Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Regeneron Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: CuttingEdge Bio who wrote (2771)	10/29/2019 4:25:10 PM
From: Miljenko Zuanic	Respond to of 3557

Chemo generate synergy by antigen generating, the same way avastin with ADCC, so they do help/bust aPD1 response. Idea with aCTLA4 is break-up resistance to aPD1, so low dose and modified regime (RCC or melanoma) do help pusk durable response in right direction. My guess is up to right regime to do the same for NSCLC, where aggressive regime (for rapidly progressive cancer) are needed to generate durable clinical benefit. IF REGN do not see any light with aCTLA4, kill the candidate! None will abject!

To: CuttingEdge Bio who wrote (2771)	10/29/2019 5:12:13 PM
From: Miljenko Zuanic	Respond to of 3557

<REGN was smart to go after the MRK leadership indications that dominate and will dominate the marketplace. By demonstrating similar-looking benefit in the same setting,...> I doubt very much that third country international trial, even if similar in activity, will make bigger impact on US (part EU as well) market, and keytruda dominance? IF they want to compete v Keytruda, they should do US trial, cemiplimab v pembrolizumab. Period. Like they went after lucentis. But, I guess, their thirst for advancement is not that high as before (unfortunately).