Replies to post #218580 on Biotech Values

[jq1234]

Other 1st line ph3 trials mainly from melanoma and RCC, two indications traditionally are the most susceptible to immunotherapies.

[JohnWayne]

BMY/MRK: for what it’s worth I still tend to think the drugs are practically identical, but MRK had a lot of luck and some smarts in their favor with regard to frontline NSCLC, which could be big enough to overshadow just about everything else.

I still don’t understand the reason to put much faith in NKTR after the INCY blowup, but at same time I think maybe it’ll be BMY’s turn for a little luck and -214 pans out!