Point 1: I agree pillar III has a high chance of success given the successful Israel trial. Pillar II, less so. Trial design will be vitally important, as our efficacy which is a huge component for success may be similar to current SoC(doses may be different for SoC in the modern setting, so this is arguable). Safety for heart should easily be statistically different to the old doxorubicin, but as titans has previously mentioned, with the more modern doxorubicin treatments there is less cardiotoxicity(https://ehoonline.biomedcentral.com/articles/10.1186/2162-3619-1-10). So, will it be statistically less cardiotoxic?
Point 2: although there is analyst stating 4.7 b for immunomedics trodelvy, it has yet to reach those heights. It is hard to say for sure whether bisantrene will completely overtake SoC, so whether a big pharma will pay that premium is up for debate.
The rest I can agree with and see how it pans out. I think given we know safety and efficacy to some degree. Trial design and execution is our biggest risk in all of this. Hopefully, the CCSA are doing what Race have contracted them to do!
Understanding RAC, page-6
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