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antihama

03/21/19 2:12 PM

#2567 RE: Tartiaboy #2566

you have to concede that they don't have their act together.

While true, I still give a lot of the blame to RS. It took over 2.5 years before they got in place their current CMO who has been on the job since Nov. I still shake my head that they didn’t get BTD for pozi w the MDA data they presented but I could envision a different outcome if LF was at the FDA meetings instead of TR. I’ve argued that they could use their current Z20 data to resubmit for pozi BTD. Totally doable but Spectrum constantly underperforms. Ditto on submitting a NDA for pozi cohort 1 data in the 2nd – 3rd Q. As I noted previously, Ariad submitted brigatinib for approval 5 months after the last patient was enrolled. Or submitting interim Z20 pozi data at ASCO. Or pozi BC data at the SABCS (I believe you think that it’s dead but we’ll see) even if not earth shattering it could still be positive. So I also concede they underwhelm w their timelines but one of these days it has to change. Afterall they have the pozi data to do so. Come on Spectrum.