Black Diamond Therapeutics Inc (BDTX)

[dcaf7]

In PR from Sep 14, Elizabeth Buck said,
“BDTX-1535 was designed to address a broad spectrum of EGFR mutations, with emphasis on non-classical mutations that extend beyond PACC mutations”. This phrase caught my attention. Why? Because of Arrivent data presented at WCLC meeting on Sep 9, 2024. Their drug, firmonertinib, demonstrated pretty strong efficacy in NSCLC patients with EGFR non-classical mutations in Phase 1b trial. Possibly, it's why BDTX share price has been down lately. The difference between Arrivent and BDTX trials is in patient populations. Arrivent is recruiting patients with PACC mutations with no prior TKI exposure as 1st or 2nd-line treatment. BDTX is enrolling all patients after osimertinib/other TKI in 2nd/3d line in cohorts 1 and 2, and TKI-naïve patients in cohort 3. Cohorts 1 and 3 recruit patients with all non-classical mutations, including PACC mutations. Data from cohorts 1 and 2 will be released by the end of Q3 and I don’t think we should compare them with firmonertinib results. But data from cohort 3, expected in Q1 2025 might show which drug is better to treat patients with PACC mutations.