Replies to post #215052 on Biotech Values

[ghmm]

NKTR / BMY:

I am probably biased but I agree :-)

Here is the slide deck from the investor/analyst call
http://files.shareholder.com/downloads/NKTR/5526231820x0x963823/31BC81B9-0A4E-468F-81F4-4DC74C2D40AF/NKTR-SITC2017-investor_presentation.pdf

A couple things that stick out all with the caveat of small n's.
1. It would appear some of the CR's happened LATER and some PR's were improving according to the doctors there so the potential to improve response as more scans occurs is not only possible but seemed likely (supported by the spider graphs).
2. The SAE profile would appear possibly BETTER then single agent Nivolumab. They actually gave some rational related to TREG's and different autoimmune diseases which relates to Nektars licensed drug 358. Two SAE's at I believe the .009 included hypotension and didn't catch other case both resolved and patients resumed treatment (at lower dose).
3. There seems excitement about enrolling expansion and sarcoma study. Said 50 patients already enrolled in expansion and Investigator for Sarcoma said thinks it will rapidly enroll after this data.
4. Pointed out 2 PR's in expansion one Melanoma and one in triple negative breast cancer.

A lot to absorb in the call just a few things that stood out.