Replies to post #217660 on Biotech Values

[poorgradstudent]

NKTR:

Yeah I'm just assuming that their most recent update, and those going forward, are for the treatment naive cohort. Reasonable given the response in the second line.

I haven't heard the company specifically say but with the way some have gone from SD to a response may be possible for some that do not get SD (and go off therapy) might in time have had a response if treated longer (or treated at a higher dose).

I'd think this is not it. If they did not get SD, then presumably they progressed and could not be labeled as PR later on.

Either way, I think it's relatively clear now.


One thing these PD-1 combo companies don't yet provide is a breakdown of the actual PD-L1 results. In melanoma at least there is some evidence that response to PD-1 monotherapy trends up above 1% PD-L1. I'm mindful that some of these high response rates presented by various combos may have a skewed population of rather high PD-L1 expressing patients.