Biotech Values

[dangerM]

for CTMX follow this critical thread on Twitter on their anti PD1

$CTMX Stock is down 35% since ASCO. Why? After all, their whole value prop is that they can improve the safety profile of the PD(L)-1+CTLA-4 combo. Indeed,sellsiders like Jefferies's Amin parrot the company party line, that GR 3/4 TRAE of 31% were lower than Yervoy alone! pic.twitter.com/AXrRotkBWi

— Vk (@biotechinvstr) October 19, 2018

for NKTR they present at the ASCO-SITC Clinical Immuno-Oncology Symposium
- abstract (with data from 06 Nov) here https://meetinglibrary.asco.org/record/170573/abstract
- [given the 9 week cycle for efficacy evaluation, i.e. probably one observation extra for each patient:] you will have to make yourself an educated opinion on the continued effects on the 7 patients that already had their first efficiency evaluation reported and perhaps ~ 4-5 additional patients that were not evaluated
- SITC 2018 data can be found on slide 29 onwards here
https://ir.nektar.com/static-files/55ab4915-ea79-42e6-9f40-d49fa3a9b1c3
- what I noted that the only PR (as of SITC) were in melanoma