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RockRat

08/23/17 8:30 PM

#213234 RE: DewDiligence #213233

For context, note that AZN late last year gave up on monotherapy in H&N (having endured a clinical hold in that trial, too) after Keytruda got approval in this indication, making enrollment harder and the regulatory bar a bit higher. AZ appears to be going on in cervical cancer (among others) with an Innate drug, but results won't be out for a couple of years, and it's just a P1.

I've been tempted to start another position on recent weakness. Have you been adding here, or were you tanked up already or . . . ?

Gotta go for now.

Regards, RockRat