TROP2 gets more crowded
The latest first-in-human entrants include an anti-TROP2 ADC from Jiangsu Hansoh and a mystery bispecific from Johnson & Johnson.
The latest first-in-human entrants include an anti-TROP2 ADC from Jiangsu Hansoh and a mystery bispecific from Johnson & Johnson.
A prostate cancer project licensed from Orion enters phase 3, while pivotal trials are expanded with assets originated at Kelun and Arqule.
In paying $5.5bn for immediate rights to three Daiichi Sankyo assets Merck & Co has made its biggest bet on ADCs to date.
However, lack of meaningful efficacy in Tropion-Lung01 suggests that datopotamab deruxtecan might be restricted to a histology-defined NSCLC subgroup.
As Tropion-Breast01 is toplined positive Astra ensures the markets know that overall survival isn’t a washout.
A study to back accelerated approval is to start next year, but the prospect of seeing a fully greenlit Padcev before then looms large.
Asco data suggest that the TROP2 ADC Merck & Co licensed from Kelun is at least as good as Gilead and Astra/Daiichi’s assets.