Biotech Values

[jbog]

JohnWayne,

I actually think the NKTR-214 data looks pretty decent at this point. It's a hard drug to follow because our normal thinking has always been that a solid tumor has to be hit hard and fast, showing almost immediate results. NKTR-214 is slower acting, maybe that's why the side effect profile is acceptable, while the drug almost has an cumulative effect and response rates continue to increase.

If you look at the initial patient groups from last year you'll see the response rates increased over time.

The up to date info at Asco should be interesting. In my view yesterday was a good time to place your bet.