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DewDiligence

01/23/20 6:34 PM

#228393 RE: jq1234 #228392

NKTR—…you knew CMC issue as major already - which is why our main takeaways from JPM call are different.

I do not understand what you mean—please clarify.
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DewDiligence

01/23/20 7:38 PM

#228399 RE: jq1234 #228392

NKTR—I never heard WL in any previous CC…he seemed better than others.

He’s well qualified for the job:

https://www.nektar.com/company/our-leadership

Wei Lin, M.D., joined Nektar in November 2018 as Senior Vice President of Clinical Development and Head of Nektar’s Oncology Programs... Prior to joining Nektar, Dr. Lin served as the Global Development Leader for cancer immunotherapy in lung and head and neck cancer at Genentech. During his seven years at Genentech, he held several senior leadership positions of increasing responsibility including Global Clinical Leader of Cancer Immunotherapy in lung and head and neck cancer, where he led a team of 20 medical directors and clinical scientists and directed clinical development strategy for cancer immunotherapy in lung cancer and executed registration trials in lung cancer and head and neck cancer including the successful readouts of five Phase 3 trials in first-line lung cancer and regulatory filing of three of these trials.

…Dr. Lin has extensive clinical research experience and has been published in more than 15 peer-reviewed journals. Dr. Lin received a B.A. in physics from Haverford College and an M.D. from Harvard Medical School. He completed a residency in internal medicine at Massachusetts General Hospital in Boston and a fellowship in medical oncology at the University of Texas M.D. Anderson Cancer Center.

None of this guarantees that bempeg will work out, of course.
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miljenko

01/24/20 1:54 AM

#228401 RE: jq1234 #228392

Update data from RCC PIVOT2 (bem v bem+nivo) has very little weight on P3 RCC program. P3 RCC end-point is bem+nivo v Suni/Cabo...so if nivo is much equal to TKI, adding bem to nivo may help in ORR/OS...primary end point is not out of reach. What it means for marketing is different point.

Bem is the mess, nonetheless.