Hello Subscribers!
Please see my video analysis of NUVB.
Cheers,
JNap
Full Model » www.Bio5C.com/nuvb
PS - There’s one thing I forgot to talk about in my video relating to the zidesamtinib data and the “potentially” better ORR of 89% compared to the 85% for taletrectinib in the TRUST-II (the 50% Asian / 50% Other) study. In ARROS-1, only 20% of the patients smoked, and 0% had “other mutations” in EGFR, ALK, BRAF, KRAS, etc. Two thoughts here: (1) Obviously, if there’s a second oncolytic driver of the cancer besides ROS1, excluding patients with these other drivers will improve ORR. I touched on this briefly (and the NUVB CEO spoke about this at HCW). Additionally, (2) smoking is going to reduce the ORR because there’s the potential that this is a second oncolytic (non-genetic) driver of cancer. In TRUST-II, 50% smoked. So, allowing 50% smokers for TRUST-II disadvantages NUVB relative to the 20% smokers in NUVL’s ARROS-I. I believe NUVL intentionally biased ARROS-1 to show the best possible ORR, but in real-world settings, this nuance will be exposed.
