Oncology Position

























No approval in lung, that dumbass is wetting themselves over response rate data in a phase I trial. There's a long arduous road ahead for a lung cancer approval. Hell, not even approved in cscc yet. In today's oncology market, approval is no guarantee of commercial success either. Good luck, it's going to take a lot of it on this one.
 






No approval in lung, that dumbass is wetting themselves over response rate data in a phase I trial. There's a long arduous road ahead for a lung cancer approval. Hell, not even approved in cscc yet. In today's oncology market, approval is no guarantee of commercial success either. Good luck, it's going to take a lot of it on this one.
True dat. The pool is calling.
 
















































You guys are dimwits.

Immuno-oncology is projected to be a $30 billion market and Merck bet the farm on Keytruda taking the lionshare of it.

Regeneron is a small company. You don’t need a PD1 homerun. What would 1% of $30B do for your bottom line. $300M per year? Not bad. Go for more but not bad.

You need to be in it but you don’t have to win it.
 






You guys are dimwits.

Immuno-oncology is projected to be a $30 billion market and Merck bet the farm on Keytruda taking the lionshare of it.

Regeneron is a small company. You don’t need a PD1 homerun. What would 1% of $30B do for your bottom line. $300M per year? Not bad. Go for more but not bad.

You need to be in it but you don’t have to win it.


And you don't understand the obstacles to market entry at this point. They will be lucky to sell $15M the first 12 months.