After Blueprint Medicines (BPMC) disclosed about 7 months of additional data from the P1/2 ARROW study in patients with RET fusion-positive non-small cell lung cancer, or NSCLC, Piper Sandler analyst Christopher Raymond noted that mDOR was not reached and that CNS response data were not provided. With pralsetinib's durability still not known, he continues to believe Eli Lilly (LLY) "has the edge" in treating later-line NSCLC patients with selpercatinib. Raymond, who prefers "to watch this story play out from the sidelines," maintains a Neutral rating on Blueprint shares.