Pfizer’s Mikael Dolsten, Bristol’s Francis Cuss and GSK’s Andrew Witty gave updates on their companies’ progress and direction at the Citi Global Healthcare Conference. Immuno-oncology was a common thread in Dolsten and Cuss’ comments, while Witty talked about GSK’s revised pricing strategies.

Pfizer’s emphasis on oncology has yielded three new drug approvals in the last 20 months and another two promising drugs on the horizon. It is a notable achievement, but investors may be wondering when the results are going to be felt on the top line.

During Bristol-Myers Squibb's investor day March 4, management's enthusiasm for an important late-stage drug in development for metastatic melanoma, ipilimumab, was palpable. CEO designate Lamberto Andreotti told the room full of analysts and investors that ipilimumab "has the potential to become a paradigm changer in the emerging field of immuno-oncology.