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Biotech / Medical : Regeneron Pharmaceuticals
REGN 703.84+1.5%10:06 AM EST

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DewDiligence_on_SI
To: DewDiligence_on_SI who wrote (2409)5/6/2018 10:24:17 PM
From: Miljenko Zuanic1 Recommendation  Read Replies (1) of 3559
 
KEYNOTE-598
clinicaltrials.gov
KEYNOTE-006
clinicaltrials.gov

Not the same, not at all. MRK is testing Pembro + Y against Pembro + placebo, hoping that trial will FAIL, and prove that Y dose not bring value to combo.

Like MBY, REGN is looking for 2810 + Y against chemo (in wast majority NSCLC). So, what if trial does show benefit of adding Y to any 2810 combo? How they will prove that their own anti-CTLA4 work as well without NEW P3 (another 4 years of trial, for OS). How they will differentiate 2810 from Nivo in those combinations? For me this is promotion of the Y and Y + Nivo, and REGN/SNY are PAYING FOR IT! IMBECILES, that is my answer to them.

IF they believe that anti-CTLA-4 have place in IO/IO combinations, bring your own candidate QUICKLY to P2 levels (define safe doses range) and start doing your own pivotal trials. Unless they already concluded that their own "Y" is at lower potency, so they need to redesign candidate and that take time.
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