I’ve reviewed the data carefully. The HNSCC data TACTI-002 is impressive, doubling the PFS and almost tripling the ORR for single agent pembro alone is significant. I’m sure the OS data we’ll beat pembro as well given 2/3 still alive at 9 months.
the lung data is less impressive - 1st Line nsclc not much better than single agent pembro
the avelumab combo is interesting especially given the responses in the cancers previously unresponsive to IO - mesothelioma and pd-l1 Negative cervical
if the head and neck data plays out its only a matter of time before the compound is acquired
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