Biotech Values

[mcbio]

INCY/MRUS (4-1BBxPD-L1) -

GSK/JNCE (ICOS)

On the recent GSK call one of the few early pipeline projects they singled out was the ICOS agonist. Something to the effect that they had promising data internally in combination with keytruda and they were also starting to look at it in combo w CTLA4 (as you noted in your post).
I cannot recall if they mentioned when they would unveil some of this data but my guess would be this year - I don't see any competitive reasons to keep it close to the vest if they are already touting it publicly

Thanks much. Completely different target but still under the general IO umbrella, I listened to INCY at JPM and, among their early programs, INCY seemed to single out the 4-1BBxPD-L1 bispecific partnered with MRUS (MRUS got great terms on this deal, keeping full U.S. rights).