I motsetning til ved cellegiftbruk er det omvendt for immunterapi: PFS er ikke en spesielt god målestokk, mens OS er for immunterapi. Nedenstående uttalelse er derfor antagelig ikke helt relevant med “discrepancies” i PFS. Det vil være forventet. NIPU-studien ga jo derimot signifikant forbedring i OS med UV1-kreftvaksine, som er det avgjørende.
Ultimovacs: NIPU OS data are intriguing but not a home run
RESEARCH NOTE
2023-10-24
07:00
Redeye judges that more mature NIPU data, indicating OS and ORR benefits of UV1 addition to double CPI therapy, paves the way for late-stage trials with UV1 in mesothelioma. However, OS data still seem immature, and some question marks remain. We note high discrepancies in PFS readouts from BICR and local investigator assessments, likely requiring phase III data for clarification. Still, OS is the ultimate efficacy endpoint that matters, with PFS merely constituting a proxy for OS in some indications. We increase our estimated LoA for UV1 and valuation.
Christian Binder