Mike Morrissey: There is a lot there. Yes. So let me work backwards real fast. You asked, I think, three or four questions there. Certainly, I don’t want to comment on a competitor study and the probability of success there. I would refer you back to all the published data of TKIs combined with HIF-2 inhibitors compared to contemporaneous, say, single-agent TKI data like cabo from CONTACT-03, and you can, I think, draw some of the conclusions there. And obviously, we want to see data. Data drives the process, and we’ll see how that data looks. But I would really refer you back to some of the published data relative to what we’re seeing with contemporaneous TKI data. In terms of clinical collaborations, yes, we spoke to this at length at the JPMorgan update as well as the R&D Day presentation.
We’re super proud of all the work that we’ve done in collaboration with our commercial partners and our clinical partners on cabo. We think that was a really appropriate way to go relative to basically expanding the opportunities clinically by working with various partners to be able to run a variety of trials, 9ER, the contacts, et cetera, where we had the opportunity to co-fund. As we talked about at JPMorgan in January, that’s a priority for us is zanza, the first few that we started by ourselves to get the ball rolling, and we’re certainly having lots of discussions now around the possibility for combining zanza with other checkpoints in a collaborative and potentially co-funding manner. But don’t want to get ahead of that. When we have something to say that’s competitive we’ll be sure to share that with you.
But thanks again for your questions, and we should move on now because time is tight.
Operator: Thank you. [Operator Instructions] Our next question comes from the line of Silvan Tuerkcan with JMP Securities. Your line is open.
Silvan Tuerkcan: Yes. Thank you for taking my questions, and congrats on the quarter. I have a question about cabo as an oral plus checkpoint inhibitor in prostate cancer and as a label and filing, even. Just how do you view the community setting versus the academic setting for prostate cancer play out, and also with respect to potential lack of radioisotopes in the community setting? And how do you see a path forward, therefore, based on the data that we’ve already seen, especially with revive in the community setting, where this may be the earlier choice for patients? Thank you.
Mike Morrissey: Yes. Great. PJ?
PJ Haley: Yes, thanks for the question, Silvan. I think you kind of hit on some of the salient themes there. Obviously, the community oncology setting, it’s a bit different. Access to radioligand therapy, is not as ubiquitous there, and when you talk to physicians, clinicians, offices, it can potentially mean losing the patient, and some opportunity there. So I think that’s a consideration. As I mentioned previously, I think what we know, our performance for cabo in really all aspects, combination and monotherapy, is very strong in the community. So we know strong – or I should say – really large amount of physicians that have substantial experience with cabo at this point, which is great. And clearly, community oncologists, who treat a variety of malignancies have significant experience, with various checkpoint inhibitors. So, I think that certainly could be, a nice opportunity for us should we be approved.
Susan Hubbard: Right. Thanks PJ. Operator, next question please?
Operator: Please stand by for our next question. Our next question comes from the line of Jeff Hung with Morgan Stanley. Your line is open.
Michael Reid: Hi. This is Michael Reid on for Jeff Hung. Thank you for taking our question. Is there any impact on the development path for XB010 or 371 following the recent deal for Catalent? More specifically, are there any ADC capabilities loss, like on linker payload design or site conjugation? And if so, how could the company address these? Thanks so much.
Dana Aftab: Yes. Thanks, Michael. This is Dana. I’ll take that question. Yes. So when we learn the news with Catalent, we immediately reached out to their leadership and had some very productive discussions. And at this point, I can say we’re confident in their continuing support of our programs, and we don’t anticipate any change.
Michael Reid: Thank you so much.
Susan Hubbard: Thanks, Michael.
Operator: Thank you. Please stand by for our next question. Our next question comes from the line of Etzer Darout with BMO Capital Markets. Your line is open.
Etzer Darout: Great. Thanks for taking my question. Just on the cabo label expansion, if you’re able to provide any more color on the comment around sort of planned data-driven regulatory filings for NET in prostate cancer. And also whether, or not the regulatory strategy, for these two indications outside of the U.S. would be the same as it is here in the U.S.? Thank you.
Mike Morrissey: Yes. Wouldn’t want to comment on ex U.S. regulatory strategies. That’s in the arms of our partners, but Amy can – and/or PJ can say a few words on the others.
Amy Peterson: Sure. So with regard to CABINET, we had some really exciting data. I think most people are familiar with it. We have a patient population that has a very poor prognosis that, was observed in the median time to progression on placebo of three months change to 8.3 and 11.4 months, depending on whether or not you had pNET or epNET. We are in very close collaboration with The Alliance and they’re working hard to get the complete locked database transferred to us. It’s hard to opine on the time lines, but we have some advantages with CABINET that we didn’t have, for example, with Cabozan, most notably blinded independent central radiology review, was already incorporated into the study, and we do have a strong partnership with The Alliance.
