Replies to post #203170 on Biotech Values

[Titan V]

I think so too. Plus they seem to still believe in combinations.

Short version of interview with $BMY: We didn't focus on the smallest group of patients; still believe in combo trial.

— Matthew Herper (@matthewherper) August 5, 2016

[ghmm]

BMY IO Combo's:

Couldn't the case be made that BMY would be more likely to do IO combo deals that could be synergistic?

NKTR said they will be combining with a Checkpoint inhibitor later this year in their Phase 1/2 214 study but didn't say which one(s). Their preclinical data shows very good synergy.

I am long NKTR so I am likely very biased :-)

EDIT: Here is a link to NKTR's 214 page with access to their posters
http://www.nektar.com/product_pipeline/oncology_nktr-214.html