Replies to post #217676 on Biotech Values

[dewophile]

I think newer drugs like axitinib are the real competition

but Axitinib failed in first line vs sutent.

I also think comparing ORR w TKIs vs PD-1 based tx is not reflective of odds of success given what seems to be better durability of the latter responses (just based on fact PD-1 combo has already bested sutent in first line)
so long story short I am more confident of epacadostat (and other IO combos) in RCC vs any TKI monotherapy (although TKI plus PD-1 could be tough to best as you point out)