Aug. 26 at 3:06 AM
$CNTX So it makes sense why they're not releasing more data for weekly dosing in Q4. There are only 2 unreported ovarian patients. Even if they had no response to the treatment it would still be a 22% ORR vs 29% that was reported. The other types of cancers there have only ~2-3 other patients. Not worth it.
If we break it down to doses, 140 microgram has 33% ORR with 4.75 prior lines average, 280 micrograms has 50% ORR with 4.5 prior lines average. 210 micrograms has 0% ORR however, if you look at the 2nd image, those patients were all so sick, an average of 9 prior lines of therapy, which is basically double the average lines for 140/280 mirograms!
N=7 or not, CTIM-76 is super active and durable, and Q3W dosing for less sick patients could lead to a very high ORR. I stand with my 30% - 50% ORR prediction. It's game over if the data is a homerun especially for a larger n, and we can join these other high ORR in solid tumors TCEs.
Average down and hold for Q2 2027. Odds are in our favor!
