$GTHX откопал на зарубежном форуме такой комментарий, свежий, менее месяца. Человек вроде как давно погружен в наш Перч, выложил информацию после разговора с представителем компании. Как всегда делим информацию на 3, но для себя отметил некоторые тезисы. Информация для размышления, может кому поможет сопоставить риски и потенциальные перспективы. ⚡️Специально не переводил для вас, так как получается коряво⚡️ Here is a summary high level. Company has very high confidence in TNBC P3 based on the P2 data. This is across 1L and 2L and PDL (+) and PDL (-) patients. They believe all can show benefit. The P3 study can be approx 3x worse in terms of HR vs the P2 and still be positive- just an extra 2-3 months of OS is clinically meaningful and if you recall in the P2, some groups lived over a year longer. m-TNBC patients have almost no other options - mortality is extremely high. In opinions with KOL leaders globally, this TNBC readout is on everyone’s mind and the entire oncology community focused on TNBC is extremely excited for results. The work that Shom Goel (lead investigator for the P3) and his lab have done around CDK 4/6 benefit in TNBC and other settings is going to likely change the medical landscape. They don’t have the infrastructure to file an EMA on their own or seek ROA approval for TNBC on their own - if positive they would seek a partner quickly and or a takeout. In SCLC, they will not seek an EMA based on Myeloprotection due to the reimbursement environment in Europe. If SCLC at some point shows a survival benefit they would file. If TNBC is positive they expect it to grossly help SCLC sales. The drug since its inception was built around breast cancer - this was always the end all be all for the molecule. SCLC was the first indication as it was an easier path to approval and they were confident in the Myeloprotection angle. They are equally excited about the Trodelvy combo readout as they are comfortable with the payload and tumor type - it would open up a whole host of ADC combo opps (multi billion market). It could also open up the opportunity for Trila to be given across all lines of therapy in TNBC On CRC, the drug did exactly what they modeled pre clinically - it was highly myeloprotective. They ruled out the primary suspects for failure - tumor protection and interference with the uptake of 5-FU. Leading theory now is possibly dosing of Trila and or some interaction with Bevacizumab which is notorious for messing things up. They want to focus their funding and efforts on TNBC and P2s right now in interest of shareholders and will revisit a deeper dive on CRC later. They strongly disagree with the JPM report - I’ll leave it at that - there was some other wording but going to keep that between us. They believe the share price is disconnected from reality alongside many bios. They are waiting on generalists to come back in as investors in the sector. They are highly focused on being as non dilutive as possible. They know they don’t have the infrastructure to sell and expand on their own and their goal is to seek a partner or strategic transaction as quickly as the data allows Also they have barely scratched the surface in SCLC- market opp is $300mm plus. Finally, I noticed Simcere launched a P2 NSLC trial - they are in full coordination with them on this but Simcere is funding it and trial is China only. It would help to further de-risk the science.