Product PotentialZipalertinib continues to show strong efficacy in previously treated patients, which along with its favorable tolerability profile should bode well for potential uptake in the second-line setting.
Stock ValuationPipeline programs such as zipalertinib and CLN-049 have the potential to meaningfully contribute to Cullinan’s valuation given that the stock trades slightly below cash on hand.
Trial ResultsPreliminary interim results from the cohort with uncommon non-ex20ins mutation in the ongoing Phase 2b REZILIENT2 trial support potential expansion of the TAM for zipalertinib.