Merck may have the very best single agent anti-PD1 in development, but as an investor I am really worried at their lack of pipeline development to combine MK-3475 with other inhibitors worries me. Read "Immune Checkpoint Blocker Race Heats Up" from yesterday, it paints a nice picture of the industry but after seeing what other companies have it worries me about Merck.
Merck will be late to the game behind BMY, and by the time it gets on the market, BMY will have Yervoy combined with Nivolumab. Then, there are smaller companies like Lion that have great technology to be combined. Any thoughts?