Biotech Values

[JohnWayne]

NKTR: you need a controlled trial to have proof that this combo can turn pts from PD-L1 neg to pos. It is well known that PD-L1 is a dynamic marker that can change over time, so how does NKTR data prove that this change is due to combo, especially in highly immunogenic tumors like bladder, melanoma and renal? (Rhetorical question.)

I know I’m broken record but I still find NKTR data no more convincing than INCY epacadostat, and we all know how that turned out. No single agent activity (as far as I can find, if someone has evidence please share), no toxicity, and then PD-1 combos with a handful of pts in tumors that are highly responsive to single agent PD-1. That combined with what feels like undue arrogance from mgmt gives me a bad feeling.