Biotech Values

[poorgradstudent]

Not sure about the switches but for sure the news benefits bi- specifics.

Bi-specifics still have significant AE profiles.

One advantage that bi-specifics do present is dosing flexibility. Going forward, I think successful companies and regimens are going to entail more flexible dosing strategies.

As companies begin to track the characteristics and maturation of these various immune cell lineages, I think smart players will develop a pipeline to strategically dose combinations of antibodies and small molecules. Dosing flexibility to allow stage- and duration-specific administration of the drugs in the cocktail will be a strong advantage, imo.

In that regard, I think companies with mixed pipelines will be stronger than those relying solely on small molecules or solely on antibodies.