RE:RE:RE:RE:RE:RE:RE:RE:ASCO relevanceThanks, Eileen. I do not have knowledge of what a P3 is worth on average, but it should be driven in part by the size of the prize at the end if the p3 works, and the likelihood it works.
From what I can gather, the size of the prize for both mBC and Panc are very huge. the likelihood is works has got to very high, IMHO, for this reasons.
Let us consider panc. To my knowledge, after looking through Pfizer reports, Tecentriq and the chemo combo that they use for a variety of indications is already approved. In fact, Tecentriq sales account for 15% of their total pharma revenues.
If we add pela to that combo, my lay understanding is that is would enhance the number of people who will get benefit, becuase of the effects on the TMI. In addition, the biomarkers should help eliminate possible patients whose immune system is already too far gone to be helped much. So in that way, given the tecentriq combo is already approved, should it not be a slam dunk to pass the efficicacy aspect of FDA trials. And we already know pela is safe on its own, and Tecengtiq is safe enough to be in use.
So should the panc P 3 be a near slam dunk? Combine that with a huge potential market, and I cannot see the hold-up other than waiting for data and bidders.
I hope that people will correct any misjudgements I have outlined above. Thanks for the greater strength of participation on this board.