Amgen - Lumakras numbers for NSCLungAnother important P3 in oncology reported. It's a KRAS drug (targets genetic disorder) in previously treated non small cell lung. So the approach is not an ADC or like TH1902 except for the fact it's targeting a fairly rare mutated-gene seen within certain types of tumors, in this cas NSCL tumors.
They just stated it hit the primary endpoint which was a trial versus plain old docetaxol. The "informed" analysts are speculating that to say it was successful it probably had around :
An ORR of around 35%
A PFS of something over 4.3mon, but likely below 6 mo.
These are their gueses based on what plain old docetaxol had showed (much lower numbers), so for it to be considered a success. Once again, for pre-treated NSCL, the bar for a meaningful competitor to help would be around a third responding and adding 6 or more months to their survival. This is a very different approach than a PDC or ADC remember, but shows there are some competitors out there with different approaches but they are also working around the same kind of ORR's and PFS's as some of the other targeted therapies.