@VivoI agree with most of what you say.As for the AIPAC, as i...

@Vivo

I agree with most of what you say.

As for the AIPAC, as i read the announcement, this result will mean they'll focus the Phase 3 trial on the cohorts that experienced the greatest OS benefit:

"The results from our AIPAC trial are especially pleasing because metastatic breast cancer patients in the chemotherapy setting are a difficult to treat and large patient population where immunotherapies often fail to provide an additional benefit. These supportive results are also timely as we solidify the trial design for our planned Phase III study in metastatic breast cancer, subject to regulatory body interactions.”

This is one of the first trials to report efficacy of chemotherapy after introduction of CDK 4/6 inhibitors in previous treatment lines. It underlines the high unmet medical need in this patient population. Based on the excellent safety profile of efti and the high unmet medical need a phase III study of efti plus weekly paclitaxel is warranted.”


Where I disagree is the supposition that IMM management would now be more open to a takeover offer.
If anything, I think they'd be more determined to continue with their current strategy of partnering trials to bring product to regulatory approval.

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