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Biotech / Medical : NKTR Drug delivery Company -- Ignore unavailable to you. Want to Upgrade?

To: tuck who wrote (440)	11/6/2018 9:50:57 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to 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! :-(

To: tuck who wrote (440)	11/6/2018 3:39:46 PM
From: Miljenko Zuanic	Respond to of 507

So, IF NKTR-214 does not work, how can ALKS 4230? seekingalpha.com Doses are even smaller, 0.003 mg/kg/day....(cumulative = ?, clearing = ?)...., go figures!

To: tuck who wrote (440)	11/8/2018 3:21:59 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 507

Hard to say what will come out of SITC/ASH (read-out of 3Q cc), most likely CR-% and response durability may be played as factor for ongoing 1L melanoma, as well as RCC? Anyway, bit of the light that all (214) is not dad yet. Refocus on 2L relapse/refractory (PD1/chemo relapse) PDL1+ NCSLC is logical choice (as significant market population that is yet to benefit from any regiment). 20% RR may not be that bad, but I think that FDA would want to see something more in this line???!!! My first Q would be, how many subjects of the PDL1- 2L-NCSLC population were converted into "hot" tumor phenotype?