Replies to post #217649 on Biotech Values

[JohnWayne]

NKTR / BMY / INCY / MRK - can someone explain the excitement about the -214 + Opdivo data in RCC? ORR is in same range as other PD-1 combos (axitinib, epacadostat). Safety appears better than the former but comparable to the latter, and kind of a moot point to anchor too much to the numbers given tiny sample size.

What about clinical profile is so good to offset late comer status? Not just in RCC. Sounds like they might have some white space in sarcoma, but otherwise I’m a bit confused at the hype relative to the amount of scoffing I recall at the INCY IDO combo data.