After Back To Back Failure For Keytruda Plus Lenvima, Merck Touts Durable Clinical Benefit For The Combo In Advanced Kidney Cancer
Portfolio Pulse from Vandana Singh
Merck announced positive data from the Phase 3 CLEAR/KEYNOTE-581 trial of Keytruda plus Eisai's Lenvima for advanced renal cell carcinoma. The combo showed a clinically meaningful overall survival benefit compared to Pfizer's Sutent.

May 26, 2023 | 9:36 am
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POSITIVE IMPACT
Eisai's Lenvima, in combination with Merck's Keytruda, showed positive results in a Phase 3 trial for advanced renal cell carcinoma, outperforming Pfizer's Sutent.
The positive results from the Phase 3 trial indicate that the Lenvima plus Keytruda combination is effective in treating advanced renal cell carcinoma. This could lead to increased demand for the treatment and potentially boost Eisai's revenues and stock price in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Merck's Keytruda plus Eisai's Lenvima showed positive results in a Phase 3 trial for advanced renal cell carcinoma, outperforming Pfizer's Sutent.
The positive results from the Phase 3 trial indicate that the Keytruda plus Lenvima combination is effective in treating advanced renal cell carcinoma. This could lead to increased demand for the treatment and potentially boost Merck's revenues and stock price in the short term.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
NEGATIVE IMPACT
Pfizer's Sutent was outperformed by Merck's Keytruda plus Eisai's Lenvima in a Phase 3 trial for advanced renal cell carcinoma.
The Phase 3 trial results show that Pfizer's Sutent is less effective than the Keytruda plus Lenvima combination in treating advanced renal cell carcinoma. This could lead to decreased demand for Sutent and potentially negatively impact Pfizer's revenues and stock price in the short term.
CONFIDENCE 90
IMPORTANCE 60
RELEVANCE 80