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Nut Graf's avatar

Excellent work. Clearer to read at the gym than most other substacks. Please publish many, many articles.

Geoffrey Gewurz's avatar

Excellent piece. The DART critique is sharp and the DRUP framing is the right model.

One thought worth raising: your disagreement with Subbiah and Kurzrock may be less ideological than it appears. Both sides want predictive biomarkers. The real split seems to be about sequencing — evidence before reimbursement, or alongside it? That debate stays unresolved as long as the infrastructure to do both at once is treated as aspirational.

DRUP took years to enroll 1,610 patients across 37 therapies. The population this framework needs to serve is two orders of magnitude larger. Caris already runs WES/WTS at clinical scale with matched longitudinal outcome capture through its Precision Oncology Alliance — arguably the closest commercial analog to what you’re describing, though not yet positioned or used by regulators as an evidence-generation framework.

Would you see a path where infrastructure of that kind could narrow the gap between your position and Kurzrock’s — or do you think the disagreement runs deeper than sequencing?

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