Biotech Values

[ghmm]

Yes the Nektar dose is remarkably low though I was actually referring to the much lower dose of the other agents needed in the models.

I think people (myself at first too) were disappointed Nektar couldn't achieve better efficacy with higher doses. They didn't go in a lot of detail but mentioned in passing part of the reason with starting the combo dose at .003 was that not much greater activity seen at higher doses (though still early). I think the plan is to escalate to .006 Q2W in the combo studies. There is a chance they could go to .009 but want more data on monotherapy before deciding. For what its worth the presenters seemed very bullish on the biomarker activity they saw and think the drug is highly active at producing the desired effect. I've come around a bit too realizing the goal isn't monotherapy so it remains to be seen just how much synergy 214 adds by making the tumors hot (hotter).