Biotech Values

[kld2]

I do think the market is confused about the data (much to my chagrin, I follow a ton of people on twitter and the stock boards!).

there were 9 patients who were actual non-responders from prior checkpoint treatment, 3 of whom showed complete response (33%). The currently available second-line therapy for anti-PD-1 non-responders is treatment with Yervoy which had a 0% complete response, only 10% ORR, and 35% GRADE 3-5 SAEs in a trial with 40 patients. ONCS had a remarkable safety profile.

I was reading last week about check-points inhibitors (I am in IMMU, the competitor), and I was amazed by the AES. Thirty-five percent of the participants discontinued treatment due to AES.

Thanks for your comments. K.