Nov. 10 at 5:42 PM
$ZNTL I suspect that some or much of the drop in the past few weeks is tied to the phase 2/3 results from Merck's ADC with a 50% ORR in recurrent platinum resistant ovarian cancer. Better ORR than Zentalis has shown. That may be why Zentalis leadership has been stressing lately that Azeno is a non-chemo option--trying to differentiate.
https://www.merck.com/news/raludotatug-deruxtecan-demonstrated-clinically-meaningful-response-rates-in-patients-with-recurrent-platinum-resistant-ovarian-primary-peritoneal-or-fallopian-tube-cancer-in-phase-2-part-of-rejoice-o/
