Black Diamond Therapeutics Inc (BDTX)

[dcaf7]

Interesting presentation by David Epstein at Cowen today. He said that Osimertinib currently is not used in 2nd line setting, only in 1st line. What does it mean for 2nd line post Osimertinib therapy? It means simply a loss of T790M mutation. And they don’t see T790M patients in BDTX-1535 Ph1 trial. What they do see is Osi-resistance mutations, like C797S. They also see a whole family of mutations in EGFR that occur on a backbone of a primary driver mutations. Therefore, high unmet medical need in 2nd line setting. This observation has been overlooked by virtually every company developing 4th generation EGFR inhibitors.