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Msg  21660 of 22138  at  3/13/2019 9:14:56 PM  by

JoeFlow


 In response to msg 21659 by  erniewerner
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Re: EXEL SP

 "No matter how you cut it, it is a very tough act to follow."
 
agreed but also glad MMM does not appear to be intimidated given his comments today.  EXEL may not have to wait for full-blown OS to mature in CM9ER for comparison to KN426.  PFS was only 31% reduced but ORR was also impressive at ~60%.  These will probably be the first stats we hear from CM9ER.  We're not talking about cures here and there's room for improvement.  There's only 11.6% difference in patient survival at 12.8 months - minuscule HR indicates the result is real but still, it's not like a 50% difference in survival....  plenty of room for improvement.
 
I have to think the immunomodulatory activity of cabo will synergize with nivo more than axitinib does with Pembrolizumab.  


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