Replies to post #242451 on Biotech Values

[semi_infinite]

AGEN got a substantial upfront from BMY last year for bispecific TIGIT pre-IND program too. Not much reaction as AGEN has other non-TIGIT projects. Theory sounds good. Perhaps NK and T cells exhaustion.

[DewDiligence]

RCUS -13%/AH on_interim phase-2 results_in NSCLC”

https://finance.yahoo.com/news/anti-tigit-domvanalimab-containing-study-220000445.html

At the time of data cutoff, efficacy was evaluated in patients who had at least 13 weeks of follow-up and were therefore potentially eligible for at least two imaging scans (n=133), and safety was evaluated in all enrolled patients (n=149). With a median follow-up time for efficacy duration of approximately 12 months, both the doublet and triplet combinations demonstrated clinically meaningful improvements in median progression-free survival (PFS) and six-month landmark PFS rates compared to zimberelimab monotherapy, with a 45% reduction in risk of disease progression or death for the doublet and 35% for the triplet.

The phrase, “clinically meaningful” used in a standalone manner is a tell that the results were non-statsig.