Biotech Strategy Blog

Commentary on Science, Innovation & New Products with a focus on Oncology, Hematology & Cancer Immunotherapy

Posts tagged ‘margetuximab’

San Antonio River Walk

San Antonio – It’s time to switch horses and focus on the annual meeting of the San Antonio Breast Cancer Symposium (SABCS).

There have been many exciting developments in the HER2-positive niche and this meeting is no different in terms of new agents with promising (and some not so promising) to discuss.

We take a look at the tucatinib and trastuzumab deruxtecan data and put them in context because there are some nuances involved in both that need careful consideration.

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Chicago – Having stayed until the last morning of the last day for a final expert interview and sessions on CAR-T therapy and metastatic breast cancer, there were certainly some interesting targets and findings to discuss in the post meeting analysis.

I particularly wanted to post some thoughts and commentary on the ongoing Macrogenics story around margetuximab, an anti-HER2 antibody that binds with elevated affinity to both the lower and higher affinity forms of CD16A, an Fc receptor.

In our last review in February, we noted that the company “could miss on PFS and have to wait for OS down the road,” which wasn’t far off given the rather weak PFS benefit of 0.9 months announced on May 15th.

We finally got to see the initial SOPHIA data presented at ASCO this morning by Dr Hope Rugo (UCSF), so what did we learn?

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File under: intriguing binary events coming up of interest this quarter…

Source: BBC

There are a couple of phase 3 readouts likely due soon on two quite different oncology drugs in late stage development, namely Mirv and Marge, (aka mirvetuximab soravtansine and margetuximab).

For British readers, they remind me of Howard and Hilda Hughes (right) in the highly popular 1980’s comedy sitcom, lead by Richard Briers, Ever Decreasing Circles.

Aside from the fact that it’s an amusing historical analogy with more than a bit of whimsy, there are some strange parallels and hidden messages to be found here. For the record, the two characters had a penchance for wearing matching yet rather garish and ghastly jumpers.

You could either make a similar negative case for the rush from limited phase 2 data to pivotal registration study as for terribly ugly sweaters, with the reduced return on efficacy being alluded to from the show’s title.

The ripple effect – which way will it go?

Or on the other hand… the matchy matchy look could also play out the other way, in terms of positive forthcoming readouts validating phase 2 findings, so which case looks stronger overall for each agent?

To find out, we take a look at the history, what we know, and share our thoughts on how things might pan out – either way, major positive or negative outcomes can have a major ripple effect.

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