Ann: FDA supportive of Efti registrational trial in lung cancer, page-2

Nice pop in price on the nasdaq in after hours trade (something we havent seen in a while LOL).

very surprised IMM.AX share price is not appreciating into ASCO data release. We've seen heavy dumping last 3 days. My guess is positions being taken off leading into binary event / potential capital raise post ASCO data.

Im looking forward to potentially seeing OS data at ASCO for HNSCC which is the gold standard in IO drug evaluation. Positive OS data in HNSCC basically means the people who responded (ORR) are responding for a long period of time (DoR) and they are living longer (OS). Superior OS data basically would remove all doubt on EFTI's potency/MoA (we have not seen OS data for any tacti-002 arm).

Merck basically backed Tacti-003 based on early ORR Tacti-002 HNSCC data. Lets see if Merck react to superior OS data in HNSCC.