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DewDiligence

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DewDiligence

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Re: DewDiligence post# 226787

Monday, 11/11/2019 11:44:36 AM

Monday, November 11, 2019 11:44:36 AM

Post# of 251817
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.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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