Updated NSCLC data with pembro 9th Nov $IOVA HODOR Jonathan Faison

$IOVA COM-202 cohort 3A 1L NSCLC SITC poster/SITC abstracts to be released Tuesday 9a <- last data cut from last year shown below -> will need larger n and similar ORR to move the needle IMO but who knows if they sandwich/combine PR with LUN-202 update (the 2L+ NSCLC

$IOVA COM-202 EGFR WT 64.3% ORR per abstract is strong but just a small n so not moving the needle yet -> we need LUN-202 2L+ registrational data cut or full data -> they are pursuing (obviously) similar playbook to melanoma (get the 2L data/approval -> then 1L, which ASCO 2024

$IOVA Keytruda NSCLC label is only approved for patients with PD-L1 TPS > 1% and no EGFR mutation. (but the majority of IOVA responders in COM-202 are PD-L1 TPS <1%, so putting everything together, there's room for Amtagvi in 1L if their data stands up down the line)

I've written a 38 page paper on why Cassava Sciences' ($SAVA) simufilam does not work for Alzheimer's disease. This is a work-in-progress. But, I don't *think* it doesn't work. It is impossible for it to work. Long thread (1/7)

$IOVA endpts.com/bristol-myers-….

$MGTX up 15% pre on deal with Hologen AI $200m cash to Meira upfront and further $230m to fund 100% of AAV-GAD #XBI