|To stem the tide by drawing from the ether circuits, the Daiichi data to me is a super positive. |
Either we are given a chance to showcase our safety profile vs theirs, and thus a comparison of linker technologies - remember DS1062 had a couple stinkers in prelim data whereas IMMU 132 has been recognized by KOLs to be sufficiently safe to consider combos with PARP inhibitors. An investigator from Harvard started his own trial for heavens sake, that is a strong signal. At ESMO don’t look at efficacy, look at safety of DS1062 to compare with Sacituzumab Govitecan.
Or, the Daichi data is great and we get a boost from having comparable technology. I have seen this countless times in recent weeks.
My reading of the stock price tea leaves is this has been a technical drop to the 13.70 level area to test support, likely stoked by the FDA wildcard. However, Patient advocacy groups will be hellbent if IMMU132 doesn’t get approval at the next go.
Remember, Tecentriq for TNBC got approved in March in the US. Patients who have recently started will need an option soon, and more than 50% are not eligible for tecentriq given lack of PDL1 expression. Patients need options asap, we have one on the shelf. Btw, Gottlieb may have had his thumb on our last application, and he has now been replaced by a guy from the NCI. We are on the glide slope...
Final toke from the ether signals for today: I think doright is Goldenberg and Bobbsy is Bezhad. That’s at least who I picture when each posts, keep up the good work you two.