Replies to post #212161 on Biotech Values

[JohnWayne]

Agreed. There's a place for more tolerable TKIs in combination with PD1/PD-L1, but that ship has probably sailed for tivo given the axitinib studies. When 1L market changes to PD1 combos, I wouldn't be surprised to see EXEL get a huge bump in its 2L business since there's no data to support re-treatment with nivolumab