- A Phase I Study of the Safety and Pharmacokinetics of DNIB0600A, an Anti-Napi2b-vc-MMAE Drug Conjugate, in Patients with Non-Small Cell Lung Cancer (NSCLC) and Platinum-Resistant Ovarian Cancer (OC) (Abstract #2507):
A phase 1 clinical trial is being conducted by Genentech to evaluate the safety and activity of DNIB0600A (RG7599) in patients with non-small cell lung cancer (NSCLC) or ovarian cancer (OC). DNIB0600A is an ADC consisting of an anti-NaPi2b monoclonal antibody conjugated to the cytotoxic agent MMAE using Seattle Genetics’ ADC technology. In this analysis, 46 patients were evaluable (30 OC, 16 NSCLC), with 30 patients (14 OC, 16 NSCLC) in the dose-escalation cohorts and 16 patients (all OC) in the dose expansion cohort.
Among the 18 patients with OC treated at dose levels 1.8 to 2.4 mg/kg with IHC staining scores of 2+ or 3+, five patients (27 percent) had confirmed objective responses. In addition, one patient with NSCLC dosed at 1.8 mg/kg experienced a confirmed partial response.
- A Phase I Study of the Safety and Pharmacokinetics of DSTP3086S, an Anti-STEAP1 Antibody-Drug Conjugate (ADC), in Patients with Metastatic Castration-Resistant Prostate Cancer (CRPC) (Abstract #5020):
A phase 1 clinical trial is being conducted by Genentech to evaluate the safety and activity of DSTP3086S (RG7450) in patients with metastatic castrate-resistant prostate cancer (CRPC). DSTP3086S is an ADC candidate consisting of an anti-STEAP1 monoclonal antibody conjugated to the cytotoxic agent MMAE using Seattle Genetics’ ADC technology. In this analysis, 28 patients were evaluable from the dose-escalation portion of this ongoing trial....
Antitumor activity was observed in the dose escalation cohorts, including two patients who experienced a partial response in the 2.8 mg/kg cohort. Additional patients across the dose-escalation cohorts experienced prolonged stable disease.
- Other data, most of it already known, is in the press release, posted on SGEN's website.
does SGEN have any ASCO presentations today or tomorrow or are they done? Seems like this year they did not have much to show at ASCO annual conference, especially as compared with the prior 2 conferences. You all agree? The stock has been a falling knife for the past 2-3 weeks, especially Friday and today. Shorters are once again in control. Is the PPS going to breach $30? What will stop the bleeding?
Predicting what PPS does over the next several weeks is not my game however there has always been a threshold where buyers step in and drive it back up (perhaps support from BB). Over the longer orizon the market needs to see at least initial data for the phase III HL involving people 60 year olds+ which confirms expectation.
If early results indicate equal or better than SOC (i.e. ABVD), and there is every reason to anticipate that they will be substantially better, then the PPS will quickly adjust way higher and if the short level is the same or more than current, way way higher very very quickly to reflect the value of the whole market for HL. My timeframe for that is mid to late fall and I don't really care what the MM and shorts do in the meantime.
It's disappointing that we are not seeing such a move. The market makers may be trying to take out stops and pick up shares. I picked up a bunch near the close Friday, but I feel like I may have acted too soon.