Biotech Values

[genisi]

In the trial you cited of ipilimumab+MDX-1106, there's also one arm testing ipilimumab at 3 mg/kg. This lower dose was thought to be enough in combination and was also tested with the vaccine (MDX-1379), but I assume that with accumulating data, it looks like the 10mg/Kg dose is better and AEs (especially diarrhea) can be manageable. I am not bearish at all and think the presentation at ASCO will show positive data. Will be interesting to see if this trial in HLA-A*0201 positive petients will increase RR but we'll have to wait for all phase III data.