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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