Replies to post #221643 on Biotech Values

[DewDiligence]

The 35% in US and 60% ex-US of total from lung will come down significantly in the coming years!

Unless BMY pulls a rabbit out of the hat with respect to TMB... or finds some drug combination that works as well as Keytruda/chemo.

[DewDiligence]

(BMY)—Enigmatic TMB comment by Roger Perlmutter on MRK’s 3Q18 CC:

https://finance.yahoo.com/news/edited-transcript-mrk-earnings-conference-200112434.html

I think that the question of how it is that mutation influences response rate, which it clearly does, is important to understand. People jump to the conclusion that that's neoepitopes and improved immune response. Not so clear for a whole variety of reasons.