BCAX/GMAB/PYXS/CRBP -- Guggenheim Grand Rounds Recap: HNSCC KOL Reinforces Conviction In Evolving 1L Paradigm Toward EGFR Bispecs; Likely To Open Post-EGFR Opportunity In 2L+

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BCAX/GMAB/PYXS/CRBP -- Guggenheim Grand Rounds Recap: HNSCC KOL Reinforces Conviction In Evolving 1L Paradigm Toward EGFR Bispecs; Likely To Open Post-EGFR Opportunity In 2L+

ding factor for commercial use likely favors peto's

more convenient Q2W dosing versus ficera's QW dosing; however, BCAX's plan to have

a Q3W maintenance dose at launch likely puts the two drugs on equal footing for an

outcome that more approximates a split market.

We hosted an investor call with Dr. John Kaczmar, M.D., Medical Oncologist and

Associate Professor at the Medical University of South Carolina, specializing in treating

cancers of the head and neck.

Our KOL, Dr. Kaczmar, noted that he currently treats a few dozen 1L R/M HNSCC

patients per year and that a majority of his patients have HPV-negative disease. Given

Dr. Kaczmar's practice is located in the south-east portion of the US (South Carolina), rates

of smoking are higher than in other regions of the US, so a majority of his patients have HPV-

negative disease with a smaller subset being the healthier HPV-positive subset. Regarding

the breakdown of CPS status in his 1L R/M population, he notes that approximately 5%

of his patients are CPS-negative, similar to rates seen in KN-689, which differs from other

reported rates in the literature which are closer to 15%. As such, Dr. Kaczmar suspects the

vast majority of patients are CPS-positive. If a patient is not placed on a clinical trial, the

commercial options Dr. Kaczmar opts for differs based on a patients CPS status, namely

varying based on CPS-high or -low delineation. For the 5% of patient he sees that are CPS-

negative, Dr. Kaczmar elects to use Keytruda pembrolizumab [MRK] with chemo rather

than cetuximab based on his own experiences where CPS test results may have varying