|EARLY, I WAS HOPING THAT PIPELINE WILL BRING FRUIT.|
Today, they should terminate 007/009 and maybe some other early program and refocus Abs strategy. DARTs continue to have short half time (relative to human Abs), and appears somewhere reduced activity. Can bi-speciifc PD1/LAG 3 or PD1/CTLA4 compete with others IO combo? Well, from preclinical...I would guess yes, but from current dose/regime and NO PARTNER to speed up development (for instance GILD should be interested)....they may continue to waste $$$. I am SH, but currently do not have high hope, I will not buy another "portion"! Maybe next year, when we may know what are their competitive chances!