So I guesstimate a 35% market share in that 40% tki monotherapy population.----- I dont believe that 40% monotherapy tki market share will change that fast in community setting. I would love to see if community setting docs have adopted cabo in first line or if it is mainly academic centers?
I also believe checkmate 9er could be significant on cabo sales if the study can demonstrate differentiated activity vs the pembro/axitinib combo.
I believe like you they can drug those 1st line patients a long time and increasing that market share is bigger than most realize. I also believe monotherapy cabo will still get a good portion of those patients back in second and third line monotherapy rechallenge imo. Mostly third line rechallenge though.