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Biotech / Medical : NKTR Drug delivery Company

NKTR 55.97

+1.5%

Nov 7 9:30 AM EST

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From: Miljenko Zuanic	10/23/2018 6:57:37 PM
	Read Replies (1) of 507

From other tread: Message 31849702 <"Per MofA, it does not looks that RO6875281 will be combined with PD1(L1) as synergy combo regime, so general thesis of direct competition is not valid, IMO."> RO6874281 Yes, this my statement was wrong. IL2v bind to IL2Rbeta/gama (selectively). Dose that they used 5/10/15 mg ( QW or Q2W) made me think mechanism is more like ADCC than subtle change in Treg/Teffec balance/proliferation in favor of effector T cell (CD8+). After reading (quickly) the article on CEA-IL2v pre-clinical work (from Roche) ( ncbi.nlm.nih.gov ) and assuming that IL2v is the same construct as in FAP-IL2v (RO6874281) it is reasonable to conclude that Roche candidate does compete directly with NKTR-214 in IO/IO market.

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