Apr. 18 at 3:42 AM
$IPHA
• pCR rate of 50% vs 27.5% for benchmark in high PD-L1 patients.
• AstraZeneca deal with Innate's opt-in option for the EU. About
$800M in potential milestones. High single digit to double digit royalties.
• Huge NSCLC market.
'Data suggest that combining IPH5201 on top of durva+CT was associated with improved 35.7% and 50% pCR rates, in PD-L1≥1% and PD-L1≥50% NSCLC, respectively, comparing favorably with the 21.2% and 27.5% reported for durva+CT in the AEGEAN study (Heymach, 2023). To confirm this trend, MATISSE continues with the recruitment of PD-L1≥1% pts. CD39+ cell density in tumor is warranted to be further investigated as an emerging biomarker for predicting pCR in IPH5201+durva treatment'.
https://www.abstractsonline.com/pp8/#!/21436/presentation/11994
