Trodelvy TROPICs new data - "face saving" but not commercialNew data released today from Gilead on Trodelvy in HR+ Breast, where Enhertu is top dog. Not worth a lot of detail, but showed mildly better survival benefit than last interim release, and lower side effects than Enhertu. But not significant enough overall delta versus Enhertu. So while an endpoint "win", not expected to displace Enhertu in most clinics.
Interestingly, the HR+ bar Enhertu has set is for a first line drug is an ORR around 55% (with complete response of 3.6%), a Progression Free Surv of 10 months (vs. 5.4 for current standard), an Overall Survival of 24 months vs. 17.5mon for SOC. There's still some decent SAEs with Enhertu though -- 14% got neutropenia, 8% anemia, 6.5% leukopenia. But those are the HR+ breast cancer numbers you would have to beat to have a commercial shot in the early lines of treatment (not what TH1902 is currently going for) -- ORR 55%, PFS 10mon, OS 24 mon, with lower SAE numbers.