I’ve reviewed the data carefully. The HNSCC data TACTI-002 is...

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