Drug DifferentiationBelrestotug stands out as the only anti-TIGIT in development showing monotherapy activity in Phase 1, indicating its differentiated and potentially more effective approach.
EfficacyThe combination therapy of belrestotug and dostarlimab in non-small cell lung cancer has demonstrated a confirmed 61% overall response rate, significantly higher than the 28% seen with dostarlimab alone.
Financial OutlookThe current valuation of the stock is considered attractive, with multiple promising projects underway and sufficient cash reserves to support pivotal studies, offering potential for a 5-20% upside with limited downside risk.