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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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To: tuck who wrote (440)11/6/2018 9:50:57 AM
From: Miljenko Zuanic  Read Replies (1) of 507
 
Thanks.

IF you eliminate super-progressed (one or two from first 28, and 2 from next 10....ASCO), than response rate is 5/8 or +60%, which is better than O + Y.

Even IF they do have 50% RR in P3-M study, with durable response, toxicity of the regime will be much better than O + Y. Nonetheless, I do believe that they did not fully optimized doses (0.09mg/kg) should not be that *TOXIC*????

I am not happy with my bet on NKTR! :-(
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