Mar. 10 at 3:59 PM
$NVCR ok, I have 2 takeaways from Leerink talk.
1) Frank is a more thoughtful and insightful communicator vs Ashley.
2) Panova-4 results will be announced in standard NVCR fashion: topline numbers only, no details, with the full data set to be described at future conference / publication. (timing might work for late breaking preso at ASCO, but who knows...). That said, Frank also commented that there will be no next steps yet, that will be determined later in the year. If it is not obvious exactly how to proceed, that could mean A) good results not yet competitive with RAS inhibs, or B) want to show to FDA / NCCN to see if they can expand label right away (?)
Regarding #2, this clearly means Pan4 had some kind of 'good' result /signal, and was not a complete flop. Frank also emphasized in his talk that the future will be built around TTF + IO. But then talked about TTF + RAS inhib combo. so it is all as clear as mud IMO
