The company will imminently start its third pivotal trial of PF-08634404.
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But the Day One deal is still 29% below where the shares stood at the start of this year.
ALE.P03 is the biotech's third anti-Claudin1, and its second ADC.
While InxMed, Takara and L&L have phase 3 plans in lung cancer and beyond.
The Chinese group will soon start a pivotal trial of its ADC ruza-can in first-line NSCLC.
The company will be the first to take a FcRH5-targeting project into phase 3.
Like Orserdu, giredestrant works in all-comers in an ESR1m-enriched trial.
The Rosetta Breast-01 phase 3 trial will only evaluate patients with low PD-L1 expression.
