{$GTHX} My interpretation of today’s data release (Trodelvy

+ Cosela in TNBC) and market movement: results are OK, not a dramatic improvement. No big improvement in PFS which was the primary endpoint. Improvement in OS shown, but down from the January 2024 data release (15.9 today vs 17.9 in January.) Small trial size makes this all debatable. Investors may be confusing these results with the ongoing and much more important Phase 3 1L TNBC Cosela trial - due very soon- or are assuming the combo results portend just OK results for the 1L TNBC trial. So, a negative view is that G1 missed the primary endpoint and the P3 1L TNBC trial expectation is therefore lower. (But not a wipe-out. If this was the conclusion, G1 would have fallen by much more than 20%.) Or, you could say that the the results are consistent with the P2 Cosela TNBC trial results: Today’s data in TNBC (combo w/Trodelvy): 15.9 month OS benefit vs 12.1 with standard of care Phase 2 OS from Cosela in TNBC: 19.8 months (Cosela) vs 12.6 (no Cosela) (data from p13 of G1’s May 2024 investor deck.) Personally, today’s news slightly raises my already-high concern and risk in G1, but everyone looking at G1 knows the company is high risk and very leveraged to the P3 TNCB trial results. Можно перевести, хорошее мнение человека