Wednesday, October 19, 2016 2:42:30 PM
- Keytruda combo data will be released on November 11 at the SITC
- Clinical and regulatory pathways to be discussed on the Analyst day on Nov 17
- If the data is good, they could approach Merck or Roche for combinations (not my opinion; this was what PD said)
- working with FDA on clinical and reg pathway
- Regarding the JCI peer-reviewed article - "Merck agreed to allow us to use a predictive assay..."
(No hesitation whatsoever to call Merck a collaborator at another instance during the call)
- Multigene candidate can target 4-6 genes; so far such efforts from others have seen toxicity; to be in the clinics in 2018
- $28M in cash & cash equivalents since last filings; no plan to raise capital at this time
I thought it was a good call. Feeling more and more confident about the upcoming data release. More was discussed but I didn't jot down everything. Perhaps the webcast will be available to listen to again or a transcript will be available on SeekingAlpha in the coming days. GL to all invested.
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