Re: Elzonris vs. PVEK BPDCN results
AML trial success will be much more impactful financially and to potential buyout than just BPDCN indication alone. To me this is still very early in the trial. The challenge in AML (vs BPDCN) as far as I understand is that the trial requires a much bigger patient enrollment, also AML cancer behaves different than BPDCN, and since the available effective therapies far exceed BPDCN, the bar to consider a success is much higher, but so is the reward if the trial is successful. But my opinion is that, given the great trial result in BPDCN, it seems this ADC has a good shot (given good # in response rate and tolerability profile). So we're in good shape so far!