Avid Bioservices Inc (CDMO)

[exwannabe]

Gee a failed piii combo drug hmmmm

With a drug that worked well in the second line P3 trial (and is already approved), and worked well in every P2 trial they have run. And has a clear MOA that is well established (Kadcyla is a conjugated Herceptin).

And even the Kad+Pert vs Heceptin+Taxane arm failed to show improved PFS. That is almost unbelievable. K has bested H+T in every trial till now, and P has been synergistic with H in this setting (and K is partially H).

Roche already "owns" this setting (1st line HER2+ MBC) with H+T+P, but it would have been nice to see the taxane component get removed (thereby reducing side effects). Might still happen, but the road just got a lot harder.

Point is, sh*** happens.