Tuesday, July 16, 2019 10:23:19 AM
MRKR's MC is ~400m vs 3B for IOVA. A comparable SP to IOVA for MRKR would be $68.
We know MRKR has impressive data for hematologic malignancies with durable responses. The missing piece here is whether we will see clear evidence of activity in solid tumors similar to that of IOVA. IOVA is targeting immunotherapy responsive tumors, at least to anti-PD1, whereas we will be seeing data in pancreatic cancer which has been PD1 resistant. It's therefore unlikely we'll see CR rates of 40% but any solid sign of response would be very bullish, especially when coupled with the data from hematologic malignancy. The low coast and absence of toxicity would facilitate rapid approval IMO even with a much more modest response rate than IOVA's.
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