Certainly may be a part of it. Some of the ORR data in the abstract were 100%... perhaps people thought INCY was BLUE and everyone would be cured forever.
As per usual, whenever we get new data, we end up waiting for the next set. Durability is going to be key, and the AE profile will factor in. At the least, the pembro + IDO's AE profile appears relatively mild... but still early days.
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