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Dr Efevretis's avatar

This is an enormous amount of work and it shows. Building the whole history as a ladder of increasing specificity, from Mustargen killing anything that divides through to Gleevec targeting one fusion protein, is what makes the last section land rather than read as hype.

Your line about intismeran being precision oncology taken to its logical extreme is the sharpest thing here, and the CAR-T comparison is what proves it. Every rung below it, CAR-T included, is one molecule or one construct given to a population. Intismeran isn't. Which makes it a different kind of object to evaluate. What INTerpath-001 is testing isn't a drug's effect, it's how reliably a pipeline (sequencing, neoantigen selection, manufacturing) produces a good product for every single patient in that arm. The hazard ratio is a statement about process consistency as much as biology.

That's probably why the missing numbers in the August release bothered people more than usual, and why the mature KEYNOTE-942 curves you pulled in do more work than the topline ever could.

Paul Chen's avatar

Good read with good overview of the landscape. Since you ended on intismeran wanted to get your thoughts on whether you think the industry will move towards more precision and personalized therapies or do you think that more off-the-shelf therapies (ie. in vivo CAR-T) will be the standard? Or perhaps both? Just curious about your thoughts.

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