Biotech Values

[jbog]

ghmm,

The data isn't what we're used to seeing so it's somewhat hard to wrap your mind around it. When I compare the presented data to previous Nivolumab trials everything looks promising.

The concrete evidence that I take away is the proof in the Biomarker Section that they have the ability to turn PD-L1 (-) patients into PD-L1 (+) over time coupled with the continual replenishment and increase in lymphocyte activity will provide a benefit to many patients. It seems that no matter what there is a benefit being PD-L1 (+) in most cases.

There was a question of why the don't run a small 1st line PD-L1 (-) trial to get on the market and Nektar expressed the confidence that they didn't have to limit themselves to (-) only.

Time will tell.