Competitive DifferentiationAnalyst remains cautious that this early XMT-1660 readout will show differentiation versus its three large pharma competitors.
Investor SentimentThe stock remains a 'show-me' story to investors, many of whom feel burned by last year's UpRi updates and prior management's messaging into those events.
Safety ConcernsSafety signals included 55% Grade 3+ adverse events, 15% rate of serious adverse events across all doses, 37% rate of Grade 3+ neutropenia, and 2% rate of Grade 5 treatment-related adverse events.