Biotech Values

[jq1234]

But just to be clear - the ph i data for melanoma for high expressers is actually substantially better IMO than the data in HG wo TN. Much more promising than in the HG wo TN patients, so every dollar spent on the HG wo TN in refractory BC...

I'd agree ph1/2 melanoma trial was very promising. At the time of decision on which indication to move forward, melanoma was considered graveyard, thus considered lower chance for success in larger trial. Since then it has changed.

Point to note though, patients in melanoma trial was generally less refractory (median 1 prior therapy for metastatic disease), probably due to less treatment options available for that setting. So you have to look data with that in mind. I suspect HG in less refratory BC would produce better result as well.