|My mistake, there was data on 010 presented some weeks ago at EULAR, and it was benign. This earnings report shows no major announcements or pushbacks I can see. The IND for 013 (PD-1/LAG-3) has been cleared (pretty sure there's been no announcement about that to date, but that is in line with last q guidance), and they are commencing enrollment shortly. Missed the CC. Will look at the transcript later.|
Could be some nuggets that come out in Q&A. For example, they should be deciding to go alone with 010 or partner it about now.