Biotech Values

[rfj1862]

>> 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.

I'm almost out of posts for the day so whatever you say I won't be responding

But by TKI do you mean a tyrosine kinase inhibitor?

The thing with TKIs is that they tend to be cytostatic rather than cytotoxic. So while it may be a good thing to "step on the brakes" to give immunotherapy some time to work, it would be far better to kill the cell so that it releases neoantigens. A targeted cytotoxic would be the best of all worlds in combination with immunotherapy--provided, of course, that it doesn't cause leukopenia.

If you really look at the data, PARP inhibitors demonstrate the properties of a targeted cytotoxic.