Luke (on for Etzer Darout)'s questions to Biontech SE (BNTX) leadership • Q3 2024
Question
Luke, on behalf of Etzer Darout, asked about the overall survival (OS) trends being observed for BNT327 in breast and lung cancer and the company's confidence in beating the standard of care, given the endpoint's importance to regulators.
Answer
CEO Dr. Ugur Sahin acknowledged the importance of OS and stated that maturing, unpublished data is encouraging, suggesting that the substantial PFS improvements seen are translating into an OS benefit. He noted that unlike the modest 2-3 month PFS gains from bevacizumab, BNT327 shows a sustained PFS, which is the best indicator they have for a strong OS outcome, with a definitive answer expected in the next 3 months for key indications.