Biotech Values

[RockRat]

First blush, NLNK's data looks better than INCY's to me. Better SAE profile, better CR rate, slightly better mPFS and ORR. A win for NLNK, IMO, unless INCY's ECHO patients' were sicker. I haven't come across the baseline data for ECHO yet. Interestingly, NLNK intends to take a smaller dose (600mg/kg versus 1200mg/kg) into P3.

Regards, RockRat