If the drugs can be combined w PD-1s effectively (easier said than done) then that could transform a drug from "incremental" to "innovative". It also has the added commercial benefit of setting the PD-1 apart from the pack so could really lead to a large premium in any BD deal.
Funny that is exactly what I was thinking. My task is to advise a company entering the oncology space on where there are gaps that need to be addressed, therapeutic areas where opportunity still exists.
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