Thanks for inviting.
If you look at ESMO poster, SD-101 also has 70-72% 0 prior line of therapy (treatment naive) patients in both 2mg and 8mg group. So no big difference.
Scientifically, it is possible, with PD-1 monotherapy, some PR didn't turn into CR due to exhaustion of T cells. NKTR-214 may prevent that by boosting T cells with IL-2.
On the other hand, SD-101 can turn non responder to responder by activating DCs. Nonetheless, I expect SD-101 CR eventually reach 24-27% as many patients only had 1-2 scans but CR come at 2,3,4,5th scans.
At the end of the day, it may be the best to combine all three. We may reach 90% ORR and 50% CR.
With that said, I only own DVAX, no NKTR.