Clinical Data RequirementsThe analyst's neutral rating reflects the need for more de-risking data despite the potential of CX-2051.
Safety ConcernsThe company disclosed a grade 5 event of treatment-related acute kidney injury, which appears to be an isolated incident but still requires attention.
Safety In Early-Line PatientsSafety will be more critical in these healthier, earlier-line patients—especially rates and severity of diarrhea.