The ORR keeps going down to 42%. In the past folfox chemotherapy has achieved 50% in KRAS CRC but eventually failed later.
Can you elaborate on the 50% figure that you cite? Is that in 2nd line? where did you get that figure from?
From the PR
- Of the 12 Phase 1b patients evaluable for efficacy as of the ASCO-GI data cut-off date (November 1, 2020), 5 (42%) achieved a partial response (PR) and 8 (67%) have shown a durable response ranging from 6.1 to 13.7 months
- Since the ASCO-GI data cut-off date, 2 additional Phase 1b patients have had their initial 8-week scan showing stable disease (SD) and both remain on treatment to-date
These last two patients may convert to PR.
- In the Expanded Access Program (EAP), 6 (66%) of the initial 9 patients treated have shown tumor shrinkage and remain on treatment to-date with durable responses lasting an average of 6 months; 5 different KRAS mutation subtypes are represented (G12A, G12C, G12V, G13D, A146T); all patients had received prior treatment with FOLFIRI
It's not perfectly clear, but I assume that the patients that have shown tumor shrinkage in the EAP are all PR's.
The market expects more. Well this is a known hazard of biotech investing where further trial result disappoints.
Agreed.
All in all, I'd say this was an overreaction to the data.