Re: Your thoughts please
in response to
by
posted on
Sep 09, 2024 03:38PM
Good question for cityslicker?
NUT Carcinoma is a good opportunity for fast tracking if the ORR stays so impressive, since there is no cure and such short survival after diagnosis ... our ORR is great so far, and our safety profile is so strong.
One approval could really help open the door for ABL (with BTD) also, if Don can actually prove his bag of magic beans are really magic, and get BoM2 financed.
On paper it looks like a long slog remaining for ABL potentially, under current strategy and if the NUT has to do a full P3 - 5-8 years possibly? Unless Zenith success and proof of concept can accelerate a full sale, or help accelerate BoM2 to a quicker and shorter P3 success.
Just sooo much can happen along the way also, as data continues to advance and come together, and if the BP's that are paying attention get itchy competitive trigger fingers, as the results and story grows.