Oncology Position

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anonymous said:
With 5 Pd-1's or PD-L1's on the market, is this oncology position worth a look? I have a ok job in oncology but need to make a change.
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Selling IO in oncology is great experience. The majority of treatments will be combinations with IO plus regeneron pays well, gives stock and has car allowance. I see a lot of upside. Every company has their positives and negatives. For me, the direct manager makes my decision.
 












The hole gets deeper as Merck increases its lead in the I/O space.

MRK, +5.25% surged 2.6% in premarket trade Monday, after the drug maker said its cancer treatment Keytruda met the primary endpoint of a phase 3 trial evaluating the Keytruda as monotherapy for the first-line treatment of metastatic non-small cell lung cancer. The primary endpoint was overall survival. An independent data monitoring committee (DMC) determined that treatment with Keytruda resulted in significantly longer overall survival than platinum-based chemotherapy in tested patients.
 












anonymous said:
Selling IO in oncology is great experience. The majority of treatments will be combinations with IO plus regeneron pays well, gives stock and has car allowance. I see a lot of upside. Every company has their positives and negatives. For me, the direct manager makes my decision.
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yep, tremendous interest in combinations, and the vast majority will be pembro or nivo based.
 




























































I wouldn't get too comfy. EMA press release on 4/3, nothing on BLA. Something isn't right here. If the BLA isn't filed by the earnings call next month, investors are going to crush the stock. Lots of hype built into the price.
 
























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