I found this a few months ago, been of two minds whether to post it or not. I decided I will and more informed folks can decide whether it's worthwhile or not. Note: MK-3475 is now known as pembrolizumab.
The below list of anticipated launch dates for each of the leading PD-1/PD-L1 products across melanoma, non-small-cell lung cancer and renal cell carcinoma (source: Goldman Sachs) demonstrates, however, why analysts expect nivolumab to emerge as the leading product by 2020. Next year will be a critical one for Bristol-Myers Squibb as it looks to position nivolumab as an integral component in the treatment of NSCLC.
The calendar also provides a tangible reminder that despite a certain amount of bluster about the competitiveness of this race, AstraZeneca and Roche are not likely to launch their products before late 2016, over two years from now. There is much to play for and, as Goldman Sachs analysts note themselves, current regulatory timelines are likely to accelerate if more impressive data is generated.
2014 – MK-3475 for metastatic melanoma (2nd line [Yervoy-refractory] melanoma)
Mid-2015 – nivolumab for NSCLC (3rd line squamous)
H2 2015 – nivolumab for NSCLC (2nd line squamous)
H2 2015 – nivolumab for NSCLC (2nd line non-squamous)
H1 2016 – MK-3475 for metastatic melanoma (2nd line)
Mid-2016 – nivolumab for metastatic melanoma (1st and 2nd line)
Mid-2016 – MK-3475 for PD-L1-positive NSCLC
H2 2016 – nivolumab for RCC (2nd line)
Late 2016 – MPDL3280A for NSCLC (2nd and 3rd line)
Late 2016 – MEDI-4736 for PD-L1-positive NSCLC (3rd line)
Mid-2017 – nivolumab + Yervoy in melanoma
Late 2017 – MPDL3280A + Avastin on RCC (1st line)
H1 2018 – nivolumab + Yervoy in RCC
H1 2018 – nivolumab + Yervoy in NSCLC
H1 2018 – MEDI-4736 in NCSLC (2nd line, stage III