Oct. 25 at 6:11 PM
$MAIA
The data revealed in the Phase 3 poster is incredible. MAIA took scans of 19/70 patients after 9 months, and the tumors decreased in size by > 15% on average. This is a completely new data that wasn't revealed until this poster because Partial Responses in the swimmers plots only show up when the tumor shrinks by 30%. This activity is on patients that already failed CPI therapy, and this data is also across all dose levels, which means the 180mg dose could improve this data.
This makes a 30% ORR in the pivotal Phase 2 trial even more likely, and thus Accelerate Approval in 3L NSCLC more likely. These patients have no other options, and THIO could come to market with tumor-shrinking activity, and 3x OS over standard of care.
The swimmers plot was misleading because it showed a lot of "Stable Disease" data, but the underlying truth is that tumors were shrinkking in a lot of these patients.
