Replies to post #222124 on Biotech Values

[jq1234]

I would like to see NKTR to increase NKTR-214 dose to produce ORR in melanoma and RCC as monotherapy consistent with high dose IL-2, see how far off the current dose level is. Obviously NKTR don’t want to do that because they’d lose the better AE profile selling point, plus BMY have no incentive to do that either because nivo/214 would then be no different from nivo/Ipi which BMY own full rights.

Otherwise I’d say ph3 melanoma trial more likely to fail than success at this point because these data are just not that impressive almost every way you look at them. Opposite conclusion requires giving them large portion benefit of doubt. Nivo/Ipi had much tougher time in indications where ipilimumab had limited to no single agent activity. Previously some very knowledgeable people dismissed very high ORR from nivo/214 as artifact from small n exclusively in academic centers. Comments about academic centers managing AEs better than others actually give more credence to that view because nothing in data presented so far showed nivo/214 combo had terrible/unique AE profile that required special handlings.