes through combinations
Accelerate Next Wave Therapeutics
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ASCO 2016: Key Takeaways
• Unprecedented first line lung data with Opdivo and Yervoy in PD-L1 expressers
• Broadening the Potential Benefit of Opdivo + Yervoy
• Redefining the Potential for Long-Term Survival
• Promise of I-O in additional tumors
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ASCO 2016 – Review of Select Key Data
NSCLC• CheckMate-017 / -057: Phase 3 Opdivo in 2nd line NSCLC
• CheckMate-012: Phase 1 Opdivo plus Yervoy combination in 1st line NSCLC
SCLC • CheckMate-032: Phase 1 Opdivo plus Yervoy combination or Opdivo as monotherapy in 2nd line SCLC
Bladder • CheckMate-032: Phase 1 Opdivo in 2nd line Urothelial (Bladder)
Colorectal • CheckMate-142: Phase 2 Opdivo plus Yervoy combination or Opdivo as monotherapy in 2nd line MSI-H mCRC
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Opdivo as Backbone
Translational Research Collaborations
and BD
Strategy Addresses Broad Lung Population
+ Yervoy+ Novel MOAs+ Chemo+ Targeted Therapies
APPR
OAC
HES
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Lung Cancer: Broad Registrational Program
Checkmate-017Opdivo monotherapy, Squamous Approved in
US, Europe, and Japan Checkmate-057
Opdivo monotherapy, Non-Squamous
Checkmate-026Opdivo Monotherapy, PD-L1+
Checkmate-331Opdivo monotherapy, 2L limited or extensive
diseaseCheckmate-451
Opdivo monotherapy and Opdivo+Yervoy followed by Opdivo maintenance, 1L extensive disease
Enrollment Complete
Currently Recruiting
Currently Recruiting
Currently Recruiting
Checkmate-227PD-L1+: Opdivo monotherapy and Opdivo+Yervoy
PD-L1-: Opdivo+Yervoy and Opdivo+chemo
Monotherapy Combination
2L+ NSCLC
1L NSCLC
SCLC
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CheckMate -017 and -057:Sustained Benefit at 2 Years
OS
(%)
Time (Months)
0
20
40
60
80
100
0 6 12 18 24 30 393 9 15 21 27 33 36
292290
194194
148111
11266
8145
186
233243
171150
12889
9753
4625
63
00
01
OpdivoDocetaxel
No. of patients at risk:
OpdivoDocetaxel
CheckMate 057 (NSQ NSCLC)CheckMate 017 (SQ NSCLC)
OS
(%)
Time (Months)
0
20
40
60
80
100
0 6 12 18 24 30 393 9 15 21 27 33 36
OpdivoDocetaxel
OpdivoDocetaxel
135137
8669
5733
3817
2911
146
113104
6946
5122
3414
199
74
00
11
No. of patients at risk:
1-y OS rate = 51%
2-y OS rate = 29%1-y OS rate = 39%
2-y OS rate = 16%
1-y OS rate = 42%
2-y OS rate = 23%1-y OS rate = 24%
2-y OS rate = 8%
NSCLC
Borghaei et al
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• Higher response rates, nearly double that of Opdivo monotherapy
– Enhanced efficacy with increasing levels of PD-L1 expression
• Deep and durable responses have the potential to improve long term survival
• Combination regimen remains well tolerated, with low discontinuation rates due to adverse events
CheckMate-012: Longer Term Data Increases Confidence in First Line NSCLC Strategy
NSCLCCM-012
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Opdivomonotherapy
Opdivo +
Erlotinib
Opdivo+
Yervoy
Opdivo+
PT-DC
Opdivo+
Bevacizumab
Stage IIIB/IV NSCLC; no prior chemotherapy for advanced disease
• Broadest data set with multiple regimens in first line NSCLC
• Only I-O/I-O combination data presented in first line setting
CheckMate-012: Evaluation of Multiple Regimens in First Line NSCLC
NSCLCCM-012
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Opdivo + Yervoy in First-line NSCLC:Baseline Patient Characteristics
Opd 3 Q2W + Yer 1 Q12W
(n = 38)
Opd 3 Q2W + Yer 1 Q6W(n = 39)
Opdivo Mono 3 Q2W
(n = 52)Median age, years (range) 68 (50–91) 62 (47–87) 67 (43-85)Male, % 45 62 50Non-squamous histology, % 82 85 75
Disease stage, %Stage IIIBStage IV
1189
397
694
Smoking status, %NeverFormer/current
595
2374
2179
EGFR mutation status, %MutantWildtypeUnknown
117416
106723
156025
PD-L1 quantifiable, N (%)≥1%, n/N (%)≥5%, n/N (%)≥10%, n/N (%)≥25%, n/N (%)≥50%, n/N (%)
31 (82)21/31 (68)16/31 (52)13/31 (42)10/31 (32)6/31 (19)
30 (77)23/30 (77)19/30 (63)15/30 (50)8/30 (27)7/30 (23)
46 (88)32/46 (70)26/46 (57)20/46 (42)18/46 (39)12/46 (26)
NSCLCCM-012
Hellmann et al
• EGFR and ALK positive patients not excluded from this study• Patients are included regardless of PD-L1 expression
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Opdivo + Yervoy: Enhanced Efficacy with Increasing Levels of PD-L1 Expression
43
18
5754
64
78
92
23
14
2831
4044
50
0
20
40
60
80
100
All <1% ≥1% ≥5% ≥10% ≥25% ≥50%
Opdivo 3 Q2W + Yervoy 1 Q6/12W (pooled)Opdivo 3 Q2W
OR
R (%
)
All <1% ≥1% ≥5% ≥10%n
PD-L1 expression77 52 17 14 44 32 35 26 28 20
≥25% ≥50%18 18 13 12
• Opdivo + Yervoy showed clinically meaningful response rates with the potential to improve long term survival.
NSCLCCM-012
Hellmann et al
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CheckMate-012 Efficacy by PD-L1 Expression
• Adding Yervoy to Opdivo increased ORR, median PFS, and 1-year OS in PD-L1 expressers.
Opdivo 3 Q2W+ Yervoy 1 Q12W
(n = 38)
Opdivo 3 Q2W+ Yervoy 1 Q6W
(n = 39)
ORR, %<1% PD-L1 ≥1% PD-L1≥50% PD-L1
3057
100
05786
Median PFS, mo<1% PD-L1 ≥1% PD-L1 ≥50% PD-L1
4.7 8.1
13.6
2.410.6
NR1-year OS rate, %
<1% PD-L1 ≥1% PD-L1 ≥50% PD-L1
NC90NC
NC83
100Median follow-up, mos 12.9 11.8
• Platinum Doublets, all arms• NR = Not Reached• NC = Not Calculated
Opdivo Mono 3 Q2W
(n = 52)
142850
6.63.58.4
796983
14.3
NSCLCCM-012
Hellmann et al
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Depth and Durability of Response
• 12/15 responders (80%) in the Q6W arm and 14/18 responders (78%) in the Q12W arm had a response by time of first scan (week 11)
• 12/15 responders (80%) in the Q6W arm and 12/18 responders (67%) in the Q12W had an ongoing response at time of database lock
Nivo 3 Q2W + Ipi 1 Q6W
PD = progressive disease; SD = stable diseaseIncludes all patients with baseline target lesion and ≥1 post-baseline assessment of target lesion (n = 33)
Time (Months)
Cha
nge
in T
arge
t Les
ion
Siz
e
From
Bas
elin
e (%
)
60
40
20
0
−20
−40
−60
−80
−1000 2 4 6 8 10 12 14 16 18
First responseResponseNo response (PD + SD)
NSCLCCM-012
Hellmann et al
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Odp 3 Q2W+ Yer 1 Q12W
(n = 38)
Opd 3 Q2W+ Yer 1 Q6W
(n = 39)Opd 3 Q2W
(n = 52)
Any grade
Grade 3–4
Any grade
Grade 3–4
Any grade
Grade 3–4
Treatment-related AEs, % 82 37 72 33 71 19
Treatment-related AEs leading to discontinuation, % 11 5 13 8 10 10
• No treatment-related deaths.
• Improved safety and tolerability observed with current Opdivo and Yervoy combination cohorts compared to those previously studied.
Summary of -012 SafetyNSCLCCM-012
Hellmann et al
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Chemo doublet
Chemo doublet
Co-primaryendpoints:PFS/OS
PD-L1Expressors
PD-L1Non-Expressors
Checkmate-227: Opdivo + Yervoy in First line NSCLC
Opdivo 3 Q2WYervoy 1 Q6W
Opdivo 240 mg Q2W
Sq: Opdivo + gemcitabine + carbo/cisNon-sq: Opdivo + pemetrexed + carbo/cis
Opdivo 3 Q2WYervoy 1 Q6W
1L NSCLC
NSCLC
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Small Cell Lung Cancer (SCLC)
70%
30%
Stage Distribution at Diagnosis1
Extensive StageDisease (ED-SCLC)
Limited StageDisease(LD-SCLC)
1–2%
10–13%
0%
2%
4%
6%
8%
10%
12%
14%
ED-SCLC LD-SCLC
5-Year Relative Survival2
1. Morabito A et al. Crit Rev Oncol Hematol. 2014;91(3):257-270.2. Lally BE et al. The Oncologist. 2007;12(9):1096-1104.
10 -13%
• High Unmet Need:
– Aggressive tumor with very poor outcomes
– No improvement beyond chemotherapy for last 20+ years
– Platinum-based therapy in first line is established with high response rate but fast relapse for most patients
• Development Approach in SCLC:
– Phase 3 study of Opdivo monotherapy in second line vs. standard of care (CM-331); primary endpoint OS
– Phase 3 study of Opdivo monotherapy or Opdivo/Yervoy combination therapy followed by Opdivo as maintenance post chemo in first line vs. placebo (CM-451); co-primary endpoints OS/PFS
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CheckMate-032: Study Design (SCLC)
Open-label, multicenter phase I/II study
Opdivo3 Q2W(n = 98)
Opdivo 1 + Yervoy 3
Q3W for 4 cycles (n = 61)
Opdivo 3 + Yervoy 1
Q3W for 4 cycles (n = 54)
Opdivo 3 Q2W
Patients with progressive disease after ≥ 1 prior line of therapy including first-line platinum-based regimen
SCLCCM-032
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Opdivo 3 (n = 98)
Opdivo 1 + Yervoy 3(n = 61)
Opdivo 3 +Yervoy 1(n = 54)
Objective response rate, % OverallPlatinum-sensitive
Platinum-resistant
10 11
10
2328
17
19 19
10
Best overall response, %Complete responsePartial responseStable diseaseProgressive diseaseUnable to determineNot evaluable (no tumor assessment follow-up)
0102253122
2212138135
0191754110
Opdivo + Yervoy:Higher Response Rates
Antonia et al
SCLCCM-032
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Patients off treatment % change truncated to 100%First occurrence of new lesionConfirmed Partial Response or Complete Response
SCLCCM-032
Opdivo 3 + Yervoy 1Opdivo 1 + Yervoy 3 Opdivo 3
Per
cent
age
Cha
nge
From
Bas
elin
e (%
)
Time (Weeks)908478726660544842363024181260
-100
-75
-50
-25
0
25
50
75
100
Time (Weeks)908478726660544842363024181260
Time (Weeks)908478726660544842363024181260
Depth and Durability of Responses
Antonia et al
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• 69% were evaluable for PD-L1 expression at baseline– 16% had ≥1% tumor PD-L1 expression
Responses Observed Regardless of PD-L1 Expression
SCLCCM-032
<1% PD-L1 ≥1% PD-L1 PD-L1 not evaluable/missing Confirmed responders % change truncated to 100%
Opdivo 3 Opdivo 1 + Yervoy 3 Opdivo 3 + Yervoy 1
Best
cha
nge
from
bas
elin
e in
targ
et le
sion
vol
ume
(%)
Patients Patients Patients-100
-75
-50
-25
0
25
50
75
100
Antonia et al
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Events/Numberat risk60/9836/6135/55
mOS, months
4.47.76.0
1-yearOS rate, %
334335
Opdivo 3Opdivo 1 / Yervoy 3Opdivo 3 / Yervoy 1
43%
33%35%OS
(% o
f Pat
ient
s)
Time (Months)
272118151296300
10203040506070
100
8090
24
Overall SurvivalSCLCCM-032
• Opdivo + Yervoy regimen showed encouraging one-year overall survival.
Antonia et al
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Summary of -032 SCLC Safety
Opdivo 3(n = 98)
Opdivo 1 + Yervoy 3 (n = 61)
Opdivo 3 + Yervoy 1 (n = 54)
Any grade, %
Grade 3–4, %
Any grade, %
Grade 3–4, %
Any grade, %
Grade 3–4, %
Total treatment-related AEs 53 13 79 30 74 19
Fatigue 11 1 26 0 22 0
Pruritus 11 0 20 2 9 0
Diarrhea 7 0 21 5 17 2
Nausea 7 0 11 2 7 0
Decreased appetite 6 0 7 0 11 0
Hypothyroidism 3 0 16 2 7 0
Hyperthyroidism 2 0 11 0 6 0
Rash 2 0 20 3 7 0
Rash, maculopapular 1 0 13 3 4 0
Lipase increased 0 0 11 8 0 0
Treatment-relatedAEs leading to discontinuations
6 11 7
SCLCCM-032
Antonia et al• 3 treatment-related deaths
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CheckMate-032:Study Design (Urothelial)BladderCM-032
Open-label, multicenter phase I/II study
Opdivo3 Q2W(n = 78)
Opdivo 1 + Yervoy 3
Q3W for 4 cycles (n = 26)
Opdivo 3 + Yervoy 1
Q3W for 4 cycles (n = 105)
Opdivo 3 Q2W
Patients with metastatic/locally advanced urothelial carcinoma
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Responses Opdivo(n = 78)
ORR, % (95% CI) 24.4 (15.3─35.4)Best overall response, %
Complete response 6.4Partial response 17.9Stable disease 28.2Progressive disease 38.5Unable to determine 9.0
ORR, % (95% CI) by PD-L1 expressionPD-L1 <1% 26.2 (13.9–42.0)PD-L1 ≥1% 24.0 (9.4–45.1)
CheckMate-032: Promising Objective Responses Regardless of PD-L1 Expression
BladderCM-032
Sharma et al
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Summary of Safety -032 Bladder
TRAEs = Treatment-Related Adverse Events
BladderCM-032
Sharma et al• Two treatment-related deaths
Opdivo (n = 78)
Any grade Grade 3–4TRAEs in ≥10% of patients, % 83 22
Fatigue 36 3Pruritus 30 0Lipase elevated 14 5Rash, maculopapular 18 3Nausea 13 1Arthralgia 12 0Anemia 10 0
Select TRAEs, %Gastrointestinal 10 1Hepatic 5 1Pulmonary 3 0Renal 9 1Skin 42 3
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Colorectal Cancer Microsatellite Instability High
(CRC MSI-H)
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Hypermutation and Immuno-Oncology
• In CRC, microsatellite instability (MSI) is associated with:
– Elevated neoantigen load
– Increases in immune infiltration and expression of immune checkpoint regulators1,2
• Strong rationale for checkpoint inhibitor blockade in CRC and other MSI-H tumors (e.g. gastric, endometrial)
1. Llosa NJ, et al. Cancer Discov. 2015;5:43-512. Giannakis M, et al. Cell Reports. 2016;15:857-865
CRC MSI-HCM-142
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Opdivo 70 19 13 9 5 0Opdivo +Yervoy 30 21 7 0 0 0
No. at Risk
013 1
0
0 3 6 9 12 15 21Months
010
20
30
40
50
60
70
80
90
100
Prog
ress
ion-
Free
Sur
viva
l(%
of p
atie
nts)
18
Progression-Free Survival with Opdivo + Yervoy and Opdivo Monotherapy
Opdivo 3 (n = 70)
Opdivo 3 + Yervoy 1(n = 30)
PFS rate, % (95% CI)6 mo9 mo12 mo
45.9 (29.8, 60.7)45.9 (29.8, 60.7)45.9 (29.8, 60.7)
66.6 (45.5, 81.1)NENE
Median PFS, mo (95% CI)
5.3 (1.5, NE) NE (3.4, NE)
CRC MSI-HCM-142
Overman et al
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Opdivo +Yervoy 30 26 21 4 0 0
No. at Risk
0
Opdivo 70 34 24 20 12 021 5
0
0 3 6 9 12 15 21Months
010
20
30
40
50
60
70
80
90
100
Ove
rall
Surv
ival
(% o
f pat
ient
s)
18
Opdivo 3(n = 70)
Opdivo 3 + Yervoy 1(n = 30)
OS rate, % (95% CI)6 mo9 mo12 mo
75.0 (58.5, 85.7)65.6 (48.0, 78.6)65.6 (48.0, 78.6)
85.1 (65.0, 94.2)85.1 (65.0, 94.2)
NE
Median OS, mo (95% CI)
17.1 (8.6, NE) NE (NE, NE)
CRC MSI-HCM-142Overall Survival with Opdivo + Yervoy
and Opdivo Monotherapy
Overman et al
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ASCO 2016 – Other Key Data
Head and NeckCheckMate-141
• Phase 3 study evaluating Opdivo versus investigator’s choice in patients with recurrent/metastatic platinum-refractory SCCHN
• Results: Meaningful improvement in OS regardless of PD-L1 and HPV status; safety consistent with prior studies
• Regulatory filings under way
Hepatocellular CarcinomaCheckMate-040
• Phase 1/2 study evaluating safety and antitumor activity of Opdivo in patients with advanced hepatocellular carcinoma
• Results: Encouraging responses, duration of response, and OS data in tumor with high unmet medical need
Hodgkin LymphomaCheckMate-205(Cohort B)
• First PD-1 approved in hematological malignancies• Results: Durable and high response rates; majority of responses
ongoing at analysis• Approved in US; under review in EU and Japan
GlioblastomaCheckMate-143(Cohort 1 and 1b)
• High unmet need with limited therapeutic options• Encouraging efficacy and safety of Opdivo monotherapy and Opdivo
plus Yervoy regimen in recurrent GBM
Gastric CancerCheckMate-032
• High unmet need• Encouraging activity with Opdivo monotherapy and Opdivo plus
Yervoy regimen, regardless of PD-L1 expression• Phase 3 of Opdivo 1 + Yervoy 3 planned
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ASCO 2016: Key Takeaways
• Unprecedented first line lung data with Opdivo and Yervoy in PD-L1 expressers
• Broadening the Potential Benefit of Opdivo + Yervoy
• Redefining the Potential for Long-Term Survival
• Promise of I-O in additional tumors
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The Next Generation of Transformational Innovationin Immuno-Oncology
Mike BurgessHead of Exploratory Clinical and
Translational Research
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A High Bar for Success – Continuing to Deliver Transformational Research
Follow the science with a deep portfolio
Focus on unmet medical
needs
Innovative designs for speed and execution
High bar for success
Rapid and robust decision
making
Learn and adapt to evolving
landscape
PAT IENT
Transforming cancer care withOpdivo & Yervoy
Focused on long-term survival
Strive to developnew therapies
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StrongTranslational
Research
Broad Portfolio
Innovative and Efficient Trial
Design
Striving to Develop New Therapiesas the Future Standards of Care
Three Pillarsfor Success with New Agents and
Emerging Science
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At the Forefront of Science –Exploring New Mechanisms
Broad Portfolio
*Targets are listed by primary mechanisms. Secondary mechanisms may exist.
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At the Forefront of Science –Exploring Effector T-Cell Mechanisms
Broad Portfolio
*Targets are listed by primary mechanisms. Secondary mechanisms may exist.
Activating
CD137
GITR
OX40
Inhibitory
CTLA4
PD1
Lag3
T cell
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At the Forefront of Science –Exploring NK Cell Mechanisms
*Targets are listed by primary mechanisms. Secondary mechanisms may exist.
Broad Portfolio
Activating
SLAMF7
CD137
Inhibitory
KIR
NK cells
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At the Forefront of Science –Exploring Non Effector Cell Mechanisms
*Targets are listed by primary mechanisms. Secondary mechanisms may exist.
Broad Portfolio
Inhibitory
CD73
CSF1R
IDO
CTLA4
Dendritic cell(APC)
Tumor associatedmacrophage
RegulatoryT cell
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At the Forefront of Science –Exploring Tumor Cell Targeted Pathways
*Targets are listed by primary mechanisms. Secondary mechanisms may exist.
Broad Portfolio
BCR-ABL
BET
CXCR4
Fucosyl-GM1
HER2
Mesothelin(ADC)
Glypican-3 (ADC)
Tumor cells
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At the Forefront of Science –Exploring New Mechanisms
ActivatingCD137GITROX40InhibitoryCTLA4PD1Lag3
Effector T-Cell Mechanisms
ActivatingSLAMF7CD137
InhibitoryKIR
NK Cell Mechanisms
Non Effector Cell Mechanisms InhibitoryCD73CSF1RIDOCTLA4
Tumor Cell Targeted PathwaysBCR-ABLBETCXCR4Fucosyl-GM1HER2Mesothelin(ADC)Glypican-3 (ADC)
Broad Portfolio
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Innovative and Efficient Trial Design
Opdivomonotherapy
Opdivo+ X Combo
Opdivo+ Y Combo
Opdivo+ Z Combo
Novel Combo X+Y
• Innovative designto efficiently evaluate I-O combos for delivery of transformational effects
• Ability to explore potential benefits across range of patients
• New investigational treatments administered based on patient response
New Opdivo Combo
Triple Combo
Following the Patient Experience with Innovative Clinical Trial Design – The FRACTION* Program
Patients with advanced NSCLC(squamous & non-squamous)
PDL1+
PDL1-
I-O therapy experienced
I-O therapy naive
*Fast Real-time Assessment of Combination Therapy in Immuno-ONcology Program
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Understanding Biologic andTranslational Science – A Holistic Approach
Strong Translational Research
THE TUMOR AS AN ORGAN
INTEGRATION OF DATA TO EMPOWER:Biomarkers that predict response
New targets and rational combinations
Optimal diagnostics
Resistance mechanisms
Pathology Genomics
ProteomicsFlow Cytometry
Sample Management
FOUNDATIONAL SCIENCEI-O UP-INVESTMENT
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Transforming Cancer Care for Patients –Progress on Next Generation Therapies
Disclosures in 2016
Potential Disclosuresin 2017
Planned for ESMO or SITC 2016
Lirilumab /Urelumab
• Safety and preliminary efficacy of combinations including Opdivo
Anti-LAG3
• Safety and PK/PD of monotherapy and combination with Opdivo
Anti-Fucosyl-GM1
• Safety, PK/PD and preliminary efficacy
Data Updates• Lirilumab• Urelumab• Anti-LAG3• Anti-Fucosyl-GM1
New Assets• Anti-CSF1R• IDOi• Anti-GITR• Anti-CD73• Mesothelin-ADC• BETi
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• Focused on improving outcomes for: –Rapidly progressing disease
–Resistant & Refractory disease
–Sub-optimal response
• Pursuing next generation transformational opportunities across a broad range of disease areas and modalities
• Pioneering I-O therapies to continue our leadership
Unwavering Focus on Patients and Commitment to Quality Science
Diverse early portfolio of immunological mechanisms of action
10 clinical stage I-O moleculesby early 2017
5 targeted oncology clinical stage molecules