Overnight Market report, page-964

Hi Joe007, check out what Enhertu by AstraZeneca are doing in this space - median OS benefit for all population on par with <65 and Luminal B from AIPAC (Low monocyte subgroup aipac performed superior but this is a small subgroup) . Enhertu received FDA approval couple months ago, which means if you run an AIPAC ph3, you need to consider the impact of patients being pretreated with an ADC.

To me, the key takeaway from AIPAC and Tacti-002 is that Efti is potent, its just a matter of finding the correct clinical and commercial setting. ADC's are the modern form of chemo, I cant see why you couldn't combined Efti + ADC.