Investor SentimentThe stock has recently been pressured due to investor disappointment around the topline results for VERITAC-2.
Market CompetitionUncertainty about the impact to the 2L ESR1m opportunity after AZN announced positive SERENA-6 topline results, which could impact relevance in the 2L setting.
Trial ResultsThe trial did not achieve statistical significance in the ITT population, suggesting that the ESR1wt patients likely did not benefit meaningfully from vepdeg.