May. 12 at 10:45 AM
$ADCT after some more digging, I've grown confident enough in LOTIS-5 to up my stake a bit. It's not often that I risk playing P3 data. It's been years in fact. 8+ years in biotech have teached me playing RCT P3 top-line readouts is very rarely worth the considerable risk.
Small companies have uncharacteristically bad P3 odds for many reasons. One being that, trials being slower for small companies, an always evolving treatment landscape and SOC often blows the comparator arm into uncharted/unexpected territory and flunks the statistical significance.
Here thankfully there is a very clear, recent blueprint from the large P3 of R-GLOfitamab vs R-GEMOX that has settled the comparator PFS at about ~3.6 months (CI: 2.5, 5.1).
LOTIS-5 being about 8 months late, it's become pretty clear the delay is linked to good R-ZYN performance.
It could even be outstanding. GL. 🤞
