Anyone care to guess what Roche's strategy is here with these 2 trials in mTNBC? Ernie and Hbomb touched on this in another thread. I think Ernie mentioned that Roche seems to be downplaying Cobi. I agree. The trial in mTNBC seems to have slipped under the radar.
There are two trials:
One is a PII with Cobi/paclitaxel in first line metastatic TNBC (COLET NCT02322814). According to clinical trials.org it should read out in about a year. The phase Ib had about a 50% response rate. See page 104 of Roche's ASCO Analyst Event .pdf
The other is a large PIII with Atezo/nab-paclitaxel (IMpassion130; NCT02425891) that should read out in about 2020. The response rate was about 70% in the phase Ib.
Will Roche submit the PII data if the response rate holds up? This would be big for EXEL. The PII may read out early next year and they could generate some decent revenue before the big PIII with Atezo/nab-paclitaxel unblinds.
It seems Roche wants to get 1st line with Cobi/paclitaxel and then let it get bumped to second line when Atezo/nab-paclitaxel reads out and possibly captures 1st line. Anyone agree with this???
Why didn't Roche combine Atezo and Cobi? Maybe the ball got rolling for the PIII before the effect of Cobi on the immune system was known.