Biotech Values

[dewophile]

re ipilimumab

These are very impressive pictures

yes but don't get carried away - other companies have had CRs in early trials of melanoma, and i don;t need to remind you of the success rate historicaly in this indication

Any sense for the % of patients who respond to therapy?

about 10%. i would suggest you check for old abstracts for both CTL4 antibodies (pfizer has one in development) - we're not talking huge response rates here (but if they can get druable responses and CRs then that will be quite meaningful even with a modest overal RR)