as ken factually said, 1st drug was label expansion, 2nd drug IS NOT FDA APPROVED.
both were voucher recipients. unless a drug is a voucher recipient, then it goes thru the standard processes that i have outlined.
the share price can move significantly upon certain catalysts in the meantime, prior to the run up to an approval
an eventual deal with BP will occur upon the right data, probably ICI data rather than MSS without ICI imo.
mss-crc ORR data if good enough can move the price imo. summer update probably not enough, ESMO a better shot, ASCO-GI very strong chance
ALZ data as well. a few months enrolling a few months dosing, some more time firming the data, then an announcement
EAP data perhaps, if its a program update though not individual cases
i stop with just these 3, and not yet including liver mets, front line mss, tnbc i-spy trials, gbm, etc because i think those 3 have more near term data, like 2026 potential, while the rest probably not
obviously a surprise partnership would reset the price permanently, its a possibility near term, i just don;t expect it at least unitl mss-ORR data, or more likely the next ICI data (ICI dosed, partial responses documented, some durability achieved) in any indication.
tnbc w ICI is a lock, no matter what else happens. that takes the company and the share price forward, almost certainly. I-SPY p2 data is the longest we would have to wait, if nothing else has reset the share price in the meantime. they are also tracking efficacy in p1, so maybe waiting for p2 isn't necessary. i'm just not sure if they are dosing the ICI in p1.
both were voucher recipients. unless a drug is a voucher recipient, then it goes thru the standard processes that i have outlined.
the share price can move significantly upon certain catalysts in the meantime, prior to the run up to an approval
an eventual deal with BP will occur upon the right data, probably ICI data rather than MSS without ICI imo.
mss-crc ORR data if good enough can move the price imo. summer update probably not enough, ESMO a better shot, ASCO-GI very strong chance
ALZ data as well. a few months enrolling a few months dosing, some more time firming the data, then an announcement
EAP data perhaps, if its a program update though not individual cases
i stop with just these 3, and not yet including liver mets, front line mss, tnbc i-spy trials, gbm, etc because i think those 3 have more near term data, like 2026 potential, while the rest probably not
obviously a surprise partnership would reset the price permanently, its a possibility near term, i just don;t expect it at least unitl mss-ORR data, or more likely the next ICI data (ICI dosed, partial responses documented, some durability achieved) in any indication.
tnbc w ICI is a lock, no matter what else happens. that takes the company and the share price forward, almost certainly. I-SPY p2 data is the longest we would have to wait, if nothing else has reset the share price in the meantime. they are also tracking efficacy in p1, so maybe waiting for p2 isn't necessary. i'm just not sure if they are dosing the ICI in p1.
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