Overnight Market report, page-1131

Looking forward to seeing the nsclc late breaker data. My focus is on 1-49% pd1 category and looking to see increase in PFS and maybe slight improvement in ORR. 1-49% pd1 patients is the bulk of nsclc so very commercially relevant. Efti definitely the best performing io/io combo in this setting - but will the benefit be marginally significant to get big pharma onboard for a ph3 or will they be left to run it solo?

also good to see slide on insight-004 combo with merck germany reappear in latest presentation. i thought insigh-004 showed a promising enough signal to eventuate to a new trial but perhaps merck germany not interested.