CompetitionJNJ's SubQ Rybrevant represents a more convenient and tolerable offering than IV, which will likely increase the competitive profile for MARIPOSA in 1L NSCLC vs. Tagrisso.
EarningsQ2 Core EPS forecast is 2% below Consensus, primarily due to higher tax.
Product ExpectationsEnthusiasm for the TROP2 ADC class has moderated, and Dr. Herbst's expectations for a broad benefit in the first-line setting have also been tempered by data presented to date.