Competitive LandscapePfizer's decision to discontinue their B7-H4 program is seen as a positive for MRSN, as it removes a key competitor and allows Emi-Li to be an increasingly relevant therapy in the post Topo-I ADC treated TNBC market.
EfficacyEmi-Li continues to show the best response rate among post Topo-I ADC treated TNBC patients, which is an area with high unmet need.
Market OpportunityMersana's target and secondary indications offer a significant total addressable market opportunity.