Replies to post #248692 on Biotech Values

[dewophile]

PFE plainly intends to move Elrexfio in earlier lines of treatment, where the addressable market is larger—and the competition is stiffer

stiff competition is an understatement! Efficacy looks about equal for regn, bmy, pfe so it may come down to safety, combinability in earlier lines, etc.
SGEN had a naked BCMA antibody that PFE will be inheriting - I'm not sure if it is still in the clinic but PFE may have a second BCMA that is bound to have less efficacy I think but perhaps play better in combination regimens? GSK has a phase 1 naked BCMA as well - seems like a waste IMO for anyone to try and jump into this already crowded space