Aug. 21 at 1:07 AM
$BCTX thanks for sharing the link. I am very deep in SLS (~200,000 stocks worth calls after booking
$400K+ profit), and learn BCTX first time from your cross post.
As per the video presentation, the CPI Phase 2 data VS Trodelvy shows Bria-IMT achieved only 13.4 months mOS compared to 14.4 months for HR+ patients. While HR doesn’t entirely based on mOS ratio, but if an ADC drug shows 14.4 months mOS, to clear the 0.70 HR Bria-IMT mOS would need to come in 19-21 months.
SLS P3 had a similar mOS target — GPS needs to demonstrate ~1.57x mOS of BAT.. in their clinical trial SLS assumed 8M BAT mos, so target GPS mos > 12.6M. How could then Bria-IMT P3 at interim analysis can demonstrate a 0.70 HR with an inferior mOS for some patients subgroup?
