May. 25 at 2:35 PM
$BDTX Only competition in 1st line non classical EGFR mutations is Arrivent
$AVBP. They are running a phase3 trial in 1st line PACC Mutations only. First Patient dosed in Dec 2025.
$BDTX is well positioned in this upcoming 2 billion $ market to grab all or half of it.
MC
$AVBP: 1,25 B
MC
$BDTX: 0,15 B
A buyout might happen before YE after the FDA gives green light for a P3 trial.