Spot on, I pointed this out in an earlier post.
This space is very competitive and will continue to be. Ultimately it will come down to two factors: 1) whether Veyonda improves response rates to these checkpoint inhibitors and 2) the outcome of competing trials.
Even if Veyonda were to outperform in both cases, it will still be subject to continuous and intense competition. NOX is resting its hopes on Veyonda's first-in-class action, which is not yet fully proven to work (based on the current standards that need to be met), but nonetheless would be difficult to replicate in the short-to-mid term.
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