Replies to post #76946 on Biotech Values

[dewophile]

I just think RCC and especially melanoma are difficult indications. yes the RR for RCC did look solid compared to nexavar monotherapy (20% vs 2%), but it's still a tough indication..i think (i'm not that familiar with rcc or onc area in general so please correct me, but my understanding is they likely need good PFS data to make it attractive to a partner as RR alone doesn't mean much - and I'm not sure just how much RR correlates to PFS in this indication)

also the company seems to have been downplaying the prospects somewhat so i am jsut not counting on some huge transaction (of course i hope i am wrong, but i don't think many have been ascribing that much value to the program)

[dewophile]

PS: the fact IR mentioned in yesterday's interview that they hope to find a partner later this year or next for IL-21 actually increases the prospects in my view - after all the studies are all open label so the company is seeing the data in real time and most of the studies are wrapping up