RE:Gilead, one analysts take.As I reread this, one thing I notice is that it if they are running 9 Phase 3 trials, it leads me to believe that you don't have to restart all your trials at Phase 1a once you have one approved indication. That would mean you rush to get your most likely target indication and then you can ramp up with a number of Phase 3 or maybe Phase 2/3's for other indications if the dosage and safety is all the same. Maybe if you take two approved approaches in a combo, it's the same.
So THTX would only need to start back in Phase 1 if they use a different chemo to the PDC, which makes sense as that's a whole new molecule.
Wino115 wrote: I guess Daiichi is running the same tests, so Gilead is just catching up. Makes it seem like it's more of a non-event, except for the fact they're running a large number of concurrent trials around Trodelvy to see what works.
"TROPiCS-02 and Broader Trodelvy Development. Gilead guided to TROPiCS-02 data in 1Q vs. prior characterization of late January/early February.
The company presentation highlighted the breadth of the clinical development program - spanning nine phase 3 studies (inclusive of TROPiCS-02) - though unsurprisingly investors were relatively narrowly focused on TROPiCS-02 and it drove the majority of the initial questions at the Q&A. On that front, company messaging largely reiterated prior talking points, though there was notably a lack of discussion on the hurdle for clinical meaningfulness or quantitative discussions on PFS. Separately, we note that Gilead also announced plans to run a 1L NSCLC study in collaboration with Merck's Keytruda. Recall, this follows recent disclosures that Daiichi (not covered) is pursuing a similar study with its TROP-2 ADC (Dato-DXd) with Keytruda, and as such it would have been more surprising if Gilead had not pursued combinations with Keytruda."