"…a Pharma that acquires exclusive Bavi rights is positioned to clean sweep the revenue streams of several competing Pharma products." I agree, KT.
A major driver for PPHM is the, elbow to elbow, Tustin table.
That table, itself, will be driven by the amazing extending MOS data from 2nd line NSCLC and the other maturing trials that were designed to demonstrate depth and volume, as eloquently described by RRdog.