Clinical Trial ResultsThe OS data in the non-squamous, non-AGA population (majority of non-squamous) is weak, with only 1.3m improvement in OS, and HR=0.89.
Product SafetyThere are concerns about the toxicity of Volrustomig, with a high percentage of Grade 3/4 treatment-related adverse events and discontinuations.
Regulatory ApprovalThere is suspicion about a straight approval of Dato-Dxd by the FDA over the coming weeks, with a delayed answer looking like a reasonable assumption.