Clinical DevelopmentProgress in aplitabart clinical development and an understanding of DR5 as a target bolster confidence in the therapeutic's potential.
Market DynamicsCompany is observing favorable dynamics in the market uptake of Briumvi over Orevus, driven by faster infusion turnaround and better patient experience, which could lead to a significant market share gain.
Strategic FocusSNY's focus on IAI development aligns with their prioritization, indicating a strategic move rather than a negative reflection on the oncology programs.