Replies to post #178022 on Biotech Values

[jaybe]

We agree, since combos have broken the 80% ORR barrier with acceptable safety there's no going back to monotherapy. I'm not in this stock, but I had the same optimism with IPI-145 based on presentations like below, but ibrutinib/idelalisib changed everything, IPI-145 immediately became past tense. I hear you on 1202's safety but without an ORR on the table I remain unconvinced.

http://web.oncoletter.ch/files/cto_layout/Kongressdateien/WCLC13/CLLFlinn.pdf