No, the claim is that if they make it to market, the treaters will be using other options with better efficacy and similar safety profile. For example, Regnum will have a very difficult time converting treaters to writing LL.
CoV failed to meet any trial endpoints. mTNBC data is dubious and the FDA rejected it for BTD and the SEC and the DOJ are investigating it for false and misleading reporting. There isn't clear data as to what is real -- lumped naive and R/R patients, trial and compassionate use, unproven model, its all unreadable. Thus the SEC and DOJ actions.
If a drug is not competitive it's not worth spending shareholder money commercializing it as it won't generate much revenue.
The data is the data unless it has been misrepresented and manipulated as in the case with LL's CoV and mTNBC data.
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