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NKTR-214 addendum: Even if the SITC melanoma data

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DewDiligence Member Level  Monday, 11/11/19 11:44:36 AM
Re: DewDiligence post# 226787
Post # of 238450 
NKTR-214 addendum: Even if the SITC melanoma data are modestly bullish for NKTR (as I contend), they might be modestly bearish for BMY.

If Opdivo + NKTR-214 eventually gains commercial traction in melanoma, it could come at the expense of Opdivo + (low-dose) Yervoy usage in that setting. BMY owns 35% of the net profits on NKTR-214, but 100% of the net profits on Yervoy.

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