Despite the possibility of compendia listing based on their existing PII's, I think it may make sense to run a RCT PIII trial with Bev. in the biggest possible 2L EOC indication now to ensure its standing with FDA, practitioners and insurers to secure some revenue as a an operational bridge to potential IMGN151 indications (and possibly a bigger buyout) and rely on compendia listing for the other combo possibilities. I think it may make sense to focus on FR-a high patients to maximize effect size which would allow them to do a smaller PIII with less statistical powering, and leave some label expansion room should 151 do much better as well as fund other potential indications for 151, 936, 632 and possibly reboot R&D. Waiting the rest of next year on IMGN151 results without initiating a meaningful PIII for a Mirv. combo seems too risky as they may be caught flat footed by competitors or lackluster 151 outcomes.
As for 1L EOC, it's not clear that they demonstrated vastly superior ORR results from their Mirv + Bev + Pt. triplet vs. the standard of care nor any sensitivity of outcomes based on FR-a expression; however I could believe that the tolerability of the drug could result in both better PFS and OS. The 1L EOC space seems more tenuous though and I think they may pass on doing a PIII for now.