Biotech Values

[jq1234]

Wasn’t really commenting on RCC ph3 which is much further down the line. High dose IL-2 best indications are melanoma and RCC. If bempeg indeed improved CRs from nivolumab alone in melanoma, should see same effect in RCC - last updated RCC data in RP2D CR=0/26 in 2018 - if not more likely than not the CR effect from melanoma was due to patient selection rather than true bempeg effect.

As of RCC, don’t think one can say nivolumab same as TKI, maybe with sunitinib but not cabozantinib. No 1L relevant comparison, but in 2L RCC when nivolumab and cabozantinib monotherapies vs same comparator everolimus, cabozantinib performed better than nivolumab in OS relatively.