Strong Buy
Re: Exelixis Announces Positive Results From IMspire150, the Phase 3 Trial
"Don't celebrate yet. Wait until there is some detail added to the topline. So far, its just a PFS advantage, nothing about survival or complete responses."
While this is true, some celebration may be in order. This is the first study with top line success using the Cotellic & Zelboraf combo as the compare. All previous stat sig studies have utilized Zelboraf alone as the primary comparator. Stat sig PFS vs the combo is impressive. PFS was the primary endpoint...so let's not be too cautious.
"The study compared the efficacy and safety of Tecentriq plus Cotellic and Zelboraf to the combination of placebo plus Cotellic and Zelboraf. The primary endpoint of the study was investigator-assessed PFS. Key secondary endpoints include PFS by an independent review committee, overall survival, objective response rate, duration of response and other safety and pharmacokinetic measures."