SGO 2025 – Genmab’s advantage looks Profound

Genmab needed good news after last week’s failure of its next-generation Darzalex, and it got some on Monday with updated results from its ProfoundBio-originated ADC rinatabart sesutecan. The latest ovarian cancer data from the Rainfol-01 study, presented at the Society of Gynecologic Oncology meeting, show response rates with rina-S improving since last year’s ESMO: ORR at the go-forward dose is now 56%, from 50%.

SGO also neatly demonstrated why Genmab plumped for ProfoundBio over its folate receptor alpha rival Sutro, which last week deprioritised its contender, luveltamab tazevibulin. On Saturday, SGO heard that the most effective dose of luvelta-T produced an ORR of just 32% in platinum-resistant ovarian cancer in the Refrαme-O1 study – which notably only enrolled patients with FRα expression levels of 25% or higher.

Genmab, meanwhile, reported responses in patients regardless of FRα expression levels.

Make it rain

Rainfol-01, an uncontrolled phase 1/2 trial, enrolled patients with various solid tumours known to express FRα; levels of the biomarker were retrospectively assessed. Cohort B1, which was presented at SGO, focused on advanced ovarian cancer; patients had received a median three prior therapy lines and around 90% were platinum resistant. They received rina-S dosed at 100 or 120mg/m² every three weeks.

Genmab had already decided to take the 120mg dose forward and it’s clear to see why, with response rates much better higher.

Evolving Rainfol-01 cohort B1 results

Source: SGO 2025.

While promising, these results will need to be replicated in more patients in a controlled trial, if Genmab is to fulfil its goal of making rina-S a $2bn-plus drug.

The company has already begun the pivotal Rainfol-02 trial, in second-line-plus platinum-resistant ovarian cancer, with data expected in 2026.

There are also more results to come from Rainfol-01, including from cohort B2 in endometrial cancer, due in the first half. Genmab intends to start a phase 3 study in second-line endometrial cancer this year, and also has pivotal plans in first-line disease.

Meanwhile, Sutro’s luvelta-T continues to look like an also ran. The 32% ORR in the phase 2/3 Refrαme-O1 trial, with a 5.2mg/kg dose, is in line with data released in December, which itself was a disappointment after the phase 1 STRO-002-GM2 study found an ORR of 44% among a subgroup of patients with ≥25% FRα expression.

Sutro is trying to find a licensing partner for luvelta-T; however, on the basis of this evidence it might have trouble drawing interest.