>> Personally my money is on TKI and ADC since I think both hold promise in combination with PD-1s which may not be fully appreciated by the market
I agree with that completely. In short to intermediate term, combination with proven drugs and mechanism is the way to go which is why I say MRK opportunistic. Roche have a lot more than just IL-2 variant alone. They investigated then abandoned several popular IO targets quickly that proven right later.
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