Replies to post #222126 on Biotech Values

[DewDiligence]

NKTR—…melanoma and RCC are not right indications to test PD-L1- conversion to PD-L1+ theory based on small-n single arm trial because PD1/PD-L1 are doing quite well as monotherapy in this population.

True, but people still want to see the “conversion” data anyhow.

Inasmuch as the NKTR-214/Opdivo program in NSCLC looks iffy, it’s unclear to me which phase-3 indications for NKTR-214/Opdivo will be the best ones for testing the PD-L1-conversion hypothesis.

[dewophile]

There could be utility in melanoma if you are going to mix in some Yervoy since Yervoy only adds benefit in pdl1 negative so you could spare that toxicity with a conversion - in theory