What have we got?, page-42

TACTI-003 HNSCC was specifically designed to demonstrate the activity of eftilagimod alpha. We saw it with proof of concept in TACTI-002, earning fast track designation from the FDA. Eftilagimod alpha appears to broaden the patient population increasing efficacy across all PD-L1 subgroups, including zero expression. ORR, the earliest read within a few weeks will be meaningful for better or worse. Across indications efti has demonstrated a survival benefit. The question is what happens if efti outperforms? Is that related to the significant allocation of newly raised funds to manufacturing? 750 patient ph3 certainly does, but what about HNSCC? We’ll know soon.