Updates on capivasertib, belzutifan, talquetamab, & durvalumab

Today, we've got a couple, you know, as usual, some updates to go over.

I want to start with some FDA approvals.

And so the first one I'll talk about, we've talked about before on this podcast.

I believe this was probably ASCO, Gentle Urinary.

some months ago about the Light Spark 022 data, which was a study of adjuvant pembrolizumab plus or minus Belzodifan, or placebo.

And we had an improvement in disease-free survival.

That hazard ratio was 0.72. with a year of Belzutifan, a year of Pembro versus Pembro or placebo.

We got the FDA approval for this last week.

We are still waiting for the publication of this.

We are still waiting for even the publication I would have expected to be out by now.

And then the overall survival data, we're still waiting to see when that matures.

They did it allow, as in other adjuvant studies with pembrolizumab, they did allow the inclusion of folks with M1 disease if there was no evidence of disease.

So you had metastatic renal cell carcinoma, but it had been cut out, no evidence of disease onsite your imaging.

It seems reasonable to try to see if those folks are curable, that it is the point of adjuvant treatment.

So would like to see the subgroups to see how much the benefit is driven by folks who have disease that is occult versus trying to prevent recurrence.

I guess that's the case for all adjuvant treatment.

So nothing new that we've necessarily learned from this approval.

So I don't have a whole lot to say about it other than now it is FDA approved.

We'll see how This advances, but you'll start to see this in communities now that the FDA approved.

I expect it to be incorporated into the guidelines.

Not sure if it'll be by itself or if it will supplant adjuvant immune checkpoint inhibitor as standard of care in adjuvant kidney cancer.

Probably not until we see the overall survival data.

At least that would be the wise choice in my opinion.