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jaybe

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jaybe

Re: bellweather1 post# 178022

Friday, 05/16/2014 1:06:59 PM

Friday, May 16, 2014 1:06:59 PM

Post# of 252358
We agree, since combos have broken the 80% ORR barrier with acceptable safety there's no going back to monotherapy. I'm not in this stock, but I had the same optimism with IPI-145 based on presentations like below, but ibrutinib/idelalisib changed everything, IPI-145 immediately became past tense. I hear you on 1202's safety but without an ORR on the table I remain unconvinced.

http://web.oncoletter.ch/files/cto_layout/Kongressdateien/WCLC13/CLLFlinn.pdf
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