Clinical Trial DataThe readout will not include a meaningful look at durability measures like DoR or PFS given the lack of follow-up for patients at higher doses.
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.
Therapeutic ResistanceResistance will limit re-treatment of ADCs with topoisomerase payloads, highlighting the challenge for existing therapies.