Biotech Values

[ghmm]

NKTR:

Agree with what you said. IL-2 therapy (in Melanoma at least) on its own I believe is like 9-10 cycles (though most patients can't tolerate more than a couple even in ICU environment). I believe its one of the best (though still low) chances for a cure just few can get through enough cycles.

There also wasn't (in the abstract) a break down of patients from those newer to therapy vs. reported earlier to know the ORR of the same patients.

The other angle people are overlooking is 214/Nivo is not the only route forward. They are pursuing multiple combo's though most are earlier stage (there are a couple of posters at ASCO) it seems the new deal will have triplets (214, Nivo, Yervoy).