IMM 5.36% 29.5¢ immutep limited

Entering Phase 3 trials is big news. There is no published...

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    Entering Phase 3 trials is big news.

    There is no published projected market size or potential revenue for Immutep if the efti and KEYTRUDA combination receives FDA approval. However, some relevant information can be inferred:The combination is initially being evaluated for first-line treatment of metastatic non-small cell lung cancer (NSCLC). The global NSCLC market is estimated to nearly double from current levels to $48 billion by 2031.If approved, the efti + KEYTRUDA combination could potentially address the entire frontline metastatic NSCLC population, including the ~75% of patients with low or negative PD-L1 expression who respond poorly to KEYTRUDA monotherapy.

    This significantly expands the commercial opportunity compared to KEYTRUDA alone.The combination has demonstrated substantially improved efficacy over existing KEYTRUDA-based regimens, including superior median overall survival. This could justify premium pricing for the combination.

    Under the collaboration agreement with MSD (Merck & Co.), Immutep and MSD would likely share in the revenue from sales of the approved efti + KEYTRUDA combination regimen across global markets.Successful commercialization in NSCLC could enable further development and potential approval of the combination in other cancer types like head and neck cancer, where promising data has been observed. This would further increase the market opportunity.

    While exact projections are not provided, the search results suggest that if approved for NSCLC, the efti + KEYTRUDA combination could capture a significant portion of the large and growing NSCLC market by addressing more patients, enabling potential premium pricing, revenue sharing with MSD, and further expansion into additional indications.

    Waiting can be frustrating but the possible rewards are enormous.
 
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