"Breast cancer is going to include some form of Chemo for a while to come, and possibly an I/O-Chemo or I/O-I/O-Chemo as 1st line treatment. For specific types of BC, Chemo seems, so far, to produce better response than anything else. If they completely cancel BC and Bavi/Chemo - I hope we get to hear reasoning at a scientific/business opportunity level. If they don't cancel and proceed as is, or modify and proceed, it is a strong sign that there is value in proceeding with that combination."
given pphm recently updated web page and azn basket has chemo included and AZN is probably privy to the sunrise analysis, is it fair to say the players involved see the moa theory still intact? also given north's asco reconnaissance where the response rates for the pd-1 crowd still need help... or is there space where pd-1 doesn't work?
so with azn basket and nccn's 2 to 5 trials, i think we have 6 to 9 or more "shots on goal" and all we need is an assist to salvage some value...
and i think the pullback from phase 2's at this juncture is to focus on the shots on goal and open up the field to merck and others imo...
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