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DewDiligence

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Re: jbog post# 219418

Tuesday, 06/05/2018 6:26:30 PM

Tuesday, June 05, 2018 6:26:30 PM

Post# of 252431
Right—if they do pursue NSCLC for NKTR-214 + Opdivo, it certainly won't be for first-line PD-L1-positive. But I have serious doubts that they'll go to phase-3 at all in NSCLC.

For BMY, there's a cannibalization risk with respect to the Opdivo + Yervoy program in high-TMB NSCLC.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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