You are probably right. Pomanlyst is approved for the treatment of refractory or relapsed multiple myeloma patients who have tried either Revlimid of Velcade. This is the same subset of patients that Kyprolis is also supposed to treat. Thus, although their undelying mechanisms are quite different (complementary?), still Pomalyst and Kyprolis are "technically' rivals. Unless, it is establised that the combination of Pomalyst and Kyprolis is even more potent--i.e. there are strong synergestic therapeutic effects--the successful take-off of Pomalyst will be viewed by analysts as being negative for Kyprolis. It is probably true that the market is big enough for both drugs. Still, there will be some Kyprolis-displacing effects because of the entry of Pomalyst.
I would like to know what Vin, Kot and the others think about this.