Replies to post #241712 on Biotech Values

[DewDiligence]

Addendum—NKTR/BMY are continuing two large phase-3 Bempeg trials: 1) Opdivo + Bempeg vs Sutent or Cabometyx monotherapy in first-line RCC (data expected Jun 2022); and 2) Opdivo + Bempeg vs Opdivo monotharepy in first-line MIBC (data expected Dec 2026). Nobody I know has much confidence that these trials will be successful.