Hi Lucky, Like your write up. I do think the results are more positive than you're concluding but personally I'm discounting the IV results as they appear to be underperforming. I also don't see the lack of market announcement as nefarious as this is only a small subsection of data from the trial presented for an academic audience. I'd hope to see a more complete update on the trial soon and would definitely hold your concern if one doesn't eventuate in the next month or so.
The other thing I'd add is that it's probably too soon to write off the Pembro combo, only 2 patients out of a planned 12 were administered in combo with IV and evaluable at the data cut. The shift to FOLFOX can be explained by the safety profile enabling combination with FOLFOX chemotherapy, which is roughly what they've said in the Conclusions.
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