Comments on Jefferies London HCC CC 11.14.19
Wasn’t expecting anything new but he did clarify some things more for the benefit of the public out there than us longs and he did say some things that we previously heard in passing that were interesting. The # 1 point he was trying to make is that the MDA data is outstanding (my interpretation). What follows below are some of his points melded with my interpretation of it.
He went over the MDA results of EGFR confirmed ORR of 43%, DCR of 90% (I get 95%?), 5.5m PFS, 19 patients still on trial and 6 are on it for over a year, and he didn’t say it but let me add, at the end of the study, the confirmed ORR can be anywhere from a low of 43% to a high of 55% since 5 patients RRs were not confirmed at the time. And we know from World Lung that the HER2 data will be in lock step with the EGFR data. Regarding EGFR, he presented data showing standard of care in 1st and 2nd Line didn’t hold a candle to the MDA data. He also explained, indirectly, how SPPIs trial will have improved outcomes due to the 3 trial improvements. For instance, SPPIs trial won’t have a GermlineT790M +exon20ins patient that showed progression from the get go in MDAs trial. You exclude that from the MDA data and ORR percentages go up 2%. Ditto on getting confirmed responses sooner. Or learnings that you want to keep the patient on a higher dose as possible when the insertion is higher up in # (i.e. from 763 – 773) and explained that having an insertion that is further into the cavity, the cavity gets smaller for which pozi w it’s unique attributes can squeeze in to attack it. When he discussed this, I had visions of an entrance to a cave where you can walk in but as you go deeper into the cave you have to start to crawl because the cave is getting narrower and narrower. He reiterated that the data, for this super hard to treat mutation, is outstanding and he gave a recent comparison of Tagrisso data at ESMO where in treating exon 20 only had a 5.6 RR.
So as you may gather, this is my interpretation of what he said. Pozi data is really exciting, we know it, and it should be just a matter of a short time where others figure it out to.
