MSS is not tnbc though. so at least for MSS, BP wouldn't
MSS is not tnbc though. so at least for MSS, BP wouldn't make a move just because PD-L1 is upregulated. if we move the argument over to tnbc, then i see the logic to your argument. i disagree that they would do anything without the responses being confirmed prospectively in tnbc, but i see the logic and can imagine it happening your way.
i just think that if they believed the existing data, then they would have made a move already right? why not make an offer based on the 5 alive and 88% pd-l1 for 525 / 750 dosages? or do you think that they believe the pd-l1 was due to leron (and hence would make a move based on more pd-l1 data without response data), but they also do NOT believe that the responses were due to leron / ici? otherwise, if they believed the data, then why would they be waiting? and if they wait, why not wait for response data?
we probably agree that BP knows what went on, they know leron / ICI works, but they just don't ever move without certain boxes being checked.
i don;t think they have any need to rush. once an offer is made, they'll have a chance to counter. hence, why not wait on the usual data (biomarker / response / durability)?
this really comes down to whether you believe in BP FOMO or not. you do. i don't. your argument makes sense if FOMO exists. mine might make sense if they don't have FOMO. and luckily it'll all come to a head soon enough, either way.
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