Competitive LandscapeFicerafusp is facing an increasingly challenging competitive landscape with early data suggesting a narrow opportunity to establish first-in-class or best-in-class efficacy.
Efficacy ConcernsComparisons with cetuximab indicate little efficacy contribution from ficerafusp's TGFβ trap, suggesting skewed downside risk around TGFβ-mediated safety issues.
Safety RisksThe possibility that ficerafusp's TGFβ trap is contributing little to efficacy presents only downside safety risk, with historical safety concerns around anemia, bleeding events, and cardiovascular toxicity.