Biotech Values

[miljenko]

You are correct, in PIVOT2 there was no CR in 1L RCC, still there was some time-improvement (2018 v 2017), and they did not reported anything in 2019. Logic dictate that picture was not as rosy as was for melanoma, maybe due to pts selection, maybe due to RCC-nature.....

Regards the 2L RCC, Cabo was not much better that Nivo (RWD):
https://www.ncbi.nlm.nih.gov/pmc/articles/PMC6476457/

In P3 Cabo is limited to 50% of the comparator arm, so even small Bem benefit may produce 10-15 (or maybe 20%) OS benefit (those who respond may respond longer???). But that is more or less irrelevant in fast changing treatment options in RCC. The better may be to add IL2 to TKI/PD1 combo?
BMY is running new dose optimisation P1/2 in RCC as well, so it appears max benefit is (may) not reached with current combo-regime.
Confusion from start, mess now, even more mess to come? But IL-2/PD1 combo is for real, IMO.