Nov. 22 at 12:32 PM
$IOBT So they just framed the failed PH3 as a PH2/3? They could barely fund the small and quick PH3 and now want to run a large PH3 with not only 50-100% more patients, but also considerably longer trial lenghts. Trial will prolly run 4-5 years as the design looks like Relativity-47 but with Opdualag in control arm, so no more 3 months mPFS for the PDL1- group, but rather 6 months and if the vax works its wonders the PDL1- group should largely outperform the already epic efficacy that we saw, which will greatly increase trial duration. This terrible management believes they can get 400M to fund this, after they ruined the PH3 so badly. 17 US patients, LMAO, still cant get over this epic fail. They will also compete with Moderna for the same patients, with the same combination and the same MOA. The difference will be safety, where IOBT will obviously shine and Moderna suck with their toxic trash, but noone knows who will win in efficacy. So the bet here is essentially a BO from BMS IMO
