“they have second line squamous lung cancer data with their CTLA four that's looked very good in an interim showing survival against docetaxel. Docetaxel, as we all know, has been a very tough drug to beat historically, so we're all gonna be looking at the the next stage two of that phase three.”
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BioNTech announces phase three stage 2 results for CTLA-4 in second-line squamous lung cancer with survival data vs. docetaxel
Yaron Werber predicts Ascendis will have until March 2027 to convert patients if they lose the ITC patent case, with initial decision expected August 21, 2026.
Jake Beecroft predicts that achieving an Australia-like accelerated first-in-human trial system in the US will require an act of Congress.
Cullinan's lung cancer drug has a February PDUFA date for second-line indication following positive first-line phase three data.
Yaron Werber predicts ITC will issue initial decision on BioMarin vs. Ascendis patent case by August 21, 2026, with final decision by December 21, 2026.
Takeda's polycythemia vera drug (in collaboration with Protagonist) has a third quarter PDUFA date.
John predicts Coursera will run two studies (biomarker and outcomes-based) for their PCSK9/angiotensinogen siRNA program
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