NorthWest Biotherapeutics Inc (NWBO)

[exwannabe]

Trodelvy, for reference, is an ADC while it's already had trial failures. Gilead paid 21B for Trodelvy!

Gee, Trodelvy failed a trial. It happens. Especially when constrained to actual comps against a randomized arm. GILD should have used an ECA' their bad.

Regardless, implying Trodelvy is some kind of bust is a bit off target.

Gilead Reports 57 Percent Jump in Trodelvy Sales in Q3, Doubles Down on Anti-TIGIT Aspirations

Sales of Trodelvy, which Gilead markets for certain advanced breast and bladder cancer patients, increased to $283 million from $180 million in Q3 2022. In late July, the drugmaker netted European approval for Trodelvy in hormone receptor-positive, HER2-negative metastatic breast cancer. In September, Gilead shared data from its ongoing EVOKE-02 clinical trial, showing that Trodelvy plus Merck's checkpoint inhibitor Keytruda (pembrolizumab) benefited patients with advanced non-small cell lung cancer.

That makes it already a blockbuster with plenty of expansion ahead possible. NSCLC is still a good possibility as the failed trial you link was Trodlvy single agent while the other P3 is Trodelvy plus a CI.

Check back in a few years on this one.