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Re: DewDiligence post# 221377

Friday, 10/12/2018 12:50:00 PM

Friday, October 12, 2018 12:50:00 PM

Post# of 257686
Re: Atezo in SCLC

I was actually disappointed by the modest level of benefit, but it was the right strategy to pursue - start with platinum and keep for maintenance. That's what people are already doing with pembro in NSCLC, so will be easy to change the paradigm to do the same in SCLC. BMY is pursuing more complicated and less appealing maintenance strategy (i.e., hit the patient with nivo+ipi after they just got off four weeks of platinum therapy).. unless they show a lot of benefit, I don't think it'll be competitive vs. atezo. And they will likely need to narrow it to TMB high. The winning strategy appears to be in front line induction and/or maintenance. After relapse, nothing seems to work. But since cis+etop is already very toxic, whatever you add needs to be super well tolerated (like PD1). So Rova-T, for example, is likely too toxic for this strategy. Which may mean that it doesn't really have a viable strategy in SCLC.

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