Quote:PD-L1 is truly critical. If Leron elevates it, a partnership or buyout is inevitable.
I disagree. whether its CLOVER data or rollover or EAP or SPY or any other cancer trial, biomarkers are a nice way to track potential efficacy and early signals prior to RECIST data, but BP will require ORR and 6 month PFS at a minimum to consider making a move. That's my opinion. Hopefully i'm wrong. ASCO-GI will include ORR and 6 month PFS.
Biomarkers don;t guarantee responses, BP needs to see patient responses before throwing 100s of millions around.
but i do expect PD-L1 elevation in CLOVER. not sure it'll be great, but i expect it to be good. good enough.